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Advance Auto Parts

437 hedge funds and large institutions have $9.32B invested in Advance Auto Parts in 2018 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 137 increasing their positions, 152 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $7.6B → $9.32B (+$1.71B)

22% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 60

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

3.02% more ownership

Funds ownership: 103.23%106.25% (+3%)

2% more funds holding

Funds holding: 428437 (+9)

10% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 152

30% less call options, than puts

Call options by funds: $96.3M | Put options by funds: $138M

Holders
437
Holders Change
+9
Holders Change %
+2.1%
% of All Funds
10.02%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.28%
New
73
Increased
137
Reduced
152
Closed
60
Calls
$96.3M
Puts
$138M
Net Calls
-$42.1M
Net Calls Change
-$34.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$854M +$5.71M +49,946 +0.7%
Franklin Resources
2
Franklin Resources
California
$610M +$197M +1,725,493 +50%
BlackRock
3
BlackRock
New York
$538M +$4.62M +40,426 +0.9%
Artisan Partners
4
Artisan Partners
Wisconsin
$437M +$23.2M +202,716 +6%
SV
5
Starboard Value
New York
$376M
State Street
6
State Street
Massachusetts
$358M -$19.1M -166,740 -5%
Invesco
7
Invesco
Georgia
$314M -$33.6M -293,890 -10%
American Century Companies
8
American Century Companies
Missouri
$252M -$42.3M -369,796 -15%
CCM
9
Causeway Capital Management
California
$251M +$7.8M +68,264 +3%
Barrow, Hanley, Mewhinney & Strauss
10
Barrow, Hanley, Mewhinney & Strauss
Texas
$220M +$174M +1,526,368 +460%
Citadel Advisors
11
Citadel Advisors
Florida
$194M +$155M +1,353,221 +475%
Adage Capital Partners
12
Adage Capital Partners
Massachusetts
$192M +$18.2M +159,497 +11%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$183M +$1.13M +9,866 +0.6%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$175M +$5.36M +46,943 +3%
SI
15
Scharf Investments
California
$167M -$13.5M -118,327 -8%
AACR
16
ACR Alpine Capital Research
Missouri
$152M -$4.88M -42,716 -3%
Bessemer Group
17
Bessemer Group
New Jersey
$145M +$8.33M +72,908 +6%
Goldman Sachs
18
Goldman Sachs
New York
$121M +$51.2M +448,196 +79%
Wells Fargo
19
Wells Fargo
California
$116M +$6.38M +55,851 +6%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$108M +$36.6M +320,374 +55%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$103M +$74M +647,602 +293%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$101M +$23.5M +205,930 +32%
Northern Trust
23
Northern Trust
Illinois
$96.9M -$1.79M -15,696 -2%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$96.4M +$5.28M +46,186 +6%
TSW
25
Thompson Siegel & Walmsley
Virginia
$95.9M -$52.3M -457,726 -36%