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1,478 hedge funds and large institutions have $211B invested in Amazon in 2015 Q4 according to their latest regulatory filings, with 269 funds opening new positions, 546 increasing their positions, 506 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more first-time investments, than exits

New positions opened: 269 | Existing positions closed: 57

67% more funds holding in top 10

Funds holding in top 10: 221370 (+149)

31% more capital invested

Capital invested by funds: $162B → $211B (+$49.8B)

15% more funds holding

Funds holding: 1,2861,478 (+192)

8% more repeat investments, than reductions

Existing positions increased: 546 | Existing positions reduced: 506

27% less call options, than puts

Call options by funds: $7.44B | Put options by funds: $10.2B

Holders
1,478
Holders Change
+192
Holders Change %
+14.93%
% of All Funds
38.76%
Holding in Top 10
370
Holding in Top 10 Change
+149
Holding in Top 10 Change %
+67.42%
% of All Funds
9.7%
New
269
Increased
546
Reduced
506
Closed
57
Calls
$7.44B
Puts
$10.2B
Net Calls
-$2.72B
Net Calls Change
-$2.41B
Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
1076
L.J. Altfest & Co
New York
$683K +$31.5K +1,000 +5%
CCC
1077
Chelsea Counsel Company
California
$679K +$633K +20,080 New
GOCM
1078
Green Owl Capital Management
New York
$676K +$630K +20,000 New
JCM
1079
JS Capital Management
New York
$676K +$630K +20,000 New
WP
1080
WealthPLAN Partners
Nebraska
$675K +$2.06M +65,300 New
MCM
1081
McKinley Capital Management
Alaska
$670K +$625K +19,840 New
RC
1082
RegentAtlantic Capital
New Jersey
$668K +$211K +6,700 +51%
GCC
1083
Guardian Capital (Canada)
Ontario, Canada
$665K +$6.3K +200 +1%
LWAC
1084
Laurel Wealth Advisors (California)
California
$662K +$617K +19,580 New
SCM
1085
SOL Capital Management
Maryland
$659K -$46.7K -1,480 -7%
WCA
1086
Westover Capital Advisors
Delaware
$649K +$605K +19,200 New
ACM
1087
Alta Capital Management
Utah
$648K +$37.2K +1,180 +7%
BRA
1088
Blue Rock Advisors
Minnesota
$648K +$604K +19,160 New
BC
1089
Banced Corp
Illinois
$645K +$601K +19,080 New
WA1
1090
Wimmer Associates 1
California
$645K +$601K +19,080 New
IC
1091
Intersect Capital
California
$643K +$600K +19,040 New
TIA
1092
Tiemann Investment Advisors
California
$641K -$92K -2,920 -13%
EC
1093
Eachwin Capital
New York
$639K +$596K +18,900 New
CFA
1094
Camarda Financial Advisors
Florida
$637K +$500K +15,860 +529%
LP
1095
LGL Partners
Pennsylvania
$637K +$594K +18,860 New
TCM
1096
Tradewinds Capital Management
Washington
$633K +$24K +760 +4%
CA
1097
Capital Advantage
California
$630K -$8.2K -260 -1%
HCM
1098
Hodges Capital Management
Texas
$629K +$492K +15,600 +520%
BSW
1099
Buckingham Strategic Wealth
Missouri
$628K +$114K +3,620 +24%
CFA
1100
Capstone Financial Advisors
Illinois
$627K

AMZN Hedge Fund Activity: Q4 2015 in Review

1,478 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Amazon (AMZN) for Q4 2015, worth a combined $211B — up 31% from $162B a quarter earlier.

Buyers outnumbered sellers: 269 funds opened new AMZN positions and 57 closed out — a net gain of 212 holders — while 546 added to existing stakes and 506 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.22B. The largest seller was Capital Research Global Investors, cutting an estimated $1.18B.

  • 1,478 institutional investors held Amazon (AMZN) as of Q4 2015, up from 1,286 in Q3 2015.
  • Funds reported $211B of Amazon stock for Q4 2015, up 31% quarter-over-quarter.
  • 269 funds opened new Amazon positions in Q4 2015 and 57 closed out, a net change of +212 holders.
  • The largest Amazon buyer in Q4 2015 was Fidelity Investments, an estimated $1.22B added.
  • The largest Amazon seller in Q4 2015 was Capital Research Global Investors, an estimated $1.18B sold.

Based on aggregated 13F filings for Q4 2015.