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1,733 hedge funds and large institutions have $227B invested in Amazon in 2016 Q4 according to their latest regulatory filings, with 254 funds opening new positions, 760 increasing their positions, 559 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,274.91% more ownership

Funds ownership: 0%1,274.91% (+1,275%)

87% more first-time investments, than exits

New positions opened: 254 | Existing positions closed: 136

36% more repeat investments, than reductions

Existing positions increased: 760 | Existing positions reduced: 559

5% more funds holding

Funds holding: 1,6471,733 (+86)

12% less capital invested

Capital invested by funds: $259B → $227B (-$31.5B)

17% less funds holding in top 10

Funds holding in top 10: 478397 (-81)

27% less call options, than puts

Call options by funds: $8.54B | Put options by funds: $11.6B

Holders
1,733
Holders Change
+86
Holders Change %
+5.22%
% of All Funds
43.31%
Holding in Top 10
397
Holding in Top 10 Change
-81
Holding in Top 10 Change %
-16.95%
% of All Funds
9.92%
New
254
Increased
760
Reduced
559
Closed
136
Calls
$8.54B
Puts
$11.6B
Net Calls
-$3.1B
Net Calls Change
-$2.63B
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1676
Wealthcare Capital Management
Virginia
$43K +$11.8K +300 +35%
EWM
1677
Endurance Wealth Management
Rhode Island
$40K +$3.92K +100 +10%
WAP
1678
Wealthcare Advisory Partners
Pennsylvania
$37K
NSB
1679
Norway Savings Bank
Maine
$37K +$39.2K +1,000 New
SHJ
1680
Sharkey, Howes & Javer
Colorado
$35K
AC
1681
Alexandria Capital
Virginia
$35K +$3.13K +80 +9%
KLI
1682
Kelman-Lazarov Inc
Tennessee
$34.5K -$347K -8,860 -91%
AWM
1683
Avior Wealth Management
Nebraska
$34K
CWM
1684
Cranbrook Wealth Management
Michigan
$30K +$31.3K +800 New
PCA
1685
Peddock Capital Advisors
Massachusetts
$28K +$12.5K +320 +76%
HTHT
1686
Hemenway Trust Hemenway Trust
New Hampshire
$28K +$29K +740 New
TIM
1687
Tortoise Investment Management
New York
$27K +$11.8K +300 +71%
DPA
1688
Delphi Private Advisors
California
$25K -$7.05K -180 -21%
MA
1689
MCF Advisors
Kentucky
$24K -$3.13K -80 -11%
JWA
1690
JFS Wealth Advisors
Pennsylvania
$23K +$24.3K +620 New
AWMS
1691
Advocacy Wealth Management Services
Georgia
$22K
MCM
1692
MV Capital Management
Maryland
$22K
RBC
1693
Roble Belko & Company
Pennsylvania
$22K +$14.9K +380 +173%
LS
1694
Livforsakringsbolaget Skandia
Sweden
$21.6K +$14M +356,720 +162%
CP
1695
Corbenic Partners
Pennsylvania
$19K
FMP
1696
Financial Management Professionals
Texas
$19K +$2.35K +60 +13%
HCM
1697
Horrell Capital Management
Arkansas
$19K +$2.35K +60 +13%
AA
1698
AlphaMark Advisors
Kentucky
$19K +$19.6K +500 New
FCA
1699
Florence Capital Advisors
New York
$19K +$19.6K +500 New
JAM
1700
Jolley Asset Management
North Carolina
$19K +$19.6K +500 New

AMZN Hedge Fund Activity: Q4 2016 in Review

1,733 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Amazon (AMZN) for Q4 2016, worth a combined $227B — down 12% from $259B a quarter earlier.

Buyers outnumbered sellers: 254 funds opened new AMZN positions and 136 closed out — a net gain of 118 holders — while 760 added to existing stakes and 559 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $685M. The largest seller was Capital World Investors, cutting an estimated $2.1B.

  • 1,733 institutional investors held Amazon (AMZN) as of Q4 2016, up from 1,647 in Q3 2016.
  • Funds reported $227B of Amazon stock for Q4 2016, down 12% quarter-over-quarter.
  • 254 funds opened new Amazon positions in Q4 2016 and 136 closed out, a net change of +118 holders.
  • The largest Amazon buyer in Q4 2016 was Susquehanna International Group, an estimated $685M added.
  • The largest Amazon seller in Q4 2016 was Capital World Investors, an estimated $2.1B sold.

Based on aggregated 13F filings for Q4 2016.