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Advance Auto Parts

460 hedge funds and large institutions have $10.3B invested in Advance Auto Parts in 2018 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 139 increasing their positions, 169 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 44

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

10% more capital invested

Capital invested by funds: $9.32B → $10.3B (+$968M)

5% more funds holding

Funds holding: 437460 (+23)

3.86% less ownership

Funds ownership: 106.25%102.39% (-3.9%)

18% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 169

34% less call options, than puts

Call options by funds: $116M | Put options by funds: $177M

Holders
460
Holders Change
+23
Holders Change %
+5.26%
% of All Funds
10.53%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.34%
New
69
Increased
139
Reduced
169
Closed
44
Calls
$116M
Puts
$177M
Net Calls
-$60.9M
Net Calls Change
-$18.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$988M +$9.05M +74,465 +1%
Franklin Resources
2
Franklin Resources
California
$705M +$6.43M +52,959 +1%
BlackRock
3
BlackRock
New York
$615M -$677K -5,571 -0.1%
Artisan Partners
4
Artisan Partners
Wisconsin
$499M -$841K -6,925 -0.2%
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$494M +$216M +1,778,653 +96%
SV
6
Starboard Value
New York
$431M
State Street
7
State Street
Massachusetts
$409M -$368K -3,025 -0.1%
Invesco
8
Invesco
Georgia
$372M +$11.4M +93,619 +4%
CCM
9
Causeway Capital Management
California
$305M +$15.9M +130,460 +6%
American Century Companies
10
American Century Companies
Missouri
$232M -$50.3M -414,288 -19%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$210M +$130K +1,068 +0.1%
Adage Capital Partners
12
Adage Capital Partners
Massachusetts
$174M -$40.9M -336,308 -21%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$158M -$36.9M -303,391 -21%
Wells Fargo
14
Wells Fargo
California
$148M +$14.2M +116,655 +12%
SI
15
Scharf Investments
California
$128M -$56.8M -467,046 -33%
Bessemer Group
16
Bessemer Group
New Jersey
$120M -$41.3M -340,113 -28%
Northern Trust
17
Northern Trust
Illinois
$115M +$3.69M +30,379 +4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$114M -$8.4M -69,138 -8%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$114M +$2.9M +23,894 +3%
AIM
20
Allen Investment Management
New York
$107M +$32.9M +270,641 +52%
Citadel Advisors
21
Citadel Advisors
Florida
$106M -$104M -853,604 -52%
CIP
22
Champlain Investment Partners
Vermont
$106M +$6.75M +55,530 +8%
AACR
23
ACR Alpine Capital Research
Missouri
$101M -$65.1M -536,087 -42%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$101M -$14.8M -121,722 -14%
SIM
25
SRS Investment Management
New York
$101M +$90.5M +744,622 New