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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
AIM
1001
Assured Investment Management
New York
$4.5M +$3.18M +57,840 +303%
TWA
1002
TCI Wealth Advisors
Arizona
$4.5M
CBU
1003
CIBC Bank USA
Illinois
$4.46M +$178K +3,240 +4%
NCGI
1004
Next Century Growth Investors
Minnesota
$4.43M -$1.88M -34,080 -31%
BAM
1005
Barrett Asset Management
New York
$4.4M -$243K -4,420 -6%
Fayez Sarofim & Co
1006
Fayez Sarofim & Co
Texas
$4.39M +$133K +2,420 +3%
RFWA
1007
RPg Family Wealth Advisory
Massachusetts
$4.39M -$40.7K -740 -1%
AF
1008
Aldebaran Financial
$4.38M +$205K +3,720 +5%
LWAC
1009
Laurel Wealth Advisors (California)
California
$4.38M +$528K +9,600 +15%
LC
1010
Lourd Capital
California
$4.38M +$1.02M +18,600 +33%
PFS
1011
Physicians Financial Services
North Carolina
$4.35M +$187K +3,400 +5%
WAM
1012
Wealthspire Advisors (Maryland)
Maryland
$4.33M +$735K +13,360 +22%
I
1013
IberiaBank
Louisiana
$4.33M +$923K +16,780 +30%
LMIM
1014
Lockheed Martin Investment Management
Maryland
$4.33M -$2.09M -38,000 -34%
AA
1015
Apriem Advisors
California
$4.31M -$354K -6,440 -8%
HAM
1016
Highstreet Asset Management
Ontario, Canada
$4.29M +$967K +17,580 +32%
BAM
1017
Belpointe Asset Management
Nevada
$4.27M +$166K +3,020 +4%
SSWM
1018
Sheets Smith Wealth Management
North Carolina
$4.26M +$368K +6,680 +10%
MWM
1019
Meridian Wealth Management
Kentucky
$4.21M +$117K +2,120 +3%
COI
1020
Connable Office Inc
Michigan
$4.19M -$503K -9,140 -11%
UR
1021
USCA RIA
Texas
$4.19M +$490K +8,900 +14%
GA
1022
GFS Advisors
Texas
$4.18M
WEC
1023
Winslow Evans & Crocker
Massachusetts
$4.18M -$112K -2,040 -3%
Cetera Investment Advisers
1024
Cetera Investment Advisers
Illinois
$4.15M -$35.2K -640 -0.9%
FWC
1025
First Washington Corp
Washington
$4.14M

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.