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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
HKIM
1576
Hayek Kallen Investment Management
Alabama
$811K -$11K -200 -1%
PAS
1577
Partnervest Advisory Services
California
$809K +$49.5K +900 +7%
MA
1578
Mutual Advisors
Nebraska
$807K +$759K +13,800 New
FWP
1579
FAS Wealth Partners
Kansas
$805K +$71.5K +1,300 +10%
AEPG
1580
American Economic Planning Group
New Jersey
$802K +$205K +3,720 +37%
MTC
1581
McDaniel Terry & Co
Texas
$795K +$79.2K +1,440 +12%
IF
1582
IRON Financial
Illinois
$794K -$8.8K -160 -1%
RP
1583
Reinhart Partners
Wisconsin
$794K -$6.6K -120 -0.9%
BWM
1584
BerganKDV Wealth Management
Minnesota
$794K +$9.9K +180 +1%
CCFCSB
1585
Cape Cod Five Cents Savings Bank
Massachusetts
$793K -$5.5K -100 -0.7%
DWM
1586
Doyle Wealth Management
Florida
$793K +$152K +2,760 +26%
CBN
1587
Cadence Bank NA
Texas
$792K +$7.7K +140 +1%
SMC
1588
Smith, Moore & Co
Missouri
$792K +$69.3K +1,260 +10%
MCWS
1589
McKinley Carter Wealth Services
West Virginia
$791K +$16.5K +300 +2%
PRHC
1590
P.R. Herzig & Co
New York
$789K -$16.5K -300 -2%
AJ
1591
Ashburton (Jersey)
Jersey
$788K +$193K +3,500 +35%
BC
1592
Burleson & Co
California
$787K +$741K +13,460 New
PGIM
1593
Pacific Global Investment Management
California
$781K +$22K +400 +3%
BC
1594
Banced Corp
Illinois
$778K +$82.5K +1,500 +13%
MIM
1595
Marco Investment Management
Georgia
$775K -$277K -5,040 -28%
FA
1596
FCG Advisors
New Jersey
$775K -$163K -2,960 -18%
CSM
1597
CAMG Solamere Management
North Carolina
$772K +$94.6K +1,720 +15%
AP
1598
Atwood & Palmer
Missouri
$770K +$304K +5,520 +72%
CCP
1599
Corient Capital Partners
California
$769K -$56.1K -1,020 -7%
RCM
1600
RB Capital Management
Nevada
$768K +$218K +3,960 +43%

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.