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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
HR
1451
Howe & Rusling
New York
$17K
SFPM
1452
Sensible Financial Planning & Management
Massachusetts
$17K +$15.8K +500 New
CCS
1453
Crosspoint Capital Strategies
California
$16K -$29.6K -940 -48%
FMP
1454
Financial Management Professionals
Texas
$16K
HCM
1455
Horrell Capital Management
Arkansas
$16K
LWA
1456
Lowe Wealth Advisors
Maryland
$16K
NC
1457
NewSquare Capital
Pennsylvania
$14K
CFS
1458
Commonwealth Financial Services
West Virginia
$14K +$12.6K +400 New
PG
1459
Patten Group
Tennessee
$10.1K
TWMP
1460
Taylor Wealth Management Partners
Massachusetts
$10K
EWM
1461
Endurance Wealth Management
Rhode Island
$9K
PRS
1462
Pinkerton Retirement Specialists
Idaho
$9K
MJRIC
1463
Mogy Joel R Investment Counsel
California
$7.68K -$6.18M -195,980 -90%
MS
1464
Marshall & Sullivan
Washington
$7K
M
1465
MOTCO
Texas
$7K
AWMS
1466
Advocacy Wealth Management Services
Georgia
$7K +$6.3K +200 New
BCI
1467
Brinker Capital Investments
Pennsylvania
$7K +$6.3K +200 +1,000%
RWML
1468
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$5.41K
BCFS
1469
Butensky & Cohen Financial Security
Florida
$5K
IAS
1470
INR Advisory Services
Pennsylvania
$5K +$5.04K +160 New
RWM
1471
RKL Wealth Management
Pennsylvania
$3.92K +$3.63M +115,260 New
DRS
1472
Deane Retirement Strategies
Louisiana
$3K
CIM
1473
Contravisory Investment Management
Massachusetts
$3K +$2.52K +80 New
RBC
1474
Roble Belko & Company
Pennsylvania
$3K +$3.15K +100 New
MC
1475
Maplelane Capital
New York
$1K -$164M -5,200,000 -100%

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.