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Amazon

1,857 hedge funds and large institutions have $268B invested in Amazon in 2017 Q1 according to their latest regulatory filings, with 223 funds opening new positions, 883 increasing their positions, 562 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 223 | Existing positions closed: 78

57% more repeat investments, than reductions

Existing positions increased: 883 | Existing positions reduced: 562

20% more funds holding in top 10

Funds holding in top 10: 397475 (+78)

18% more capital invested

Capital invested by funds: $227B → $268B (+$40.6B)

7% more funds holding

Funds holding: 1,7321,857 (+125)

8.59% less ownership

Funds ownership: 1,274.91%1,266.32% (-8.6%)

26% less call options, than puts

Call options by funds: $8.59B | Put options by funds: $11.6B

Holders
1,857
Holders Change
+125
Holders Change %
+7.22%
% of All Funds
46.23%
Holding in Top 10
475
Holding in Top 10 Change
+78
Holding in Top 10 Change %
+19.65%
% of All Funds
11.82%
New
223
Increased
883
Reduced
562
Closed
78
Calls
$8.59B
Puts
$11.6B
Net Calls
-$3.04B
Net Calls Change
+$59.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$23.1B +$802M +19,249,160 +4%
BlackRock
2
BlackRock
New York
$20.7B +$18.8B +450,231,420 +2,620%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$17.2B -$1.26B -30,258,440 -7%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$16.7B -$368M -8,835,160 -2%
Capital World Investors
5
Capital World Investors
California
$14.9B -$133M -3,189,620 -0.9%
State Street
6
State Street
Massachusetts
$14.7B +$156M +3,735,120 +1%
Capital Research Global Investors
7
Capital Research Global Investors
California
$9.46B -$45.1M -1,082,300 -0.5%
Baillie Gifford & Co
8
Baillie Gifford & Co
United Kingdom
$6.38B -$209M -5,018,500 -3%
Invesco
9
Invesco
Georgia
$4.42B +$86.4M +2,072,840 +2%
Northern Trust
10
Northern Trust
Illinois
$4.05B +$24.8M +595,200 +0.7%
Morgan Stanley
11
Morgan Stanley
New York
$3.93B +$133M +3,202,460 +4%
JP Morgan Chase
12
JP Morgan Chase
New York
$3.79B -$134M -3,210,020 -4%
Jennison Associates
13
Jennison Associates
New York
$3.74B -$345M -8,287,040 -9%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$3.72B -$4.72M -113,340 -0.1%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$3.5B +$274M +6,565,560 +9%
Norges Bank
16
Norges Bank
Norway
$3.35B +$111M +2,672,280 +4%
Goldman Sachs
17
Goldman Sachs
New York
$3.11B +$101M +2,424,160 +4%
Bank of America
18
Bank of America
North Carolina
$2.83B -$6M -144,080 -0.2%
TCIM
19
TIAA CREF Investment Management
New York
$2.47B +$45.4M +1,088,300 +2%
Wells Fargo
20
Wells Fargo
California
$2.25B +$94.2M +2,260,480 +5%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$2.14B -$202M -4,842,260 -9%
Sands Capital Management
22
Sands Capital Management
Virginia
$1.93B -$89.1M -2,139,100 -5%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$1.93B +$19.7M +472,680 +1%
Fisher Asset Management
24
Fisher Asset Management
Washington
$1.8B +$18.4M +440,640 +1%
Ameriprise
25
Ameriprise
Minnesota
$1.79B -$67M -1,607,100 -4%

AMZN Hedge Fund Activity: Q1 2017 in Review

1,857 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Amazon (AMZN) for Q1 2017, worth a combined $268B — up 18% from $227B a quarter earlier.

Buyers outnumbered sellers: 223 funds opened new AMZN positions and 78 closed out — a net gain of 145 holders — while 883 added to existing stakes and 562 trimmed.

The largest buyer was BlackRock, adding an estimated $18.8B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.26B.

  • 1,857 institutional investors held Amazon (AMZN) as of Q1 2017, up from 1,732 in Q4 2016.
  • Funds reported $268B of Amazon stock for Q1 2017, up 18% quarter-over-quarter.
  • 223 funds opened new Amazon positions in Q1 2017 and 78 closed out, a net change of +145 holders.
  • The largest Amazon buyer in Q1 2017 was BlackRock, an estimated $18.8B added.
  • The largest Amazon seller in Q1 2017 was T. Rowe Price Associates, an estimated $1.26B sold.

Based on aggregated 13F filings for Q1 2017.