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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
PFA
1851
Paradigm Financial Advisors
Missouri
$417K
CCM
1852
Catawba Capital Management
Virginia
$415K
DIP
1853
DT Investment Partners
Pennsylvania
$415K +$13.2K +240 +3%
TF
1854
TLWM Financial
Texas
$415K +$391K +7,100 New
MSA
1855
Marino Stram & Associates
Massachusetts
$414K +$390K +7,080 New
NIM
1856
NuWave Investment Management
New Jersey
$414K +$390K +7,080 New
Diamond Hill Capital Management
1857
Diamond Hill Capital Management
Ohio
$413K -$59.4K -1,080 -13%
EWF
1858
Epstein & White Financial
California
$412K +$348K +6,320 New
MHIM
1859
MacNealy Hoover Investment Management
Ohio
$411K +$16.5K +300 +4%
AGM
1860
Alpine Global Management
New York
$410K -$3.36M -61,060 -90%
WIC
1861
Whitegate Investment Counselors
New Hampshire
$409K -$38.5K -700 -9%
RWM
1862
Ritholtz Wealth Management
New York
$409K +$385K +7,000 New
SIC
1863
Shoker Investment Counsel
Ohio
$406K +$16.5K +300 +5%
WG
1864
Welch Group
Alabama
$406K +$75.9K +1,380 +25%
GFP
1865
Gryphon Financial Partners
Ohio
$406K +$382K +6,940 New
SFS
1866
Summit Financial Strategies
Ohio
$405K +$59.4K +1,080 +18%
CCMD
1867
Cypress Capital Management (Delaware)
Delaware
$403K
HK
1868
Horizon Kinetics
New York
$402K -$68.2K -1,240 -15%
TPW
1869
Tiller Private Wealth
Pennsylvania
$402K +$5.5K +100 +1%
KP
1870
Keel Point
Alabama
$400K -$56.1K -1,020 -13%
AC
1871
Allstate Corporation
Illinois
$400K +$29.7K +540 +9%
VCP
1872
Vista Capital Partners
Oregon
$398K +$4.4K +80 +1%
CWM
1873
Confluence Wealth Management
Oregon
$393K +$91.3K +1,660 +33%
LRIA
1874
Leonard Rickey Investment Advisors
Washington
$393K +$370K +6,720 New
GIM
1875
Guild Investment Management
California
$392K +$11K +200 +3%

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.