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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
EF
2026
Empirical Finance
Pennsylvania
$236K -$260K -4,720 -54%
OFW
2027
Omnia Family Wealth
Florida
$236K
GC
2028
Gratry & Company
Ohio
$235K -$121K -2,200 -35%
SLA
2029
Silver Lake Advisory
Utah
$235K +$221K +4,020 New
PSC
2030
Prentiss Smith & Co
Vermont
$234K
AF
2031
Alerus Financial
North Dakota
$234K +$220K +4,000 New
SICM
2032
Sustainable Insight Capital Management
New York
$234K +$220K +4,000 New
WBG
2033
Wharton Business Group
Pennsylvania
$234K +$220K +4,000 New
SG
2034
Strid Group
Pennsylvania
$232K +$218K +3,960 New
SP
2035
SWS Partners
Ohio
$232K +$218K +3,960 New
SMFS
2036
Squar Milner Financial Services
California
$231K +$179K +3,260 New
MWM
2037
Marietta Wealth Management
Georgia
$230K +$217K +3,940 New
ACS
2038
Archford Capital Strategies
Illinois
$229K +$216K +3,920 New
PAM
2039
Pegasus Asset Management
New York
$229K +$216K +3,920 New
OSNBOA
2040
Old Second National Bank of Aurora
Illinois
$228K
WCM
2041
Windsor Capital Management
Arizona
$228K +$215K +3,900 New
NCM
2042
Neumann Capital Management
California
$227K +$213K +3,880 New
WTFG
2043
Wells Trecaso Financial Group
Ohio
$227K +$213K +3,880 New
BWM
2044
Biltmore Wealth Management
Arizona
$226K +$212K +3,860 New
FNT
2045
First Nebraska Trust
Nebraska
$225K +$211K +3,840 New
WC
2046
Woodstock Corp
Massachusetts
$223K +$210K +3,820 New
CC
2047
Capital Counsel
New York
$222K +$209K +3,800 New
HA
2048
Harborview Advisors
Maine
$222K +$209K +3,800 New
SAM
2049
Shamrock Asset Management
Texas
$221K -$110K -2,000 -35%
SSA
2050
Schonfeld Strategic Advisors
New York
$220K -$1.16M -21,120 -85%

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.