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Amazon

3,279 hedge funds and large institutions have $807B invested in Amazon in 2020 Q2 according to their latest regulatory filings, with 235 funds opening new positions, 1,491 increasing their positions, 1,280 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 235 | Existing positions closed: 91

42% more capital invested

Capital invested by funds: $570B → $807B (+$237B)

16% more repeat investments, than reductions

Existing positions increased: 1,491 | Existing positions reduced: 1,280

11% more funds holding in top 10

Funds holding in top 10: 1,2931,434 (+141)

4% more funds holding

Funds holding: 3,1673,279 (+112)

6% more call options, than puts

Call options by funds: $56B | Put options by funds: $52.9B

145.32% less ownership

Funds ownership: 1,317.66%1,172.34% (-145%)

Holders
3,279
Holders Change
+112
Holders Change %
+3.54%
% of All Funds
67.23%
Holding in Top 10
1,434
Holding in Top 10 Change
+141
Holding in Top 10 Change %
+10.9%
% of All Funds
29.4%
New
235
Increased
1,491
Reduced
1,280
Closed
91
Calls
$56B
Puts
$52.9B
Net Calls
+$3.09B
Net Calls Change
+$9.61B
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
101
CIBC Private Wealth Group
Georgia
$1.05B -$386M -3,194,200 -30%
SoftBank Group
102
SoftBank Group
Japan
$1.04B +$914M +7,569,400 New
Russell Investments Group
103
Russell Investments Group
United Kingdom
$993M +$27.7M +229,040 +3%
Assenagon Asset Management
104
Assenagon Asset Management
Luxembourg
$972M +$449M +3,714,340 +112%
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$959M +$54.5M +451,040 +7%
Canada Life
106
Canada Life
Manitoba, Canada
$959M +$69.6M +576,200 +9%
Los Angeles Capital Management
107
Los Angeles Capital Management
California
$941M +$62.2M +515,020 +8%
Public Employees Retirement Association of Colorado
108
Public Employees Retirement Association of Colorado
Colorado
$937M -$36M -298,380 -4%
AG
109
Aperio Group
California
$923M +$35.6M +295,060 +5%
MSE
110
MUFG Securities EMEA
United Kingdom
$921M -$183M -1,511,040 -18%
VVP
111
Vulcan Value Partners
Alabama
$903M +$94.8M +785,020 +14%
Stifel Financial
112
Stifel Financial
Missouri
$886M +$21.4M +177,240 +3%
SO
113
STRS Ohio
Ohio
$877M +$995K +8,240 +0.1%
MCM
114
Melvin Capital Management
New York
$860M -$391M -3,239,920 -34%
William Blair & Company
115
William Blair & Company
Illinois
$848M +$29.6M +244,780 +4%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$843M -$2.69M -22,280 -0.4%
ProShare Advisors
117
ProShare Advisors
Maryland
$837M +$140M +1,161,160 +24%
KBC Group
118
KBC Group
Belgium
$819M +$413M +3,420,100 +136%
WRCM
119
Whale Rock Capital Management
Massachusetts
$814M +$20.8M +171,820 +3%
State of New Jersey Common Pension Fund D
120
State of New Jersey Common Pension Fund D
New Jersey
$802M -$36.8M -305,020 -5%
VAM
121
Vontobel Asset Management
New York
$789M -$76.7M -635,180 -11%
SGA
122
Sustainable Growth Advisers
Connecticut
$779M +$10.7M +88,440 +2%
JSP
123
Jackson Square Partners
California
$773M +$27M +223,920 +4%
Artisan Partners
124
Artisan Partners
Wisconsin
$773M -$177M -1,467,160 -21%
Alkeon Capital Management
125
Alkeon Capital Management
New York
$769M -$84.5M -700,000 -11%

AMZN Hedge Fund Activity: Q2 2020 in Review

3,279 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Amazon (AMZN) for Q2 2020, worth a combined $807B — up 42% from $570B a quarter earlier.

Buyers outnumbered sellers: 235 funds opened new AMZN positions and 91 closed out — a net gain of 144 holders — while 1,491 added to existing stakes and 1,280 trimmed.

The largest buyer was BlackRock, adding an estimated $2.16B. The largest seller was Osaic Holdings, cutting an estimated $85.2B.

  • 3,279 institutional investors held Amazon (AMZN) as of Q2 2020, up from 3,167 in Q1 2020.
  • Funds reported $807B of Amazon stock for Q2 2020, up 42% quarter-over-quarter.
  • 235 funds opened new Amazon positions in Q2 2020 and 91 closed out, a net change of +144 holders.
  • The largest Amazon buyer in Q2 2020 was BlackRock, an estimated $2.16B added.
  • The largest Amazon seller in Q2 2020 was Osaic Holdings, an estimated $85.2B sold.

Based on aggregated 13F filings for Q2 2020.