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2,218 hedge funds and large institutions have $342B invested in Amazon in 2017 Q4 according to their latest regulatory filings, with 361 funds opening new positions, 916 increasing their positions, 733 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 361 | Existing positions closed: 85

25% more repeat investments, than reductions

Existing positions increased: 916 | Existing positions reduced: 733

24% more funds holding in top 10

Funds holding in top 10: 471585 (+114)

21% more capital invested

Capital invested by funds: $281B → $342B (+$60.4B)

13% more funds holding

Funds holding: 1,9632,218 (+255)

5.04% less ownership

Funds ownership: 1,218.5%1,213.46% (-5%)

27% less call options, than puts

Call options by funds: $17B | Put options by funds: $23.2B

Holders
2,218
Holders Change
+255
Holders Change %
+12.99%
% of All Funds
50.29%
Holding in Top 10
585
Holding in Top 10 Change
+114
Holding in Top 10 Change %
+24.2%
% of All Funds
13.27%
New
361
Increased
916
Reduced
733
Closed
85
Calls
$17B
Puts
$23.2B
Net Calls
-$6.21B
Net Calls Change
-$3.48B
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
1551
AJ Wealth Strategies
New York
$869K +$263K +4,780 +47%
SWM
1552
SVA Wealth Management
Wisconsin
$867K +$11K +200 +1%
AIM
1553
Aspen Investment Management
Michigan
$863K -$17.6K -320 -2%
GIA
1554
Guyasuta Investment Advisors
Pennsylvania
$862K +$55K +1,000 +7%
SWA
1555
Sutton Wealth Advisors
Florida
$858K +$8.8K +160 +1%
JFA
1556
JNBA Financial Advisors
Minnesota
$855K +$27.5K +500 +4%
CA
1557
Capital Advantage
California
$850K -$23.1K -420 -3%
HFM
1558
Hartford Financial Management
Connecticut
$847K -$99K -1,800 -11%
PGA
1559
Portland Global Advisors
Maine
$841K -$178K -3,240 -18%
LCC
1560
Lincoln Capital Corp
Rhode Island
$839K +$789K +14,340 New
LJHT
1561
Laurie J. Hall Trustee
$838K +$42.9K +780 +6%
BB
1562
Bell Bank
North Dakota
$837K +$112K +2,040 +17%
CPIA
1563
Cornell Pochily Investment Advisors
New York
$835K +$786K +14,280 New
MSAM
1564
Moloney Securities Asset Management
Missouri
$833K -$17.6K -320 -2%
CCT
1565
Country Club Trust
Missouri
$830K +$73.7K +1,340 +10%
IWA
1566
IBEX Wealth Advisors
New Jersey
$829K +$7.7K +140 +1%
BM
1567
Brandywine Managers
Delaware
$824K
GCAC
1568
Guardian Capital Advisors (Canada)
Ontario, Canada
$823K +$55K +1,000 +9%
NSIM
1569
North Star Investment Management
Illinois
$822K +$12.1K +220 +2%
KC
1570
KHP Capital
Oklahoma
$821K +$773K +14,040 New
KPF
1571
K2 Principal Fund
Ontario, Canada
$819K -$766K -13,920 -50%
KSA
1572
Ken Stern & Associates
California
$819K -$11K -200 -1%
GPGA
1573
Grandeur Peak Global Advisors
Utah
$819K
PFGIA
1574
Patriot Financial Group Insurance Agency
Massachusetts
$817K +$165K +3,000 +30%
GBA
1575
Garrison Bradford & Associates
New York
$813K -$11K -200 -1%

AMZN Hedge Fund Activity: Q4 2017 in Review

2,218 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Amazon (AMZN) for Q4 2017, worth a combined $342B — up 21% from $281B a quarter earlier.

Buyers outnumbered sellers: 361 funds opened new AMZN positions and 85 closed out — a net gain of 276 holders — while 916 added to existing stakes and 733 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $847M. The largest seller was SG Americas Securities, cutting an estimated $1.33B.

  • 2,218 institutional investors held Amazon (AMZN) as of Q4 2017, up from 1,963 in Q3 2017.
  • Funds reported $342B of Amazon stock for Q4 2017, up 21% quarter-over-quarter.
  • 361 funds opened new Amazon positions in Q4 2017 and 85 closed out, a net change of +276 holders.
  • The largest Amazon buyer in Q4 2017 was Lone Pine Capital, an estimated $847M added.
  • The largest Amazon seller in Q4 2017 was SG Americas Securities, an estimated $1.33B sold.

Based on aggregated 13F filings for Q4 2017.