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2,296 hedge funds and large institutions have $407B invested in Amazon in 2018 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 962 increasing their positions, 919 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 105

19% more capital invested

Capital invested by funds: $342B → $407B (+$65B)

18% more funds holding in top 10

Funds holding in top 10: 585689 (+104)

4% more funds holding

Funds holding: 2,2182,296 (+78)

5% more repeat investments, than reductions

Existing positions increased: 962 | Existing positions reduced: 919

29% less call options, than puts

Call options by funds: $24.4B | Put options by funds: $34.2B

51.49% less ownership

Funds ownership: 1,213.46%1,161.97% (-51%)

Holders
2,296
Holders Change
+78
Holders Change %
+3.52%
% of All Funds
52.62%
Holding in Top 10
689
Holding in Top 10 Change
+104
Holding in Top 10 Change %
+17.78%
% of All Funds
15.79%
New
210
Increased
962
Reduced
919
Closed
105
Calls
$24.4B
Puts
$34.2B
Net Calls
-$9.79B
Net Calls Change
-$3.58B
Name Holding Trade Value Shares
Change
Change in
Stake
OWIM
2001
Old West Investment Management
California
$361K
SNBOSD
2002
Security National Bank of So Dak
Iowa
$360K
RPGK
2003
Retirement Planning Group (Kansas)
Kansas
$360K +$356K +4,980 New
RRWA
2004
Rainey & Randall Wealth Advisors
Florida
$359K +$355K +4,960 New
NEPPG
2005
New England Professional Planning Group
Rhode Island
$358K +$32.9K +460 +11%
NDSI
2006
Newman Dignan & Sheerar Inc
Rhode Island
$356K -$30K -420 -8%
JFL
2007
Jarislowsky, Fraser Ltd
Quebec, Canada
$356K +$352K +4,920 New
NAM
2008
NTV Asset Management
West Virginia
$355K -$35.8K -500 -9%
CCA
2009
Conservest Capital Advisors
Pennsylvania
$355K -$2.86K -40 -0.8%
HIS
2010
Horizon Investment Services
Indiana
$352K +$35.8K +500 +11%
BFPW
2011
BOK Financial Private Wealth
Colorado
$350K -$7.15K -100 -2%
HCM
2012
Hodges Capital Management
Texas
$350K +$51.5K +720 +17%
BFIM
2013
Beese Fulmer Investment Management
Ohio
$349K +$32.9K +460 +11%
AIFS
2014
A&I Financial Services
Colorado
$347K
ERIM
2015
Eagle Ridge Investment Management
Connecticut
$343K +$339K +4,740 New
TCM
2016
Tributary Capital Management
Nebraska
$343K +$339K +4,740 New
IR
2017
Invictus RG
Bermuda
$342K +$338K +4,720 New
BDWM
2018
Brewin Dolphin Wealth Management
Ireland
$342K
LIA
2019
LBMC Investment Advisors
Tennessee
$340K +$12.9K +180 +4%
IWA
2020
Inspirion Wealth Advisors
Illinois
$340K +$14.3K +200 +4%
WTFG
2021
Wells Trecaso Financial Group
Ohio
$340K +$58.6K +820 +21%
DE
2022
Day & Ennis
Georgia
$339K
ACP
2023
Aveo Capital Partners
Colorado
$339K +$42.9K +600 +15%
TC
2024
Trilogy Capital
California
$339K +$335K +4,680 New
JFGLC
2025
Johnson Financial Group LLC (Colorado)
Colorado
$338K -$91.5K -1,280 -21%

AMZN Hedge Fund Activity: Q1 2018 in Review

2,296 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Amazon (AMZN) for Q1 2018, worth a combined $407B — up 19% from $342B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new AMZN positions and 105 closed out — a net gain of 105 holders — while 962 added to existing stakes and 919 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $1.23B. The largest seller was Capital World Investors, cutting an estimated $6.1B.

  • 2,296 institutional investors held Amazon (AMZN) as of Q1 2018, up from 2,218 in Q4 2017.
  • Funds reported $407B of Amazon stock for Q1 2018, up 19% quarter-over-quarter.
  • 210 funds opened new Amazon positions in Q1 2018 and 105 closed out, a net change of +105 holders.
  • The largest Amazon buyer in Q1 2018 was Deutsche Bank, an estimated $1.23B added.
  • The largest Amazon seller in Q1 2018 was Capital World Investors, an estimated $6.1B sold.

Based on aggregated 13F filings for Q1 2018.