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
SFM
1251
Signature Financial Management
Virginia
$323K -$25.2K -800 -8%
TAM
1252
Taurus Asset Management
New York
$323K +$53.6K +1,700 +22%
BW
1253
Bison Wealth
Georgia
$323K +$301K +9,560 New
CDH
1254
Charles D. Hyman
$318K +$47.3K +1,500 +19%
HFM
1255
Hartford Financial Management
Connecticut
$317K
PFBT
1256
Parkside Financial Bank & Trust
Missouri
$313K -$30.9K -980 -10%
PCMK
1257
Paragon Capital Management (Kansas)
Kansas
$312K -$78.8K -2,500 -21%
AMG
1258
Asset Management Group
Connecticut
$312K +$3.15K +100 +1%
ACM
1259
Aviance Capital Management
Florida
$309K +$288K +9,140 New
BTW
1260
Boston Trust Walden
Massachusetts
$306K
FMW
1261
Farr Miller & Washington
District of Columbia
$305K -$18.9K -600 -6%
NME
1262
Notis-McConarty Edward
$304K
AIM
1263
Assured Investment Management
New York
$301K -$63.7K -2,020 -18%
CBN
1264
Cadence Bank NA
Texas
$300K +$31.5K +1,000 +13%
FWP
1265
FAS Wealth Partners
Kansas
$299K -$18.3K -580 -6%
BWA
1266
Burt Wealth Advisors
Maryland
$296K -$1.26K -40 -0.5%
AW
1267
Alpha Windward
Massachusetts
$296K +$24K +760 +10%
CMP
1268
Courage Miller Partners
Virginia
$295K -$1.26K -40 -0.5%
WFG
1269
Wills Financial Group
Virginia
$294K +$22.1K +700 +9%
AP
1270
Atwood & Palmer
Missouri
$294K +$82.6K +2,620 +43%
CA
1271
Callahan Advisors
Texas
$291K +$271K +8,600 New
ST
1272
Smithfield Trust
Pennsylvania
$290K
HTC
1273
Haverford Trust Company
Pennsylvania
$288K
KA
1274
Klingman & Associates
New York
$287K -$426K -13,500 -61%
SBWIC
1275
Schaper Benz & Wise Investment Counsel
Wisconsin
$287K

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.