We are live on ! Find out more
AMZN icon

Amazon
AMZN

1,963 hedge funds and large institutions have $281B invested in Amazon in 2017 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 904 increasing their positions, 699 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 81

29% more repeat investments, than reductions

Existing positions increased: 904 | Existing positions reduced: 699

2% more funds holding

Funds holding: 1,927 → 1,963 (+36)

2% less capital invested

Capital invested by funds: $287B → $281B (-$5.45B)

5% less funds holding in top 10

Funds holding in top 10: 495 → 471 (-24)

15% less call options, than puts

Call options by funds: $15.6B | Put options by funds: $18.4B

20.89% less ownership

Funds ownership: 1,239.4% → 1,218.5% (-21%)

Holders
1,963
Holders Change
+36
Holders Change %
+1.87%
% of All Funds
48.93%
Holding in Top 10
471
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-4.85%
% of All Funds
11.74%
New
133
Increased
904
Reduced
699
Closed
81
Calls
$15.6B
Puts
$18.4B
Net Calls
-$2.72B
Net Calls Change
+$1.97B

Top Buyers

Rank Fund Capital Flow
1
SG Americas Securities
SG Americas Securities
New York
+$1.2B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$489M
3
CG
Cutler Group
California
+$353M
4
Bank of America
Bank of America
North Carolina
+$324M
5
Tiger Global Management
Tiger Global Management
New York
+$290M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$689M
2
LPU
Lansdowne Partners (UK)
United Kingdom
-$666M
3
OAG
Orbis Allan Gray
Bermuda
-$580M
4
State Street
State Street
Massachusetts
-$482M
5
Jennison Associates
Jennison Associates
New York
-$458M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
2001
Waratah Capital Advisors
Ontario, Canada
– -$1.24M -25,540 Closed
CCM
2002
Courage Capital Management
Tennessee
– -$1.07M -22,200 Closed
CWM
2003
Concert Wealth Management
California
– -$1.05M -21,720 Closed
SCA
2004
Salient Capital Advisors
Texas
– -$1.05M -21,660 Closed
RGNCM
2005
R.G. Niederhoffer Capital Management
New York
– -$871K -18,000 Closed
BWFM
2006
Bridgewater Wealth & Financial Management
Maryland
– -$743K -15,360 Closed
LCC
2007
Lincoln Capital Corp
Rhode Island
– -$625K -12,920 Closed
FRM
2008
Fox Run Management
Connecticut
– -$581K -12,000 Closed
FLI
2009
Family Legacy Inc
South Carolina
– -$499K -10,300 Closed
PAS
2010
Park Avenue Securities
New York
– -$492K -10,260 Closed
BP
2011
BBR Partners
New York
– -$494K -10,200 Closed
B
2012
Bridgeworth
Alabama
– -$508K -10,180 Closed
SIM
2013
Sonora Investment Management
Arizona
– -$449K -9,280 Closed
LP
2014
LGL Partners
Pennsylvania
– -$440K -9,100 Closed
ECM
2015
Evergreen Capital Management
Washington
– -$407K -8,400 Closed
PCM
2016
Peak Capital Management
Colorado
– -$373K -7,700 Closed
ACM
2017
Aviance Capital Management
Florida
– -$326K -6,740 Closed
PM
2018
Parametrica Management
Hong Kong
– -$325K -6,720 Closed
FIG
2019
FundX Investment Group
California
– -$303K -6,260 Closed
PDM
2020
Penn Davis McFarland
Texas
– -$300K -6,200 Closed
SSP
2021
Sapphire Star Partners
Washington
– -$290K -6,000 Closed
WSC
2022
Wellington Shields & Co
New York
– -$261K -5,400 Closed
HWM
2023
Highwater Wealth Management
Colorado
– -$246K -5,080 Closed
FIM
2024
Foresters Investment Management
New York
– -$243K -5,020 Closed
VAM
2025
Visionary Asset Management
Texas
– -$241K -4,980 Closed
78 79 80
81
82

AMZN Hedge Fund Activity: Q3 2017 in Review

1,963 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Amazon (AMZN) for Q3 2017, worth a combined $281B — down 1.9% from $287B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new AMZN positions and 81 closed out — a net gain of 52 holders — while 904 added to existing stakes and 699 trimmed.

The largest buyer was SG Americas Securities, adding an estimated $1.2B. The largest seller was Wellington Management Group, cutting an estimated $689M.

  • 1,963 institutional investors held Amazon (AMZN) as of Q3 2017, up from 1,927 in Q2 2017.
  • Funds reported $281B of Amazon stock for Q3 2017, down 1.9% quarter-over-quarter.
  • 133 funds opened new Amazon positions in Q3 2017 and 81 closed out, a net change of +52 holders.
  • The largest Amazon buyer in Q3 2017 was SG Americas Securities, an estimated $1.2B added.
  • The largest Amazon seller in Q3 2017 was Wellington Management Group, an estimated $689M sold.

Based on aggregated 13F filings for Q3 2017.