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Amazon
AMZN

Overview Fund Activity

1,100 hedge funds and large institutions have $116B invested in Amazon in 2015 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 388 increasing their positions, 410 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,100
Holders Change
+60
Holders Change %
+5.77%
% 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
2.59%
New
158
Increased
388
Reduced
410
Closed
85
Calls
$4.36B
Puts
$4.33B
Net Calls
+$30.3M
Net Calls Change
-$5.38M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$980M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$875M
3
CG
Carmignac Gestion
France
+$794M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$626M
5
Brown Advisory
Brown Advisory
Maryland
+$591M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$415M
2
LPU
Lansdowne Partners (UK)
United Kingdom
-$385M
3
Morgan Stanley
Morgan Stanley
New York
-$349M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$297M
5
Capital World Investors
Capital World Investors
California
-$297M
Name Holding Trade Value Shares
Change 		Shares
Change %
DLG
951
Daniel L. Goodwin
$224K +$224K +12,000 New
OAC
952
OMERS Administration Corp
Ontario, Canada
$223K -$9.51M -512,000 -98%
S
953
SignatureFD
Georgia
$223K +$4.84K +260 +2%
LPC
954
Loeb Partners Corp
New York
$223K +$223K +12,000 New
AAP
955
Ardsley Advisory Partners
Connecticut
$223K +$223K +12,000 New
WMC
956
Westwood Management Corporation
Illinois
$223K +$223K +12,000 New
ZCA
957
Zeke Capital Advisors
Pennsylvania
$223K +$223K +12,000 New
WCF
958
West Coast Financial
California
$223K +$223K +12,000 New
SRAM
959
Stone Ridge Asset Management
New York
$223K +$223K +12,000 New
QSS
960
Quantitative Systematic Strategies
Florida
$222K -$880K -47,240 -80%
BCM
961
BTC Capital Management
Iowa
$222K +$222K +11,920 New
MIS
962
Morningstar Investment Services
Illinois
$220K -$3.26M -175,060 -94%
SCA
963
Stillwater Capital Advisors
Pennsylvania
$220K -$44.7K -2,400 -17%
PMFA
964
Plante Moran Financial Advisors
Michigan
$219K +$2.24K +120 +1%
FMWA
965
Forvis Mazars Wealth Advisors
Missouri
$218K +$218K +11,700 New
SFM
966
Signature Financial Management
Virginia
$217K +$217K +11,600 New
CFA
967
Capstone Financial Advisors
Illinois
$217K +$217K +11,640 New
MWAC
968
Mariner Wealth Advisors (Cincinnati)
Ohio
$212K -$47.2K -2,540 -18%
GWS
969
Glassman Wealth Services
Virginia
$212K – – –
EWM
970
Empirical Wealth Management
Washington
$211K +$211K +11,340 New
HTC
971
Haverford Trust Company
Pennsylvania
$211K +$211K +11,360 New
MPM
972
Meritage Portfolio Management
Kansas
$208K +$208K +11,180 New
NRS
973
Neville Rodie & Shaw
New York
$208K +$208K +11,220 New
CCFCSB
974
Cape Cod Five Cents Savings Bank
Massachusetts
$207K +$207K +11,120 New
OPCM
975
Osborne Partners Capital Management
California
$206K +$206K +11,060 New
37 38
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