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Amazon
AMZN

Overview Fund Activity

2,445 hedge funds and large institutions have $554B invested in Amazon in 2018 Q3 according to their latest regulatory filings, with 160 funds opening new positions, 1,066 increasing their positions, 919 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,445
Holders Change
+65
Holders Change %
+2.73%
% of All Funds
55.99%
Holding in Top 10
881
Holding in Top 10 Change
+68
Holding in Top 10 Change %
+8.36%
% of All Funds
20.17%
New
160
Increased
1,066
Reduced
919
Closed
74
Calls
$38.7B
Puts
$53.6B
Net Calls
-$14.9B
Net Calls Change
-$5.19B

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$8.25B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.43B
3
State Street
State Street
Massachusetts
+$1.24B
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.04B
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$662M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$9.28B
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$1.79B
3
Capital Research Global Investors
Capital Research Global Investors
California
-$1.59B
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.43B
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$1.12B
Name Holding Trade Value Shares
Change 		Shares
Change %
OPCM
2001
Osborne Partners Capital Management
California
$631K +$84.1K +840 +15%
HFA
2002
HC Financial Advisors
California
$631K +$116K +1,160 +23%
WA
2003
Wealthstar Advisors
Texas
$628K +$104K +1,040 +20%
MMHP
2004
Murphy Middleton Hinkle & Parker
Georgia
$627K – – –
WPA
2005
West Paces Advisors
Georgia
$627K – – –
CAS
2006
Cue Advisory Services
Arizona
$625K – – –
GSC
2007
G&S Capital
Colorado
$625K – – –
FPB
2008
First PREMIER Bank
South Dakota
$623K +$50.1K +500 +9%
SAM
2009
Solaris Asset Management
New York
$621K -$80.1K -800 -11%
TWM
2010
Titus Wealth Management
California
$621K +$20K +200 +3%
WCF
2011
West Coast Financial
California
$621K +$621K +6,200 New
JDR
2012
Jay D. Rosenbaum
$619K +$4.01K +40 +0.7%
AC
2013
AFAM Capital
Texas
$611K -$22K -220 -3%
GA
2014
Geller Advisors
New York
$611K – – –
DLG
2015
Daniel L. Goodwin
$611K – – –
KC
2016
KHP Capital
Oklahoma
$611K – – –
NCM
2017
Novare Capital Management
North Carolina
$607K -$67.2K -680 -10%
LA
2018
Legacy Advisors
Pennsylvania
$605K +$399K +3,980 +193%
GMA
2019
Goldstein Munger & Associates
California
$603K -$8.01K -80 -1%
MCIA
2020
Mountain Capital Investment Advisors
Colorado
$603K +$130K +1,300 +28%
CA
2021
Cullinan Associates
Kentucky
$601K – – –
LRIA
2022
Leonard Rickey Investment Advisors
Washington
$599K -$26K -260 -4%
LA
2023
LexAurum Advisors
Kansas
$595K +$44.1K +440 +8%
LCM
2024
Leisure Capital Management
California
$591K +$10K +100 +2%
VCM
2025
Vivaldi Capital Management
Illinois
$589K -$100K -1,000 -15%
79 80
81
82 83