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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
HCM
1801
Hall Capital Management
Rhode Island
$465K -$5.5K -100 -1%
FFC
1802
First Financial Corp
Indiana
$465K
OC
1803
Oarsman Capital
Wisconsin
$463K -$24.2K -440 -5%
AL
1804
Aspiriant LLC
California
$462K -$465K -8,460 -52%
TIP
1805
Torray Investment Partners
Maryland
$462K +$435K +7,900 New
BWA
1806
BDO Wealth Advisors
Florida
$461K
LIM
1807
Leavell Investment Management
Alabama
$461K
BFA
1808
Bragg Financial Advisors
North Carolina
$460K +$16.5K +300 +4%
HCM
1809
Hengehold Capital Management
Ohio
$460K +$16.5K +300 +4%
WIC
1810
Woodmont Investment Counsel
Tennessee
$460K +$151K +2,740 +53%
CWA
1811
Clarus Wealth Advisors
Arizona
$460K +$432K +7,860 New
XS
1812
XML Securities
Maryland
$460K +$432K +7,860 New
CCM
1813
Carlson Capital Management
Minnesota
$458K +$165K +3,000 +62%
WC
1814
Whitney & Co
New York
$455K -$243K -4,420 -36%
DWM
1815
Dynasty Wealth Management
Florida
$454K +$427K +7,760 New
BL
1816
BFSG LLC
California
$453K +$41.8K +760 +11%
NIC
1817
Northwest Investment Counselors
Oregon
$451K +$358K +6,500 +533%
PA
1818
Probity Advisors
Texas
$450K +$12.1K +220 +3%
KA
1819
Kaizen Advisory
Illinois
$450K +$424K +7,700 New
MIM
1820
MPI Investment Management
Illinois
$448K +$421K +7,660 New
KM
1821
Kalos Management
Georgia
$444K +$131K +2,380 +49%
PT
1822
Plimoth Trust
Massachusetts
$444K +$418K +7,600 New
BHBT
1823
Burke & Herbert Bank & Trust
Virginia
$443K
GAM
1824
Gemmer Asset Management
California
$443K +$132K +2,400 +46%
GIM
1825
Goelzer Investment Management
Indiana
$442K -$17.6K -320 -4%

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.