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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
AF
301
Allworth Financial
California
$1.61K +$1.6K +7 New
JWA
302
JFS Wealth Advisors
Pennsylvania
$1.15K +$685 +3 +150%
GWS
303
Glassman Wealth Services
Virginia
$1.15K – – –
GI
304
Gradient Investments
Minnesota
$1.15K +$1.14K +5 New
GRP
305
Global Retirement Partners
California
$1.07K – – –
CAL
306
Capital Advisors Ltd
Ohio
$1K – – –
SIC
307
SJS Investment Consulting
Ohio
$921 +$457 +2 +100%
ECM
308
Everence Capital Management
Indiana
$713 – – –
AWM
309
Abound Wealth Management
Tennessee
$691 – – –
AF
310
Advisornet Financial
Minnesota
$690 +$457 +2 +200%
FDCDDQ
311
Federation des caisses Desjardins du Quebec
Quebec, Canada
$690 +$685 +3 New
HCP
312
Hexagon Capital Partners
Arkansas
$460 – – –
TWP
313
TFO Wealth Partners
Ohio
$240 +$228 +1 New
HI
314
Horizon Investments
North Carolina
$230 – – –
EP
315
Edgestream Partners
New Jersey
– -$2.74M -11,386 Closed
DTL
316
Dynamic Technology Lab
Singapore
– -$2.19M -9,119 Closed
E
317
Ergoteles
New York
– -$1.89M -7,850 Closed
HSBC Holdings
318
HSBC Holdings
United Kingdom
– -$1.76M -7,343 Closed
MFS
319
Mirabella Financial Services
United Kingdom
– -$1.63M -6,781 Closed
MPEM
320
Marathon Partners Equity Management
New York
– -$841K -3,500 Closed
CC
321
Centiva Capital
New York
– -$447K -1,858 Closed
Capstone Investment Advisors
322
Capstone Investment Advisors
New York
– -$415K -1,726 Closed
AA
323
ALPS Advisors
Colorado
– -$339K -1,409 Closed
RJA
324
Raymond James & Associates
Florida
– -$334K -1,391 Closed
Cerity Partners
325
Cerity Partners
New York
– -$303K -1,261 Closed
10 11 12
13
14

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.