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Advance Auto Parts
AAP

412 hedge funds and large institutions have $3.2B invested in Advance Auto Parts in 2023 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 129 increasing their positions, 148 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

25% more call options, than puts

Call options by funds: $379M | Put options by funds: $304M

3.66% more ownership

Funds ownership: 92.02% → 95.68% (+3.7%)

13% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 148

17% less funds holding

Funds holding: 497 → 412 (-85)

17% less capital invested

Capital invested by funds: $3.87B → $3.2B (-$664M)

51% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 160

Holders
412
Holders Change
-85
Holders Change %
-17.1%
% of All Funds
6.54%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
78
Increased
129
Reduced
148
Closed
160
Calls
$379M
Puts
$304M
Net Calls
+$74.9M
Net Calls Change
+$76.6M

Top Buyers

1
BlackRock
BlackRock
New York
+$204M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$130M
3
Pzena Investment Management
Pzena Investment Management
New York
+$88.5M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$63.7M
5
Capital World Investors
Capital World Investors
California
+$53.8M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$97.8M
2
Invesco
Invesco
Georgia
-$92.5M
3
UBS Group
UBS Group
Switzerland
-$85.9M
4
Man Group
Man Group
United Kingdom
-$43M
5
State Street
State Street
Massachusetts
-$36.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
351
TD Private Client Wealth
New York
$3.86K -$4.56K -68 -50%
VWM
352
Venturi Wealth Management
Texas
$3.69K +$4.42K +66 New
OC
353
Oakworth Capital
Alabama
$3.63K – – –
SC
354
Solstein Capital
California
$3.63K – – –
GFPC
355
Global Financial Private Client
Florida
$3.51K – – –
MPWT
356
MassMutual Private Wealth & Trust
Connecticut
$3.13K -$11.6K -173 -76%
CCP
357
Carmel Capital Partners
California
$3.13K +$3.75K +56 New
TWM
358
Tradition Wealth Management
Minnesota
$3K – – –
AGWCA
359
Annis Gardner Whiting Capital Advisors
Florida
$2.85K +$3.42K +51 New
CAM
360
Chesapeake Asset Management
New York
$2.8K – – –
ME
361
McIlrath & Eck
Washington
$2.69K – – –
TFA
362
Toth Financial Advisory
Virginia
$2.35K – – –
JWA
363
JFS Wealth Advisors
Pennsylvania
$2.18K +$1.68K +25 +179%
HCM
364
Hollencrest Capital Management
California
$2.18K – – –
BTI
365
Blue Trust Inc
Georgia
$2K -$9.04K -135 -82%
HFS
366
Hantz Financial Services
Michigan
$2K -$804 -12 -30%
SFG
367
Steward Financial Group
Texas
$2K +$2.61K +39 New
MHR
368
Matthew Hamilton Rosenberg
$1.96K -$201 -3 -8%
JMF
369
Johnson Midwest Financial
Iowa
$1.96K – – –
SAG
370
Spotlight Asset Group
Illinois
$1.85K – – –
PMFA
371
Plante Moran Financial Advisors
Michigan
$1.79K – – –
Federated Hermes
372
Federated Hermes
Pennsylvania
$1.73K -$16.5M -245,750 -100%
RFG
373
RFP Financial Group
Georgia
$1.73K – – –
IWP
374
IAG Wealth Partners
Wisconsin
$1.68K – – –
DIP
375
DT Investment Partners
Pennsylvania
$1.62K – – –
13 14
15
16 17

AAP Hedge Fund Activity: Q3 2023 in Review

412 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Advance Auto Parts (AAP) for Q3 2023, worth a combined $3.2B — down 17% from $3.87B a quarter earlier.

Sellers outnumbered buyers: 160 funds closed out of AAP and 78 opened new positions — a net loss of 82 holders — while 148 trimmed existing stakes and 129 added.

The largest buyer was BlackRock, adding an estimated $204M. The largest seller was JP Morgan Chase, cutting an estimated $97.8M.

  • 412 institutional investors held Advance Auto Parts (AAP) as of Q3 2023, down from 497 in Q2 2023.
  • Funds reported $3.2B of Advance Auto Parts stock for Q3 2023, down 17% quarter-over-quarter.
  • 78 funds opened new Advance Auto Parts positions in Q3 2023 and 160 closed out, a net change of -82 holders.
  • The largest Advance Auto Parts buyer in Q3 2023 was BlackRock, an estimated $204M added.
  • The largest Advance Auto Parts seller in Q3 2023 was JP Morgan Chase, an estimated $97.8M sold.

Based on aggregated 13F filings for Q3 2023.