We are live on ! Find out more

987 hedge funds and large institutions have $100B invested in Amazon in 2014 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 432 increasing their positions, 350 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 432 | Existing positions reduced: 350

13% more call options, than puts

Call options by funds: $3.61B | Put options by funds: $3.18B

3% less capital invested

Capital invested by funds: $103B → $100B (-$2.62B)

4% less funds holding

Funds holding: 1,031987 (-44)

24% less funds holding in top 10

Funds holding in top 10: 8867 (-21)

29% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 130

Holders
987
Holders Change
-44
Holders Change %
-4.27%
% of All Funds
28.36%
Holding in Top 10
67
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-23.86%
% of All Funds
1.93%
New
92
Increased
432
Reduced
350
Closed
130
Calls
$3.61B
Puts
$3.18B
Net Calls
+$424M
Net Calls Change
+$568M
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
851
Torch Wealth Management
Ohio
$244K +$150K +9,480 +172%
WIC
852
Wood Investment Counsel
Colorado
$237K
JFA
853
JNBA Financial Advisors
Minnesota
$236K +$217K +13,700 +1,631%
FM
854
Family Management
New York
$235K -$23.7K -1,500 -9%
BSW
855
Buckingham Strategic Wealth
Missouri
$232K -$12.7K -800 -5%
PGA
856
Portland Global Advisors
Maine
$231K -$7.91K -500 -3%
BPCA
857
Bank Pictet & Cie (Asia)
Singapore
$229K -$2.63M -166,400 -92%
CCC
858
Chelsea Counsel Company
California
$227K
GMA
859
Goldstein Munger & Associates
California
$227K +$221K +14,000 New
LJHT
860
Laurie J. Hall Trustee
$225K -$19.6K -1,240 -8%
OC
861
Oarsman Capital
Wisconsin
$223K
KA
862
Kovack Advisors
Florida
$221K +$216K +13,640 New
SCM
863
Stonebridge Capital Management
California
$220K +$215K +13,600 New
PMFA
864
Plante Moran Financial Advisors
Michigan
$217K +$162K +10,220 +323%
PSI
865
Pinnacle Summer Investments
Virginia
$215K +$71.2K +4,500 +51%
Fayez Sarofim & Co
866
Fayez Sarofim & Co
Texas
$215K +$209K +13,240 New
AAM
867
Aureus Asset Management
Massachusetts
$211K -$154K -9,720 -43%
WA
868
WBH Advisory
Maryland
$209K -$15.8K -1,000 -7%
JFGIW
869
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$208K +$9.81K +620 +5%
WA
870
WealthTrust-Arizona
Arizona
$208K +$73.7K +4,660 +57%
HRIA
871
Haberer Registered Investment Advisor
Ohio
$207K
HCC
872
Hirtle Callaghan & Co
Pennsylvania
$206K -$6.01K -380 -3%
BG
873
Bollard Group
Massachusetts
$206K
LWA
874
Lenox Wealth Advisors
New York
$204K +$39.2K +2,480 +25%
SBWIC
875
Schaper Benz & Wise Investment Counsel
Wisconsin
$203K

AMZN Hedge Fund Activity: Q2 2014 in Review

987 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Amazon (AMZN) for Q2 2014, worth a combined $100B — down 2.6% from $103B a quarter earlier.

Sellers outnumbered buyers: 130 funds closed out of AMZN and 92 opened new positions — a net loss of 38 holders — while 350 trimmed existing stakes and 432 added.

The largest buyer was Capital Research Global Investors, adding an estimated $1.28B. The largest seller was Fidelity Investments, cutting an estimated $911M.

  • 987 institutional investors held Amazon (AMZN) as of Q2 2014, down from 1,031 in Q1 2014.
  • Funds reported $100B of Amazon stock for Q2 2014, down 2.6% quarter-over-quarter.
  • 92 funds opened new Amazon positions in Q2 2014 and 130 closed out, a net change of -38 holders.
  • The largest Amazon buyer in Q2 2014 was Capital Research Global Investors, an estimated $1.28B added.
  • The largest Amazon seller in Q2 2014 was Fidelity Investments, an estimated $911M sold.

Based on aggregated 13F filings for Q2 2014.