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Advance Auto Parts

540 hedge funds and large institutions have $11.1B invested in Advance Auto Parts in 2018 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 190 increasing their positions, 178 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 56

69% more funds holding in top 10

Funds holding in top 10: 1322 (+9)

7% more funds holding

Funds holding: 503540 (+37)

7% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 178

0.84% more ownership

Funds ownership: 97.21%98.04% (+0.84%)

8% less capital invested

Capital invested by funds: $12.1B → $11.1B (-$977M)

45% less call options, than puts

Call options by funds: $94.4M | Put options by funds: $171M

Holders
540
Holders Change
+37
Holders Change %
+7.36%
% of All Funds
12.03%
Holding in Top 10
22
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+69.23%
% of All Funds
0.49%
New
97
Increased
190
Reduced
178
Closed
56
Calls
$94.4M
Puts
$171M
Net Calls
-$76.6M
Net Calls Change
-$33.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.19B +$32.9M +197,193 +3%
BlackRock
2
BlackRock
New York
$801M +$89.3M +534,863 +12%
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$513M -$33.2M -198,561 -6%
State Street
4
State Street
Massachusetts
$509M +$10.8M +64,835 +2%
SV
5
Starboard Value
New York
$500M
Artisan Partners
6
Artisan Partners
Wisconsin
$274M -$224M -1,342,697 -44%
Invesco
7
Invesco
Georgia
$263M -$129M -772,183 -32%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$238M -$5.18M -30,993 -2%
Citadel Advisors
9
Citadel Advisors
Florida
$215M -$134M -800,591 -37%
American Century Companies
10
American Century Companies
Missouri
$181M -$19.6M -117,483 -9%
Millennium Management
11
Millennium Management
New York
$178M +$47.9M +286,679 +34%
Two Sigma Advisers
12
Two Sigma Advisers
New York
$176M +$170M +1,016,300 +1,003%
Franklin Resources
13
Franklin Resources
California
$161M -$320M -1,914,180 -65%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$156M +$20.7M +124,055 +14%
Two Sigma Investments
15
Two Sigma Investments
New York
$147M +$95.4M +571,376 +157%
AIM
16
Allen Investment Management
New York
$140M +$7.83M +46,872 +6%
Caisse de Depot et Placement du Quebec (CDPQ)
17
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$139M -$7.01M -41,967 -5%
Northern Trust
18
Northern Trust
Illinois
$136M +$8.01M +47,978 +6%
CCM
19
Causeway Capital Management
California
$136M -$141M -845,984 -49%
SIM
20
SRS Investment Management
New York
$134M +$17.8M +106,660 +14%
Wells Fargo
21
Wells Fargo
California
$127M -$23M -137,772 -15%
TCIM
22
TIAA CREF Investment Management
New York
$122M +$48M +287,303 +59%
SI
23
Scharf Investments
California
$120M -$5.15M -30,806 -4%
Fidelity International
24
Fidelity International
Bermuda
$119M +$17.5M +104,638 +16%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$116M +$74.8M +447,818 +156%

AAP Hedge Fund Activity: Q4 2018 in Review

540 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Advance Auto Parts (AAP) for Q4 2018, worth a combined $11.1B — down 8.1% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new AAP positions and 56 closed out — a net gain of 41 holders — while 190 added to existing stakes and 178 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $170M. The largest seller was Franklin Resources, cutting an estimated $320M.

  • 540 institutional investors held Advance Auto Parts (AAP) as of Q4 2018, up from 503 in Q3 2018.
  • Funds reported $11.1B of Advance Auto Parts stock for Q4 2018, down 8.1% quarter-over-quarter.
  • 97 funds opened new Advance Auto Parts positions in Q4 2018 and 56 closed out, a net change of +41 holders.
  • The largest Advance Auto Parts buyer in Q4 2018 was Two Sigma Advisers, an estimated $170M added.
  • The largest Advance Auto Parts seller in Q4 2018 was Franklin Resources, an estimated $320M sold.

Based on aggregated 13F filings for Q4 2018.