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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
BCM
1926
Beddow Capital Management
Wyoming
$346K
DDPIC
1927
Deroy & Devereaux Private Investment Counsel
Michigan
$343K +$26.4K +480 +9%
DBIA
1928
Dumont & Blake Investment Advisors
New Jersey
$339K +$11K +200 +4%
NCM
1929
Novare Capital Management
North Carolina
$337K
JDR
1930
Jay D. Rosenbaum
$336K +$29.7K +540 +10%
1IA
1931
1834 Investment Advisors
Wisconsin
$332K +$313K +5,680 New
AF
1932
Affiance Financial
Minnesota
$327K
SAM
1933
Summit Asset Management
Tennessee
$327K +$308K +5,600 New
OPCM
1934
Osborne Partners Capital Management
California
$320K +$14.3K +260 +5%
W
1935
WealthShield
North Carolina
$320K +$296K +5,380 New
WP
1936
WealthShield Partners
North Carolina
$320K +$296K +5,380 New
CGA
1937
Crescent Grove Advisors
Illinois
$318K -$78.1K -1,420 -21%
YMRC
1938
Yorktown Management & Research Company
Virginia
$316K -$110K -2,000 -27%
NDSI
1939
Newman Dignan & Sheerar Inc
Rhode Island
$316K +$13.2K +240 +5%
NAM
1940
NTV Asset Management
West Virginia
$316K +$27.5K +500 +10%
HFA
1941
HC Financial Advisors
California
$315K +$296K +5,380 New
DOA
1942
D'Orazio & Associates
Virginia
$313K +$55K +1,000 +23%
MMHP
1943
Murphy Middleton Hinkle & Parker
Georgia
$311K +$293K +5,320 New
I
1944
INVST
Indiana
$310K +$31.9K +580 +12%
BIA
1945
BHK Investment Advisors
Alabama
$310K +$292K +5,300 New
DWM
1946
Dakota Wealth Management
Florida
$310K +$292K +5,300 New
SCM
1947
Shapiro Capital Management
Georgia
$310K +$55K +1,000 +23%
SXL
1948
Summit X LLC
Missouri
$306K +$58.3K +1,060 +25%
MCM
1949
Mainstay Capital Management
Michigan
$306K +$288K +5,240 New
FSA
1950
Financial Sense Advisors
California
$304K -$154K -2,800 -35%

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.