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
BCM
1301
BTC Capital Management
Iowa
$250K +$234K +7,420 New
RFA
1302
Reilly Financial Advisors
California
$249K +$29K +920 +14%
BFG
1303
Beacon Financial Group
Texas
$247K +$226K +7,180 New
BFM
1304
Boothbay Fund Management
New York
$247K +$230K +7,300 New
Fayez Sarofim & Co
1305
Fayez Sarofim & Co
Texas
$245K -$189K -6,000 -45%
CPIG
1306
Chicago Partners Investment Group
Illinois
$245K -$6.3K -200 -3%
AEPG
1307
American Economic Planning Group
New Jersey
$245K +$229K +7,260 New
CCM
1308
Cohen Capital Management
California
$243K
AWE
1309
Avidian Wealth Enterprises
Texas
$243K +$226K +7,180 New
DFIM
1310
Detwiler Fenton Investment Management
Massachusetts
$241K +$225K +7,140 New
ACA
1311
Anchor Capital Advisors
Massachusetts
$240K +$224K +7,100 New
LCM
1312
Leisure Capital Management
California
$239K +$223K +7,060 New
MCWS
1313
McKinley Carter Wealth Services
West Virginia
$239K +$223K +7,080 New
MC
1314
Menta Capital
California
$238K +$222K +7,040 New
BL
1315
Balentine LLC
Georgia
$237K +$158K +5,020 +254%
CFA
1316
CT Financial Advisors
Pennsylvania
$237K +$126K +4,000 +133%
Diamond Hill Capital Management
1317
Diamond Hill Capital Management
Ohio
$236K +$220K +6,980 New
DAM
1318
Delta Asset Management
Tennessee
$234K
LRPA
1319
L. Roy Papp & Associates
Arizona
$231K +$216K +6,840 New
SRP
1320
Saddle Road Partners
Nebraska
$230K +$214K +6,800 New
PMG
1321
ProVise Management Group
Florida
$227K +$211K +6,700 New
MCM
1322
Maple Capital Management
Vermont
$226K +$211K +6,700 New
MHS
1323
M Holdings Securities
Oregon
$225K +$210K +6,660 New
VCM
1324
Violich Capital Management
California
$225K +$210K +6,660 New
SI
1325
Scout Investments
Missouri
$224K +$209K +6,640 New

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.