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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
GWA
2076
Guidant Wealth Advisors
Illinois
$187K +$55K +1,000 +50%
IDBONY
2077
Israel Discount Bank of New York
New York
$184K
PWPS
2078
Pinnacle Wealth Planning Services
Ohio
$184K +$173K +3,140 New
LD
2079
Lipe & Dalton
New York
$178K +$11K +200 +7%
ARMC
2080
American Research & Management Company
Massachusetts
$177K +$53.9K +980 +48%
LFA
2081
Legacy Financial Advisors
Kentucky
$171K +$162K +2,940 New
WPW
2082
Winthrop Partners - WNY
New York
$166K +$116K +2,100 New
UOTTAIMCU
2083
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$164K +$154K +2,800 New
PO
2084
Private Ocean
California
$161K +$152K +2,760 New
TCM
2085
Tanaka Capital Management
New York
$158K
WC
2086
Whitnell & Co
Illinois
$153K +$24.2K +440 +20%
IFA
2087
Interactive Financial Advisors
Illinois
$150K +$141K +2,560 New
KLWA
2088
Kelly Lawrence W & Associates
California
$149K
CAL
2089
Capital Advisors Ltd
Ohio
$146K
DSN
2090
D. Scott Neal
Kentucky
$146K
LPIC
2091
LeJeune Puetz Investment Counsel
Michigan
$144K +$3.3K +60 +3%
BBA
2092
Braun-Bostich & Associates
Pennsylvania
$140K +$132K +2,400 New
VC
2093
Vestor Capital
Illinois
$136K
CIM
2094
Contravisory Investment Management
Massachusetts
$132K -$1.1K -20 -0.9%
LC
2095
Landaas & Company
Wisconsin
$131K
CIR
2096
Clear Investment Research
Georgia
$128K +$1.1K +20 +0.1%
MIC
2097
MU Investments Company
Japan
$125K -$44K -800 -28%
OPWM
2098
Oak Point Wealth Management
Michigan
$125K +$118K +2,140 New
EWM
2099
Endurance Wealth Management
Rhode Island
$123K +$55K +1,000 +91%
SPI
2100
Santori & Peters Inc
Pennsylvania
$121K +$100K +1,820 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.