We are live on ! Find out more
AMZN icon

Amazon

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

30% more repeat investments, than reductions

Existing positions increased: 454 | Existing positions reduced: 350

25% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 96

1% more funds holding

Funds holding: 1,0191,031 (+12)

5% less call options, than puts

Call options by funds: $3.07B | Put options by funds: $3.21B

17% less capital invested

Capital invested by funds: $124B → $103B (-$20.9B)

34% less funds holding in top 10

Funds holding in top 10: 13388 (-45)

Holders
1,031
Holders Change
+12
Holders Change %
+1.18%
% of All Funds
29.77%
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
Name Holding Trade Value Shares
Change
Change in
Stake
PP
976
Palladium Partners
Virginia
$40K +$44.5K +2,400 New
CFG
977
CKW Financial Group
Hawaii
$38K -$41.6K -2,240 -99%
AA
978
Apriem Advisors
California
$38K +$16.7K +900 +67%
CFS
979
Community Financial System
New York
$35K +$29.7K +1,600 +320%
AFIA
980
America First Investment Advisors
Nebraska
$34K
ST
981
SpiderRock Trading
Illinois
$34K
MAS
982
Madden Advisory Services
Florida
$34K +$7.42K +400 +25%
CFN
983
Cordasco Financial Network
Florida
$34K +$37.1K +2,000 New
OSNBOA
984
Old Second National Bank of Aurora
Illinois
$34K +$37.1K +2,000 New
TCCM
985
Timber Creek Capital Management
Massachusetts
$33K
GI
986
Gradient Investments
Minnesota
$31K -$3.71K -200 -10%
TSW
987
Thompson Siegel & Walmsley
Virginia
$30K
DAM
988
Delta Asset Management
Tennessee
$27K
CFA
989
Carroll Financial Associates
North Carolina
$27K +$22.3K +1,200 +316%
CAL
990
Capital Advisors Ltd
Ohio
$26K
GGPS
991
Gary Goldberg Planning Services
New York
$25K
PCTC
992
Perkins Coie Trust Company
Washington
$25K
GXMC
993
Global X Management Company
New York
$23K -$7.79K -420 -23%
ST
994
Spot Trading
Illinois
$23K +$24.9K +1,340 New
FCCM
995
First City Capital Management
Georgia
$22.5K +$24.9K +1,340 New
DSC
996
Duncker Streett & Co
Missouri
$22K
WOC
997
West Oak Capital
California
$21.9K -$3.71K -200 -13%
FMII
998
Farmers & Merchants Investments Inc
Nebraska
$20K
LWM
999
Lenox Wealth Management
Ohio
$18K -$11.9K -640 -38%
HCM
1000
Highlander Capital Management
New Jersey
$16.8K

AMZN Hedge Fund Activity: Q1 2014 in Review

1,031 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Amazon (AMZN) for Q1 2014, worth a combined $103B — down 17% from $124B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new AMZN positions and 96 closed out — a net gain of 24 holders — while 454 added to existing stakes and 350 trimmed.

The largest buyer was Davis Selected Advisers, adding an estimated $400M. The largest seller was Fidelity Investments, cutting an estimated $1.06B.

  • 1,031 institutional investors held Amazon (AMZN) as of Q1 2014, up from 1,019 in Q4 2013.
  • Funds reported $103B of Amazon stock for Q1 2014, down 17% quarter-over-quarter.
  • 120 funds opened new Amazon positions in Q1 2014 and 96 closed out, a net change of +24 holders.
  • The largest Amazon buyer in Q1 2014 was Davis Selected Advisers, an estimated $400M added.
  • The largest Amazon seller in Q1 2014 was Fidelity Investments, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2014.