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2,218 hedge funds and large institutions have $342B invested in Amazon in 2017 Q4 according to their latest regulatory filings, with 361 funds opening new positions, 916 increasing their positions, 733 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 361 | Existing positions closed: 85

25% more repeat investments, than reductions

Existing positions increased: 916 | Existing positions reduced: 733

24% more funds holding in top 10

Funds holding in top 10: 471585 (+114)

21% more capital invested

Capital invested by funds: $281B → $342B (+$60.4B)

13% more funds holding

Funds holding: 1,9632,218 (+255)

5.04% less ownership

Funds ownership: 1,218.5%1,213.46% (-5%)

27% less call options, than puts

Call options by funds: $17B | Put options by funds: $23.2B

Holders
2,218
Holders Change
+255
Holders Change %
+12.99%
% of All Funds
50.29%
Holding in Top 10
585
Holding in Top 10 Change
+114
Holding in Top 10 Change %
+24.2%
% of All Funds
13.27%
New
361
Increased
916
Reduced
733
Closed
85
Calls
$17B
Puts
$23.2B
Net Calls
-$6.21B
Net Calls Change
-$3.48B
Name Holding Trade Value Shares
Change
Change in
Stake
ACI
826
Alpha Cubed Investments
California
$7.39M +$690K +12,540 +11%
STA
827
Summit Trail Advisors
New York
$7.36M +$6M +109,120 New
UONDDL
828
University of Notre Dame du Lac
Indiana
$7.35M +$1.6M +29,000 +30%
BSG
829
Black Swift Group
Colorado
$7.33M -$2.58M -46,800 -27%
BRC
830
Bell Rock Capital
Delaware
$7.33M -$220K -4,000 -3%
SAM
831
Sandell Asset Management
New York
$7.33M +$6.89M +125,280 New
WSCM
832
Wellington Shields Capital Management
New York
$7.3M -$325K -5,900 -5%
RCM
833
Riverhead Capital Management
Delaware
$7.3M +$704K +12,800 +11%
HCM
834
Hilton Capital Management
New York
$7.29M -$645K -11,720 -9%
KSCM
835
Kamunting Street Capital Management
Florida
$7.28M -$18.5M -335,540 -73%
AAC
836
Asset Advisors Corp
Georgia
$7.25M +$226K +4,100 +3%
FCBT
837
First Citizens Bank & Trust
North Carolina
$7.21M -$913K -16,600 -12%
ZAM
838
Zevin Asset Management
Massachusetts
$7.19M +$216K +3,920 +3%
NFC
839
Northeast Financial Consultants
Connecticut
$7.15M +$592K +10,760 +10%
APG
840
Abacus Planning Group
South Carolina
$7.15M +$6.73M +122,280 New
BSW
841
Buckingham Strategic Wealth
Missouri
$7.1M +$3.8M +69,020 +132%
RJT
842
Raymond James Trust
Florida
$7.08M +$711K +12,920 +12%
PIM
843
Progressive Investment Management
Oregon
$7.08M +$426K +7,740 +7%
WCA
844
Whetstone Capital Advisors
Kansas
$7.08M +$6.66M +121,000 New
SACTSONJ
845
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$7.02M -$1.1M -20,000 -14%
SSWM
846
Smith Salley Wealth Management
North Carolina
$7.01M +$217K +3,940 +3%
CBT
847
Central Bank & Trust
Kentucky
$6.97M -$373K -6,780 -5%
ECM
848
EagleClaw Capital Management
Massachusetts
$6.95M +$237K +4,300 +4%
WCM
849
Woodson Capital Management
Connecticut
$6.84M -$7.05M -128,200 -52%
BHA
850
Beech Hill Advisors
New York
$6.81M -$71.5K -1,300 -1%

AMZN Hedge Fund Activity: Q4 2017 in Review

2,218 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Amazon (AMZN) for Q4 2017, worth a combined $342B — up 21% from $281B a quarter earlier.

Buyers outnumbered sellers: 361 funds opened new AMZN positions and 85 closed out — a net gain of 276 holders — while 916 added to existing stakes and 733 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $847M. The largest seller was SG Americas Securities, cutting an estimated $1.33B.

  • 2,218 institutional investors held Amazon (AMZN) as of Q4 2017, up from 1,963 in Q3 2017.
  • Funds reported $342B of Amazon stock for Q4 2017, up 21% quarter-over-quarter.
  • 361 funds opened new Amazon positions in Q4 2017 and 85 closed out, a net change of +276 holders.
  • The largest Amazon buyer in Q4 2017 was Lone Pine Capital, an estimated $847M added.
  • The largest Amazon seller in Q4 2017 was SG Americas Securities, an estimated $1.33B sold.

Based on aggregated 13F filings for Q4 2017.