We are live on ! Find out more

1,733 hedge funds and large institutions have $227B invested in Amazon in 2016 Q4 according to their latest regulatory filings, with 254 funds opening new positions, 760 increasing their positions, 559 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,274.91% more ownership

Funds ownership: 0%1,274.91% (+1,275%)

87% more first-time investments, than exits

New positions opened: 254 | Existing positions closed: 136

36% more repeat investments, than reductions

Existing positions increased: 760 | Existing positions reduced: 559

5% more funds holding

Funds holding: 1,6471,733 (+86)

12% less capital invested

Capital invested by funds: $259B → $227B (-$31.5B)

17% less funds holding in top 10

Funds holding in top 10: 478397 (-81)

27% less call options, than puts

Call options by funds: $8.54B | Put options by funds: $11.6B

Holders
1,733
Holders Change
+86
Holders Change %
+5.22%
% of All Funds
43.31%
Holding in Top 10
397
Holding in Top 10 Change
-81
Holding in Top 10 Change %
-16.95%
% of All Funds
9.92%
New
254
Increased
760
Reduced
559
Closed
136
Calls
$8.54B
Puts
$11.6B
Net Calls
-$3.1B
Net Calls Change
-$2.63B
Name Holding Trade Value Shares
Change
Change in
Stake
WF
1026
Welch & Forbes
Massachusetts
$1.83M +$1.92M +48,940 New
FNFDCM
1027
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.78M
HAG
1028
HighPoint Advisor Group
Illinois
$1.77M +$406K +10,360 +33%
MNBTD
1029
Moody National Bank Trust Division
Texas
$1.77M
WA
1030
Wealth Architects
California
$1.77M -$3.92K -100 -0.2%
ACI
1031
Alpha Cubed Investments
California
$1.77M -$332K -8,460 -15%
LC
1032
Lourd Capital
California
$1.77M +$57.2K +1,460 +3%
PCMM
1033
Private Capital Management (Minnesota)
Minnesota
$1.77M +$423K +10,800 +30%
EFS
1034
Essex Financial Services
Connecticut
$1.76M +$710K +18,120 +63%
PA
1035
Pinnacle Associates
New York
$1.75M +$44.7K +1,140 +3%
BBCM
1036
Boardman Bay Capital Management
New York
$1.75M +$562K +14,340 +44%
HCA
1037
Harbour Capital Advisors
Virginia
$1.74M +$659K +16,820 +57%
ANRIA
1038
American National Registered Investment Advisor
Texas
$1.72M
OLA
1039
Oliver Luxxe Assets
New Jersey
$1.72M +$66.6K +1,700 +4%
RIL
1040
Rothschild Investment LLC
Illinois
$1.71M +$7.84K +200 +0.4%
BSW
1041
Buckingham Strategic Wealth
Missouri
$1.71M +$879K +22,440 +97%
OIA
1042
Optimum Investment Advisors
Illinois
$1.7M +$285K +7,280 +19%
SGAM
1043
Steinberg Global Asset Management
Florida
$1.69M -$3.13K -80 -0.2%
SBSB
1044
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.69M +$136K +3,460 +8%
EWM
1045
Evermay Wealth Management
Virginia
$1.68M -$11.8K -300 -0.7%
ZCA
1046
Zeke Capital Advisors
Pennsylvania
$1.68M +$1.11M +28,440 +175%
TSW
1047
Thompson Siegel & Walmsley
Virginia
$1.66M +$1.5M +38,220 +620%
ACH
1048
ArrowMark Colorado Holdings
Colorado
$1.66M
Carson Wealth (CWM LLC)
1049
Carson Wealth (CWM LLC)
Nebraska
$1.66M +$864K +22,060 +100%
TU
1050
TDAM USA
Ontario, Canada
$1.66M -$573K -14,620 -25%

AMZN Hedge Fund Activity: Q4 2016 in Review

1,733 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Amazon (AMZN) for Q4 2016, worth a combined $227B — down 12% from $259B a quarter earlier.

Buyers outnumbered sellers: 254 funds opened new AMZN positions and 136 closed out — a net gain of 118 holders — while 760 added to existing stakes and 559 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $685M. The largest seller was Capital World Investors, cutting an estimated $2.1B.

  • 1,733 institutional investors held Amazon (AMZN) as of Q4 2016, up from 1,647 in Q3 2016.
  • Funds reported $227B of Amazon stock for Q4 2016, down 12% quarter-over-quarter.
  • 254 funds opened new Amazon positions in Q4 2016 and 136 closed out, a net change of +118 holders.
  • The largest Amazon buyer in Q4 2016 was Susquehanna International Group, an estimated $685M added.
  • The largest Amazon seller in Q4 2016 was Capital World Investors, an estimated $2.1B sold.

Based on aggregated 13F filings for Q4 2016.