AMZN icon

Amazon
AMZN

Overview Fund Activity

1,040 hedge funds and large institutions have $93.9B invested in Amazon in 2014 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 409 increasing their positions, 369 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,040
Holders Change
+60
Holders Change %
+6.12%
% of All Funds
27.76%
Holding in Top 10
66
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10%
% of All Funds
1.76%
New
144
Increased
409
Reduced
369
Closed
69
Calls
$4.79B
Puts
$4.76B
Net Calls
+$35.7M
Net Calls Change
+$340M

Top Buyers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$534M
2
DSA
Davis Selected Advisers
Arizona
+$419M
3
Citadel Advisors
Citadel Advisors
Florida
+$351M
4
State Street
State Street
Massachusetts
+$292M
5
Morgan Stanley
Morgan Stanley
New York
+$226M

Top Sellers

1
Sands Capital Management
Sands Capital Management
Virginia
-$2B
2
Capital World Investors
Capital World Investors
California
-$963M
3
VAM
Vontobel Asset Management
New York
-$598M
4
WRF
Waddell & Reed Financial
Kansas
-$510M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$322M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
851
Essex Financial Services
Connecticut
$296K +$45.3K +2,920 +18%
LH
852
Lebenthal Holdings
New York
$292K +$292K +18,780 New
CC
853
Capital Counsel
New York
$290K -$15.5K -1,000 -5%
SIM
854
SSI Investment Management
California
$289K -$622 -40 -0.2%
MPI
855
Mairs & Power Inc
Minnesota
$288K -$23.3K -1,500 -7%
CIM
856
CenturyLink Investment Management
Colorado
$286K -$119K -7,660 -29%
ACM
857
Aviance Capital Management
Florida
$285K +$285K +18,320 New
BSW
858
Buckingham Strategic Wealth
Missouri
$285K +$285K +18,380 New
CAS
859
CTC Alternative Strategies
Illinois
$284K +$284K +18,300 New
EWM
860
Evermay Wealth Management
Virginia
$282K -$57.3K -3,700 -17%
OWP
861
Obermeyer Wealth Partners
Colorado
$281K +$281K +18,100 New
YP
862
Yellowstone Partners
Idaho
$279K -$34.5K -2,220 -11%
FC
863
FCA Corp
Texas
$279K – – –
ZAM
864
Zevin Asset Management
Massachusetts
$278K – – –
HHGA
865
Halbert Hargrove Global Advisors
California
$278K +$81.6K +5,260 +42%
AIM
866
Advantage Investment Management
Iowa
$277K +$277K +17,840 New
WF
867
Welch & Forbes
Massachusetts
$273K +$37.8K +2,440 +16%
PFM
868
Parsec Financial Management
North Carolina
$269K -$4.65K -300 -2%
BFC
869
Blue Fin Capital
Rhode Island
$267K -$17.4K -1,120 -6%
B
870
Bailard
California
$265K -$107K -6,900 -29%
AWA
871
AmeriServ Wealth Advisors
Pennsylvania
$261K -$575K -37,100 -69%
DA
872
DSC Advisors
Illinois
$261K +$261K +16,800 New
WA
873
Wealth Architects
California
$260K +$260K +16,740 New
FFC
874
First Financial Corp
Indiana
$257K -$4.65K -300 -2%
PNAA
875
Pictet North America Advisors
Switzerland
$250K -$264K -17,000 -51%
33 34
35
36 37