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Asbury Automotive

313 hedge funds and large institutions have $4.98B invested in Asbury Automotive in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 94 increasing their positions, 119 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

434% more call options, than puts

Call options by funds: $47.8M | Put options by funds: $8.95M

16% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 51

0% more funds holding

Funds holding: 313313 (0)

3% less capital invested

Capital invested by funds: $5.16B → $4.98B (-$176M)

1.3% less ownership

Funds ownership: 108.93%107.63% (-1.3%)

21% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 119

50% less funds holding in top 10

Funds holding in top 10: 126 (-6)

Holders
313
Holders Change
Holders Change %
0%
% of All Funds
4.56%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
59
Increased
94
Reduced
119
Closed
51
Calls
$47.8M
Puts
$8.95M
Net Calls
+$38.9M
Net Calls Change
-$8.22M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$740M +$22.5M +106,213 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$522M +$2.25M +10,656 +0.5%
ACM
3
Abrams Capital Management
Massachusetts
$474M
IC
4
Impactive Capital
New York
$454M +$6.23M +29,492 +1%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$322M -$1.69M -8,003 -0.6%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$201M +$13.9M +65,872 +8%
State Street
7
State Street
Massachusetts
$182M +$4.13M +19,539 +2%
SCM
8
Simcoe Capital Management
New York
$145M +$2.81M +13,290 +2%
Morgan Stanley
9
Morgan Stanley
New York
$134M +$64.7M +306,290 +106%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$100M +$4.43M +20,971 +5%
Capital Research Global Investors
11
Capital Research Global Investors
California
$98.7M
EC
12
Eminence Capital
New York
$73.8M +$14.8M +70,089 +27%
Norges Bank
13
Norges Bank
Norway
$67.4M +$1.49M +7,056 +2%
T. Rowe Price Investment Management
14
T. Rowe Price Investment Management
Maryland
$64M +$628K +2,969 +1%
BWA
15
Brave Warrior Advisors
New York
$62.6M +$655K +3,101 +1%
Northern Trust
16
Northern Trust
Illinois
$54.2M +$106K +503 +0.2%
CCM
17
Channing Capital Management
Illinois
$52.1M +$16.1K +76 +0%
Goldman Sachs
18
Goldman Sachs
New York
$49.8M -$15.9M -75,277 -25%
SAM
19
Silvercrest Asset Management
New York
$46.2M -$8.49M -40,159 -16%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$46M -$1.27M -5,986 -3%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$44.8M +$127K +601 +0.3%
Charles Schwab
22
Charles Schwab
California
$43.9M +$323K +1,528 +0.8%
Invesco
23
Invesco
Georgia
$41.2M +$4.82M +22,821 +14%
JP Morgan Chase
24
JP Morgan Chase
New York
$40.9M +$11.2M +53,136 +41%
LCM
25
Lakewood Capital Management
New York
$35.3M -$2.54M -12,000 -7%

ABG Hedge Fund Activity: Q4 2023 in Review

313 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Asbury Automotive (ABG) for Q4 2023, worth a combined $4.98B — down 3.4% from $5.16B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new ABG positions and 51 closed out — a net gain of 8 holders — while 94 added to existing stakes and 119 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $64.7M. The largest seller was Congress Asset Management, cutting an estimated $107M.

  • 313 institutional investors held Asbury Automotive (ABG) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $4.98B of Asbury Automotive stock for Q4 2023, down 3.4% quarter-over-quarter.
  • 59 funds opened new Asbury Automotive positions in Q4 2023 and 51 closed out, a net change of +8 holders.
  • The largest Asbury Automotive buyer in Q4 2023 was Morgan Stanley, an estimated $64.7M added.
  • The largest Asbury Automotive seller in Q4 2023 was Congress Asset Management, an estimated $107M sold.

Based on aggregated 13F filings for Q4 2023.