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Amazon
AMZN

Overview Fund Activity

1,031 hedge funds and large institutions have $103B invested in Amazon in 2014 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 454 increasing their positions, 350 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,031
Holders Change
+12
Holders Change %
+1.18%
% of All Funds
29.8%
Holding in Top 10
88
Holding in Top 10 Change
-45
Holding in Top 10 Change %
-33.83%
% of All Funds
2.54%
New
120
Increased
454
Reduced
350
Closed
96
Calls
$3.07B
Puts
$3.21B
Net Calls
-$145M
Net Calls Change
+$243M

Top Buyers

1
DSA
Davis Selected Advisers
Arizona
$369M
2
Capital World Investors
Capital World Investors
California
$10.7B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$379M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$7.26B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$722M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$5.11B
2
IIS
Ignis Investment Services
United Kingdom
$0
3
Coatue Management
Coatue Management
New York
$97M
4
Tiger Global Management
Tiger Global Management
New York
$0
5
State Street
State Street
Massachusetts
$4.78B
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
776
Sheets Smith Wealth Management
North Carolina
$518K – – –
SCM
777
Sterling Capital Management
North Carolina
$516K +$54.1K +3,220 +12%
EAM
778
Evanson Asset Management
California
$511K -$75.7K -4,500 -13%
HHGA
779
Halbert Hargrove Global Advisors
California
$510K -$60.5K -3,600 -11%
MM
780
Midas Management
New York
$505K – – –
BL
781
Bolton LP
Connecticut
$505K +$505K +30,000 New
ACM
782
Axel Capital Management
New York
$504K +$504K +30,000 New
QCMC
783
Quantum Capital Management (California)
California
$501K -$79.4K -4,720 -14%
SAMC
784
Shinko Asset Management Company
Japan
$499K -$39.4K -2,340 -7%
BAM
785
Berkshire Asset Management
Pennsylvania
$498K +$140K +8,360 +39%
UCFA
786
United Capital Financial Advisors
Texas
$495K +$495K +29,440 New
EWA
787
EP Wealth Advisors
California
$493K +$21.2K +1,260 +4%
BP
788
Ballentine Partners
Massachusetts
$489K +$10.4K +620 +2%
SHA
789
Smith Hayes Advisers
Nebraska
$487K +$118K +7,000 +32%
BMC
790
Benin Management Corp
Connecticut
$484K -$33.6K -2,000 -6%
FFC
791
First Financial Corp
Indiana
$470K -$2.02K -120 -0.4%
PJSIMP
792
P.J. Schmidt Investment Management (PJS)
Wisconsin
$464K +$198K +11,800 +75%
PGFC
793
Peapack-Gladstone Financial Corp
New Jersey
$464K +$50.8K +3,020 +12%
EHC
794
Everett Harris & Co
California
$462K +$172K +10,200 +59%
UAS
795
United Asset Strategies
New York
$460K +$58.8K +3,500 +15%
LCM
796
Lucas Capital Management
New Jersey
$454K +$279K +16,600 +160%
WA
797
WESPAC Advisors
California
$452K +$452K +26,860 New
FTI
798
Fiduciary Trust International
Massachusetts
$449K +$449K +26,720 New
TIA
799
Tiemann Investment Advisors
California
$446K +$25.2K +1,500 +6%
BRWA
800
B. Riley Wealth Advisors
Florida
$444K +$195K +11,600 +78%
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