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Amazon
AMZN

3,280 hedge funds and large institutions have $807B invested in Amazon in 2020 Q2 according to their latest regulatory filings, with 235 funds opening new positions, 1,492 increasing their positions, 1,280 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 235 | Existing positions closed: 91

42% more capital invested

Capital invested by funds: $570B → $807B (+$237B)

17% more repeat investments, than reductions

Existing positions increased: 1,492 | Existing positions reduced: 1,280

11% more funds holding in top 10

Funds holding in top 10: 1,293 → 1,434 (+141)

4% more funds holding

Funds holding: 3,168 → 3,280 (+112)

6% more call options, than puts

Call options by funds: $56B | Put options by funds: $52.9B

145.32% less ownership

Funds ownership: 1,317.66% → 1,172.34% (-145%)

Holders
3,280
Holders Change
+112
Holders Change %
+3.54%
% of All Funds
67.24%
Holding in Top 10
1,434
Holding in Top 10 Change
+141
Holding in Top 10 Change %
+10.9%
% of All Funds
29.4%
New
235
Increased
1,492
Reduced
1,280
Closed
91
Calls
$56B
Puts
$52.9B
Net Calls
+$3.09B
Net Calls Change
+$9.61B

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$2.16B
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.7B
3
CS
Credit Suisse
Switzerland
+$922M
4
SoftBank Group
SoftBank Group
Japan
+$914M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$892M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$85.2B
2
Victory Capital Management
Victory Capital Management
Texas
-$1.14B
3
N
Nuveen
North Carolina
-$828M
4
Goldman Sachs
Goldman Sachs
New York
-$740M
5
Capital International Investors
Capital International Investors
California
-$698M
Name Holding Trade Value Shares
Change 		Change in
Stake
BZWA
2051
Blue Zone Wealth Advisors
California
$2.97M +$138K +1,140 +6%
OCM
2052
One Capital Management
California
$2.96M +$91.8K +760 +4%
BC
2053
Breakline Capital
New York
$2.96M +$2.59M +21,460 New
EIP
2054
Ellis Investment Partners
Pennsylvania
$2.96M -$527K -4,360 -17%
ACM
2055
AUA Capital Management
Pennsylvania
$2.96M -$133K -1,100 -5%
KFA
2056
Kelleher Financial Advisors
New York
$2.96M +$19.3K +160 +0.8%
BCM
2057
Breiter Capital Management
Florida
$2.96M +$227K +1,880 +10%
PO
2058
Private Ocean
California
$2.95M -$58K -480 -2%
LFA
2059
Lighthouse Financial Advisors
Maryland
$2.95M +$435K +3,600 +20%
PPP
2060
Private Portfolio Partners
New Jersey
$2.95M -$314K -2,600 -11%
EWM
2061
Elmwood Wealth Management
California
$2.95M -$232K -1,920 -8%
VA
2062
Valmark Advisers
Ohio
$2.94M +$524K +4,340 +26%
CGA
2063
Crescent Grove Advisors
Illinois
$2.94M – – –
WCM Investment Management
2064
WCM Investment Management
California
$2.93M – – –
AIC
2065
Ayalon Insurance Company
Israel
$2.92M +$123K +1,020 +5%
IAS
2066
IMA Advisory Services
Colorado
$2.92M -$657K -5,440 -20%
BCM
2067
Brasada Capital Management
Texas
$2.92M +$1.15M +9,500 +82%
FWM
2068
Foresight Wealth Management
Utah
$2.91M -$91.8K -760 -3%
ABP
2069
Arthur B. Page
$2.9M -$50.7K -420 -2%
PP
2070
Patten & Patten
Tennessee
$2.89M +$135K +1,120 +6%
UTC
2071
Unified Trust Company
Kentucky
$2.89M +$2.53M +20,980 New
SAM
2072
Sequent Asset Management
Texas
$2.88M – – –
MA
2073
Modus Advisors
Minnesota
$2.88M +$50.7K +420 +2%
CA
2074
Continuum Advisory
Idaho
$2.87M +$350K +2,900 +17%
GPA
2075
Garrison Point Advisors
California
$2.87M -$130K -1,080 -5%
81 82
83
84 85

AMZN Hedge Fund Activity: Q2 2020 in Review

3,280 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Amazon (AMZN) for Q2 2020, worth a combined $807B — up 42% from $570B a quarter earlier.

Buyers outnumbered sellers: 235 funds opened new AMZN positions and 91 closed out — a net gain of 144 holders — while 1,492 added to existing stakes and 1,280 trimmed.

The largest buyer was BlackRock, adding an estimated $2.16B. The largest seller was Osaic Holdings, cutting an estimated $85.2B.

  • 3,280 institutional investors held Amazon (AMZN) as of Q2 2020, up from 3,168 in Q1 2020.
  • Funds reported $807B of Amazon stock for Q2 2020, up 42% quarter-over-quarter.
  • 235 funds opened new Amazon positions in Q2 2020 and 91 closed out, a net change of +144 holders.
  • The largest Amazon buyer in Q2 2020 was BlackRock, an estimated $2.16B added.
  • The largest Amazon seller in Q2 2020 was Osaic Holdings, an estimated $85.2B sold.

Based on aggregated 13F filings for Q2 2020.