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Asbury Automotive
ABG

313 hedge funds and large institutions have $5.16B invested in Asbury Automotive in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 98 increasing their positions, 139 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more call options, than puts

Call options by funds: $78M | Put options by funds: $30.9M

41% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 27

3.66% more ownership

Funds ownership: 105.27% → 108.93% (+3.7%)

2% more funds holding

Funds holding: 307 → 313 (+6)

0% more funds holding in top 10

Funds holding in top 10: 12 → 12 (0)

5% less capital invested

Capital invested by funds: $5.45B → $5.16B (-$286M)

29% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 139

Holders
313
Holders Change
+6
Holders Change %
+1.95%
% of All Funds
4.97%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
38
Increased
98
Reduced
139
Closed
27
Calls
$78M
Puts
$30.9M
Net Calls
+$47.1M
Net Calls Change
-$6.98M

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$24.8M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$22.4M
3
HHAM
HITE Hedge Asset Management
Massachusetts
+$13M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$12.1M
5
KCM
Kensico Capital Management
Connecticut
+$9.98M

Top Sellers

1
BlackRock
BlackRock
New York
-$42.6M
2
Victory Capital Management
Victory Capital Management
Texas
-$34M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$24.7M
4
MG
Magnolia Group
Nebraska
-$17.1M
5
IC
Impactive Capital
New York
-$12.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
226
Creative Planning
Kansas
$329K -$75.6K -331 -19%
KFP
227
KB Financial Partners
New Jersey
$329K +$228 +1 +0.1%
CIM
228
CIM Investment Management
Pennsylvania
$328K – – –
AWAU
229
Alliance Wealth Advisors (Utah)
Utah
$327K -$81.8K -358 -20%
GCM
230
Graham Capital Management
Connecticut
$327K +$324K +1,420 New
FC
231
FORA Capital
Florida
$326K +$324K +1,417 New
RJFSA
232
Raymond James Financial Services Advisors
Florida
$314K +$1.37K +6 +0.4%
SC
233
Scotia Capital
Ontario, Canada
$310K +$26.7K +117 +9%
II
234
Inspire Investing
Idaho
$307K -$589K -2,577 -66%
NA
235
NewEdge Advisors
Louisiana
$299K -$11.9K -52 -4%
PAS
236
Park Avenue Securities
New York
$297K +$295K +1,292 New
Mackenzie Financial
237
Mackenzie Financial
Ontario, Canada
$296K – – –
VPIM
238
Vanguard Personalized Indexing Management
California
$290K +$19.6K +86 +7%
X
239
Xponance
Pennsylvania
$287K -$7.77K -34 -3%
LWAM
240
Legacy Wealth Asset Management
Minnesota
$284K -$66.2K -290 -19%
WC
241
Wexford Capital
Florida
$284K +$282K +1,233 New
KWM
242
Kingsview Wealth Management
Oregon
$280K -$18.7K -82 -6%
WAG
243
Wallace Advisory Group
California
$277K +$1.6K +7 +0.6%
MLICM
244
Metropolitan Life Insurance Company (MetLife)
New York
$276K +$3.88K +17 +1%
PA
245
Profund Advisors
Maryland
$268K -$34.7K -152 -12%
CNBT
246
Canandaigua National Bank & Trust
New York
$261K -$156K -685 -38%
CAN
247
Cetera Advisor Networks
California
$255K +$7.08K +31 +3%
AIM
248
Allen Investment Management
New York
$253K +$251K +1,099 New
API
249
Advisor Partners II
California
$240K +$2.97K +13 +1%
SCM
250
Shelton Capital Management
Colorado
$231K -$27.9K -122 -11%
8 9
10
11 12

ABG Hedge Fund Activity: Q3 2023 in Review

313 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Asbury Automotive (ABG) for Q3 2023, worth a combined $5.16B — down 5.3% from $5.45B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ABG positions and 27 closed out — a net gain of 11 holders — while 98 added to existing stakes and 139 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $24.8M. The largest seller was BlackRock, cutting an estimated $42.6M.

  • 313 institutional investors held Asbury Automotive (ABG) as of Q3 2023, up from 307 in Q2 2023.
  • Funds reported $5.16B of Asbury Automotive stock for Q3 2023, down 5.3% quarter-over-quarter.
  • 38 funds opened new Asbury Automotive positions in Q3 2023 and 27 closed out, a net change of +11 holders.
  • The largest Asbury Automotive buyer in Q3 2023 was Schroder Investment Management Group, an estimated $24.8M added.
  • The largest Asbury Automotive seller in Q3 2023 was BlackRock, an estimated $42.6M sold.

Based on aggregated 13F filings for Q3 2023.