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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
GAM
201
Gotham Asset Management
New York
$471K +$266K +1,166 +132%
CIM
202
Cambria Investment Management
California
$469K -$78.3K -343 -14%
AIP
203
Ameritas Investment Partners
Nebraska
$469K +$58.9K +258 +15%
Rafferty Asset Management
204
Rafferty Asset Management
New York
$468K -$97.8K -428 -17%
BTWM
205
Baker Tilly Wealth Management
Wisconsin
$453K -$146K -638 -24%
LAS
206
Lloyd Advisory Services
Georgia
$427K +$424K +1,858 New
NG
207
Norden Group
Utah
$427K +$424K +1,858 New
IWC
208
Integrated Wealth Concepts
Massachusetts
$420K -$4.11K -18 -1%
MML Investors Services
209
MML Investors Services
Massachusetts
$412K -$11.2K -49 -3%
EAM
210
Eukles Asset Management
Ohio
$408K – – –
BA
211
Bridgewater Associates
Connecticut
$392K -$130K -571 -25%
NYLIM
212
New York Life Investment Management
New York
$390K -$59.2K -259 -13%
WG
213
Winton Group
United Kingdom
$387K +$173K +758 +82%
TCM
214
Teza Capital Management
Illinois
$383K +$175K +764 +85%
SIA
215
SkyView Investment Advisors
New Jersey
$372K +$11K +48 +3%
CP
216
Covenant Partners
Tennessee
$353K -$36.8K -161 -10%
Mitsubishi UFJ Trust & Banking
217
Mitsubishi UFJ Trust & Banking
Japan
$347K +$71.3K +312 +26%
CGH
218
Crossmark Global Holdings
Texas
$343K -$29K -127 -8%
OIA
219
OneDigital Investment Advisors
Kansas
$339K +$1.6K +7 +0.5%
PWG
220
Portside Wealth Group
Utah
$337K -$90.7K -397 -21%
AWS
221
Atria Wealth Solutions
New York
$336K -$78.8K -345 -19%
Commonwealth Equity Services
222
Commonwealth Equity Services
Massachusetts
$334K -$7.99K -35 -2%
BRWA
223
B. Riley Wealth Advisors
Florida
$333K -$301K -1,317 -48%
CIBC Asset Management
224
CIBC Asset Management
Ontario, Canada
$331K -$23.1K -101 -7%
ECM
225
Evergreen Capital Management
Washington
$330K +$15.5K +68 +5%
7 8
9
10 11

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.