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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
SC
2001
Searle & Co
Connecticut
$260K
AA
2002
Alesco Advisors
New York
$260K +$244K +4,440 New
FC
2003
FCA Corp
Texas
$260K +$244K +4,440 New
IWA
2004
Intercontinental Wealth Advisors
Texas
$260K +$244K +4,440 New
MMA
2005
Miracle Mile Advisors
California
$258K +$243K +4,420 New
PEA
2006
Pacific Edge Advisors
California
$257K +$242K +4,400 New
HIS
2007
Horizon Investment Services
Indiana
$255K
BFIM
2008
Beese Fulmer Investment Management
Ohio
$255K +$4.4K +80 +2%
HCM
2009
Howard Capital Management
Georgia
$254K +$239K +4,340 New
GWM
2010
Greenwich Wealth Management
Connecticut
$252K -$62.7K -1,140 -21%
HFP
2011
Holistic Financial Partners
Indiana
$251K +$237K +4,300 New
NAM
2012
North American Management
Massachusetts
$250K -$6.6K -120 -3%
NEPPG
2013
New England Professional Planning Group
Rhode Island
$249K +$226K +4,100 New
BFO
2014
Biltmore Family Office
North Carolina
$249K +$234K +4,260 New
LFR
2015
Lehman Financial Resources
Pennsylvania
$249K +$234K +4,260 New
LI
2016
Lafayette Investments
Maryland
$248K -$7.7K -140 -3%
FFA
2017
Fragasso Financial Advisors
Pennsylvania
$247K -$22K -400 -9%
TCM
2018
Tufton Capital Management
Maryland
$246K
ICP
2019
Ironvine Capital Partners
Nebraska
$246K +$231K +4,200 New
CAG
2020
Csenge Advisory Group
Florida
$243K +$229K +4,160 New
MLFP
2021
MPS Loria Financial Planners
Illinois
$243K +$229K +4,160 New
SLG
2022
Stanley-Laman Group
Pennsylvania
$242K +$228K +4,140 New
HCM
2023
Hodges Capital Management
Texas
$241K -$11K -200 -5%
VDI
2024
Vaughan David Investments
Illinois
$239K -$22K -400 -9%
ACP
2025
Aveo Capital Partners
Colorado
$239K +$224K +4,080 New

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.