We are live on ! Find out more

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
MWP
1151
MYCIO Wealth Partners
Pennsylvania
$497K -$6.93K -220 -1%
WA
1152
WFG Advisors
Texas
$497K +$20.8K +660 +5%
MMPW
1153
Mitchell McLeod Pugh & Williams
Alabama
$493K +$39.7K +1,260 +9%
SCA
1154
STALEY CAPITAL ADVISERS
Pennsylvania
$486K
MGAM
1155
McGowan Group Asset Management
Texas
$484K
VCM
1156
Versant Capital Management
Arizona
$482K +$450K +14,280 New
HHGA
1157
Halbert Hargrove Global Advisors
California
$481K -$80.1K -2,540 -15%
FNB
1158
First Niagara Bank
New York
$480K -$431K -13,660 -49%
MWM
1159
Mission Wealth Management
California
$479K +$32.8K +1,040 +8%
LJHT
1160
Laurie J. Hall Trustee
$478K -$37.8K -1,200 -6%
SWM
1161
SVA Wealth Management
Wisconsin
$477K -$6.3K -200 -1%
AWA
1162
Arete Wealth Advisors
Illinois
$475K -$245K -7,760 -36%
AIIMS
1163
Analyst IMS Investment Management Services
Israel
$473K -$31.5K -1,000 -7%
SSP
1164
Sapphire Star Partners
Washington
$473K +$441K +14,000 New
LC
1165
Lincoln Capital
Nebraska
$471K +$38.5K +1,220 +10%
EWM
1166
Empirical Wealth Management
Washington
$468K -$278K -8,820 -39%
MBT
1167
Montecito Bank & Trust
California
$467K +$436K +13,820 New
FMWA
1168
Forvis Mazars Wealth Advisors
Missouri
$461K +$32.8K +1,040 +8%
LWA
1169
Lenox Wealth Advisors
New York
$460K +$75.7K +2,400 +21%
SCM
1170
Schnieders Capital Management
California
$459K +$113K +3,580 +36%
KIA
1171
KCM Investment Advisors
California
$454K -$11.3K -360 -3%
CCFCSB
1172
Cape Cod Five Cents Savings Bank
Massachusetts
$450K +$56.1K +1,780 +15%
OWP
1173
Obermeyer Wealth Partners
Colorado
$448K -$134K -4,240 -24%
WP
1174
WMS Partners
Maryland
$447K +$95.2K +3,020 +30%
RBC
1175
Ronald Blue & Co
Georgia
$443K -$855K -27,120 -67%

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.