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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
HB
1201
Homrich & Berg
Georgia
$400K +$48.5K +1,540 +15%
LNC
1202
Lincoln National Corp
Pennsylvania
$399K +$24K +760 +6%
MIS
1203
Morningstar Investment Services
Illinois
$395K +$31.5K +1,000 +9%
AP
1204
Appleton Partners
Massachusetts
$394K +$3.78K +120 +1%
JFGIW
1205
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$393K +$125K +3,980 +52%
BMO
1206
Beck Mack & Oliver
New York
$392K -$443K -14,040 -55%
NFM
1207
North Forty Management
Washington
$392K +$366K +11,600 New
GWS
1208
Glassman Wealth Services
Virginia
$385K
WF
1209
WealthTrust Fairport
Ohio
$385K +$26.5K +840 +8%
AA
1210
Apriem Advisors
California
$383K +$15.8K +500 +5%
SHCM
1211
Stokes & Hubbell Capital Management
Louisiana
$377K +$352K +11,160 New
SCA
1212
Secor Capital Advisors
New York
$376K -$99.6K -3,160 -22%
OC
1213
Oarsman Capital
Wisconsin
$376K -$15.1K -480 -4%
AFP
1214
Ausdal Financial Partners
Iowa
$376K +$351K +11,140 New
WPP
1215
Whalerock Point Partners
Rhode Island
$373K +$348K +11,040 New
BC
1216
Burney Company
Virginia
$370K +$76.3K +2,420 +28%
1SB
1217
1ST Source Bank
Indiana
$367K -$2.52K -80 -0.7%
S
1218
SignatureFD
Georgia
$366K -$6.93K -220 -2%
SLG
1219
Stanley-Laman Group
Pennsylvania
$362K -$13.9K -440 -4%
SBWM
1220
Sunflower Bank Wealth Management
Arizona
$361K
SGAM
1221
Steinberg Global Asset Management
Florida
$359K +$22.7K +720 +7%
FFC
1222
First Financial Corp
Indiana
$358K
SCA
1223
Stillwater Capital Advisors
Pennsylvania
$358K
PIM
1224
Penobscot Investment Management
Massachusetts
$358K +$6.3K +200 +2%
TDC
1225
Thompson Davis & Co
Virginia
$357K -$148K -4,680 -31%

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.