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Amazon

1,101 hedge funds and large institutions have $116B invested in Amazon in 2015 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 388 increasing their positions, 410 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 85

47% more funds holding in top 10

Funds holding in top 10: 6697 (+31)

23% more capital invested

Capital invested by funds: $93.9B → $116B (+$22B)

6% more funds holding

Funds holding: 1,0401,101 (+61)

1% more call options, than puts

Call options by funds: $4.36B | Put options by funds: $4.33B

5% less repeat investments, than reductions

Existing positions increased: 388 | Existing positions reduced: 410

Holders
1,101
Holders Change
+61
Holders Change %
+5.87%
% of All Funds
29.34%
Holding in Top 10
97
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+46.97%
% of All Funds
2.58%
New
159
Increased
388
Reduced
410
Closed
85
Calls
$4.36B
Puts
$4.33B
Net Calls
+$30.3M
Net Calls Change
-$5.38M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
51
HSBC Holdings
United Kingdom
$360M +$114M +6,455,800 +51%
American Century Companies
52
American Century Companies
Missouri
$358M +$75.9M +4,315,400 +29%
AllianceBernstein
53
AllianceBernstein
Tennessee
$357M +$31.2M +1,776,340 +10%
Capital International Investors
54
Capital International Investors
California
$357M
BlackRock
55
BlackRock
New York
$347M +$29M +1,646,640 +10%
Charles Schwab
56
Charles Schwab
California
$335M +$15.2M +864,020 +5%
VOYA Investment Management
57
VOYA Investment Management
Georgia
$319M -$66.5M -3,781,820 -18%
Toronto Dominion Bank
58
Toronto Dominion Bank
Ontario, Canada
$300M -$37M -2,103,820 -12%
ClearBridge Investments
59
ClearBridge Investments
New York
$298M +$4.72M +268,180 +2%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$291M
CS
61
Credit Suisse
Switzerland
$287M -$99.8M -5,678,340 -27%
EVM
62
Eaton Vance Management
Massachusetts
$280M -$114M -6,457,540 -30%
New York State Teachers Retirement System (NYSTRS)
63
New York State Teachers Retirement System (NYSTRS)
New York
$271M -$521K -29,620 -0.2%
TA
64
Teachers Advisors
New York
$271M +$56M +3,184,100 +28%
BIM
65
BlackRock Investment Management
Delaware
$270M -$17M -964,940 -6%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$269M +$17.4M +990,660 +7%
GE
67
General Electric
Ohio
$266M +$29.5M +1,677,600 +13%
RFC
68
Russell Frank Company
Washington
$265M +$18.1M +1,030,740 +8%
GGHC
69
Gilder Gagnon Howe & Co
New York
$263M +$1.47M +83,820 +0.6%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$261M +$16.5M +937,240 +7%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$256M -$4.18M -238,000 -2%
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$254M -$58.3M -3,315,220 -20%
First Trust Advisors
73
First Trust Advisors
Illinois
$249M +$43.9M +2,497,480 +23%
GTP
74
Global Thematic Partners
New York
$231M -$113M -6,441,080 -34%
PPA
75
Parametric Portfolio Associates
Washington
$231M +$37.9M +2,152,940 +21%

AMZN Hedge Fund Activity: Q1 2015 in Review

1,101 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Amazon (AMZN) for Q1 2015, worth a combined $116B — up 23% from $93.9B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new AMZN positions and 85 closed out — a net gain of 74 holders — while 388 added to existing stakes and 410 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $927M. The largest seller was T. Rowe Price Associates, cutting an estimated $393M.

  • 1,101 institutional investors held Amazon (AMZN) as of Q1 2015, up from 1,040 in Q4 2014.
  • Funds reported $116B of Amazon stock for Q1 2015, up 23% quarter-over-quarter.
  • 159 funds opened new Amazon positions in Q1 2015 and 85 closed out, a net change of +74 holders.
  • The largest Amazon buyer in Q1 2015 was Wellington Management Group, an estimated $927M added.
  • The largest Amazon seller in Q1 2015 was T. Rowe Price Associates, an estimated $393M sold.

Based on aggregated 13F filings for Q1 2015.