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Advance Auto Parts

410 hedge funds and large institutions have $5.25B invested in Advance Auto Parts in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 127 increasing their positions, 130 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 210 (+8)

67% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 55

41% more capital invested

Capital invested by funds: $3.74B → $5.25B (+$1.51B)

10% more funds holding

Funds holding: 374410 (+36)

0.91% more ownership

Funds ownership: 102.9%103.81% (+0.91%)

2% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 130

24% less call options, than puts

Call options by funds: $418M | Put options by funds: $554M

Holders
410
Holders Change
+36
Holders Change %
+9.63%
% of All Funds
5.91%
Holding in Top 10
10
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+400%
% of All Funds
0.14%
New
92
Increased
127
Reduced
130
Closed
55
Calls
$418M
Puts
$554M
Net Calls
-$135M
Net Calls Change
-$56.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$650M -$1.45M -21,020 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$576M -$3.79M -54,908 -0.8%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$340M +$2.81M +40,669 +1%
State Street
4
State Street
Massachusetts
$229M +$2.41M +34,962 +1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$220M +$178M +2,580,947 +44,863%
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$199M -$78.8M -1,141,946 -33%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$138M -$46.7M -677,010 -29%
Capital World Investors
8
Capital World Investors
California
$131M +$42.5M +615,674 +67%
TP
9
Third Point
New York
$127M +$104M +1,500,100 New
CIP
10
Champlain Investment Partners
Vermont
$126M -$2.94M -42,585 -3%
Morgan Stanley
11
Morgan Stanley
New York
$124M -$77.2M -1,118,208 -43%
Pzena Investment Management
12
Pzena Investment Management
New York
$107M -$3.21M -46,431 -4%
UBS Group
13
UBS Group
Switzerland
$101M +$26.3M +380,606 +47%
Jacobs Levy Equity Management
14
Jacobs Levy Equity Management
New Jersey
$86.3M +$2.24M +32,426 +3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$78.1M +$1.98M +28,724 +3%
Millennium Management
16
Millennium Management
New York
$75.4M +$60.3M +873,245 +6,564%
Federated Hermes
17
Federated Hermes
Pennsylvania
$73.2M +$1.21M +17,466 +2%
RA
18
Royce & Associates
New York
$68.5M +$9.24M +133,851 +20%
LPAM
19
Legion Partners Asset Management
California
$65.8M
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$61.2M +$16.9M +244,097 +51%
Charles Schwab
21
Charles Schwab
California
$59.4M -$60.7M -879,265 -56%
RRAM
22
River Road Asset Management
Kentucky
$59.3M +$4.37M +63,296 +10%
T. Rowe Price Investment Management
23
T. Rowe Price Investment Management
Maryland
$55.6M +$45.1M +653,822 New
Ameriprise
24
Ameriprise
Minnesota
$53.1M +$17.3M +250,283 +67%
Squarepoint
25
Squarepoint
New York
$52.8M -$116M -1,684,762 -73%