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Amazon
AMZN

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: 1,647 → 1,733 (+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: 478 → 397 (-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

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$685M
2
Asset Management One
Asset Management One
Japan
+$478M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$432M
4
State Street
State Street
Massachusetts
+$430M
5
Goldman Sachs
Goldman Sachs
New York
+$362M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$2.1B
2
Viking Global Investors
Viking Global Investors
Connecticut
-$1.02B
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$620M
4
CG
Carmignac Gestion
France
-$541M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$538M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1126
CrestPoint Capital Management
Missouri
$1.2M – – –
KWMG
1127
King Wealth Management Group
Florida
$1.2M +$159K +4,060 +15%
QCG
1128
Quadrant Capital Group
Ohio
$1.19M -$18.8K -480 -1%
ABFS
1129
Appropriate Balance Financial Services
Washington
$1.18M -$127K -3,240 -9%
CP
1130
Camelot Portfolios
Ohio
$1.18M +$36.8K +940 +3%
NCM
1131
Narwhal Capital Management
Georgia
$1.17M – – –
SC
1132
Saturna Capital
Washington
$1.17M – – –
IAS
1133
IMA Advisory Services
Colorado
$1.17M -$74.5K -1,900 -6%
B
1134
Bailard
California
$1.17M +$12.5K +320 +1%
NBC
1135
Neuberger Berman Canada
Ontario, Canada
$1.17M -$192K -4,900 -14%
PJSIMP
1136
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.17M +$364K +9,300 +43%
FAM
1137
Fortaleza Asset Management
Illinois
$1.17M -$897K -22,900 -42%
APP
1138
Avantax Planning Partners
Iowa
$1.16M +$1.22M +31,040 New
FP
1139
Foundry Partners
Minnesota
$1.14M -$1.79M -45,780 -60%
ICA
1140
Infrastructure Capital Advisors
New York
$1.14M +$1.19M +30,400 New
GLI
1141
Guardian Life Insurance
New York
$1.13M +$50.2K +1,280 +4%
CVSC
1142
C.V. Starr & Co
New York
$1.13M – – –
PAWC
1143
P.A.W. Capital
Connecticut
$1.13M +$1.18M +30,000 New
AAM
1144
Azzad Asset Management
Virginia
$1.12M +$28.2K +720 +2%
HCM
1145
Harvey Capital Management
Florida
$1.12M +$784K +20,000 +200%
SA
1146
Sicart Associates
New York
$1.12M +$1.17M +29,900 New
AWA
1147
ARS Wealth Advisors
Florida
$1.11M +$520K +13,260 +81%
LAM
1148
Lebenthal Asset Management
New York
$1.1M -$33.7K -860 -3%
VCM
1149
Vigilant Capital Management
Maine
$1.1M – – –
AWM
1150
Altavista Wealth Management
North Carolina
$1.09M +$40.8K +1,040 +4%
44 45
46
47 48

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.