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Amazon

3,698 hedge funds and large institutions have $903B invested in Amazon in 2021 Q1 according to their latest regulatory filings, with 179 funds opening new positions, 1,844 increasing their positions, 1,309 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 1,844 | Existing positions reduced: 1,309

16.24% more ownership

Funds ownership: 1,158.3%1,174.55% (+16%)

15% more first-time investments, than exits

New positions opened: 179 | Existing positions closed: 155

3% more call options, than puts

Call options by funds: $75.5B | Put options by funds: $73.3B

1% less funds holding

Funds holding: 3,7243,698 (-26)

5% less capital invested

Capital invested by funds: $949B → $903B (-$45.8B)

6% less funds holding in top 10

Funds holding in top 10: 1,5111,423 (-88)

Holders
3,698
Holders Change
-26
Holders Change %
-0.7%
% of All Funds
64.92%
Holding in Top 10
1,423
Holding in Top 10 Change
-88
Holding in Top 10 Change %
-5.82%
% of All Funds
24.98%
New
179
Increased
1,844
Reduced
1,309
Closed
155
Calls
$75.5B
Puts
$73.3B
Net Calls
+$2.16B
Net Calls Change
-$8.65B
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$101B +$566M +3,572,080 +0.6%
BlackRock
2
BlackRock
New York
$86.7B +$1.55B +9,761,940 +2%
State Street
3
State Street
Massachusetts
$49.1B -$257M -1,619,100 -0.5%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$49B +$632M +3,988,980 +1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$47.4B -$509M -3,213,740 -1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$20.4B +$452M +2,851,720 +2%
Morgan Stanley
7
Morgan Stanley
New York
$17.3B -$2.09B -13,189,460 -11%
Northern Trust
8
Northern Trust
Illinois
$15.1B -$56.8M -358,080 -0.4%
Norges Bank
9
Norges Bank
Norway
$13.7B -$455M -2,871,180 -3%
JP Morgan Chase
10
JP Morgan Chase
New York
$13.5B +$1.24B +7,836,180 +10%
Bank of America
11
Bank of America
North Carolina
$13.3B +$1.33B +8,415,180 +11%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$12.2B -$100M -630,940 -0.8%
Capital Research Global Investors
13
Capital Research Global Investors
California
$11.5B -$798M -5,031,880 -6%
N
14
Nuveen
North Carolina
$9.96B -$285M -1,796,940 -3%
Capital International Investors
15
Capital International Investors
California
$9.69B +$43.1M +272,120 +0.4%
Capital World Investors
16
Capital World Investors
California
$9.67B -$63.7M -401,780 -0.6%
Baillie Gifford & Co
17
Baillie Gifford & Co
United Kingdom
$9.12B -$792M -4,993,680 -8%
Jennison Associates
18
Jennison Associates
New York
$8.5B -$518M -3,265,600 -6%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$8.05B +$497M +3,137,680 +6%
Legal & General Group
20
Legal & General Group
United Kingdom
$7.59B -$113M -710,060 -1%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$6.95B -$25.8M -162,720 -0.4%
UBS AM
22
UBS AM
Illinois
$6.69B +$288M +1,819,360 +4%
Invesco
23
Invesco
Georgia
$6.41B -$101M -639,680 -2%
Wells Fargo
24
Wells Fargo
California
$6.39B +$169M +1,065,400 +3%
AllianceBernstein
25
AllianceBernstein
Tennessee
$6.36B +$520M +3,277,740 +9%

AMZN Hedge Fund Activity: Q1 2021 in Review

3,698 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Amazon (AMZN) for Q1 2021, worth a combined $903B — down 4.8% from $949B a quarter earlier.

Buyers outnumbered sellers: 179 funds opened new AMZN positions and 155 closed out — a net gain of 24 holders — while 1,844 added to existing stakes and 1,309 trimmed.

The largest buyer was Financial Perspectives, adding an estimated $9.57B. The largest seller was Morgan Stanley, cutting an estimated $2.09B.

  • 3,698 institutional investors held Amazon (AMZN) as of Q1 2021, down from 3,724 in Q4 2020.
  • Funds reported $903B of Amazon stock for Q1 2021, down 4.8% quarter-over-quarter.
  • 179 funds opened new Amazon positions in Q1 2021 and 155 closed out, a net change of +24 holders.
  • The largest Amazon buyer in Q1 2021 was Financial Perspectives, an estimated $9.57B added.
  • The largest Amazon seller in Q1 2021 was Morgan Stanley, an estimated $2.09B sold.

Based on aggregated 13F filings for Q1 2021.