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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
LWA
1701
Lenox Wealth Advisors
New York
$610K +$16.5K +300 +3%
CAC
1702
Certified Advisory Corp
Florida
$610K +$574K +10,440 New
AAM
1703
American Asset Management
Florida
$609K
HWA
1704
Heritage Wealth Advisors
Virginia
$609K +$47.3K +860 +9%
FLI
1705
Family Legacy Inc
South Carolina
$609K +$573K +10,420 New
BCA
1706
Berman Capital Advisors
Georgia
$608K +$572K +10,400 New
SFM
1707
Signature Financial Management
Virginia
$606K -$831K -15,100 -59%
KLI
1708
Kelman-Lazarov Inc
Tennessee
$605K +$3.3K +60 +0.6%
CAM
1709
Concorde Asset Management
Michigan
$601K -$387K -7,040 -41%
HA
1710
Hamel Associates
New Jersey
$599K -$27.5K -500 -5%
BMO
1711
Beck Mack & Oliver
New York
$596K
MHIC
1712
Marble Harbor Investment Counsel
Massachusetts
$596K +$110K +2,000 +24%
TIM
1713
Tortoise Investment Management
New York
$592K -$33K -600 -6%
OAM
1714
Oak Asset Management
California
$592K +$557K +10,120 New
PI
1715
Pachira Investments
California
$592K +$557K +10,120 New
GHA
1716
GW Henssler & Associates
Georgia
$589K +$179K +3,260 +48%
MBT
1717
Monroe Bank & Trust
Michigan
$588K +$3.3K +60 +0.6%
IC
1718
Intersect Capital
California
$588K +$274K +4,980 +98%
BGC
1719
Blue Granite Capital
South Carolina
$587K -$918K -16,680 -63%
TFA
1720
Toth Financial Advisory
Virginia
$587K -$15.4K -280 -3%
CANY
1721
Caxton Associates (New York)
New York
$585K -$13.5M -245,000 -96%
FCM
1722
Fairbanks Capital Management
California
$585K
NB
1723
NBT Bank
New York
$583K -$138K -2,500 -20%
TA
1724
Trellis Advisors
Washington
$582K +$548K +9,960 New
CMBA
1725
C.M. Bidwell & Associates
Hawaii
$575K

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.