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AutoNation

283 hedge funds and large institutions have $4.73B invested in AutoNation in 2014 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 102 increasing their positions, 87 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 37

24% more call options, than puts

Call options by funds: $19.7M | Put options by funds: $15.9M

17% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 87

17% more capital invested

Capital invested by funds: $4.04B → $4.73B (+$689M)

7% more funds holding

Funds holding: 265283 (+18)

2.63% more ownership

Funds ownership: 63.75%66.38% (+2.6%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
283
Holders Change
+18
Holders Change %
+6.79%
% of All Funds
8.13%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.23%
New
58
Increased
102
Reduced
87
Closed
37
Calls
$19.7M
Puts
$15.9M
Net Calls
+$3.84M
Net Calls Change
+$50.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RP
1
RBS Partners
Florida
$705M -$30M -542,256 -4%
Capital Research Global Investors
2
Capital Research Global Investors
California
$389M -$6.46M -116,707 -2%
LPC
3
Lone Pine Capital
Connecticut
$302M +$59.5M +1,075,555 +27%
Vanguard Group
4
Vanguard Group
Pennsylvania
$289M +$11.1M +200,392 +4%
HK
5
Horizon Kinetics
New York
$287M -$9.04M -163,374 -3%
SCM
6
Sirios Capital Management
Massachusetts
$169M +$6.72M +121,482 +4%
State Street
7
State Street
Massachusetts
$156M +$23M +415,924 +19%
SC
8
Sculptor Capital
New York
$149M -$32M -579,121 -19%
Gates Foundation Trust
9
Gates Foundation Trust
Washington
$113M
SCM
10
Scopia Capital Management
New York
$110M -$49.4M -892,246 -33%
BIT
11
BlackRock Institutional Trust
California
$107M +$17.4M +314,722 +21%
GC
12
Guggenheim Capital
Illinois
$88.1M +$55M +994,957 +206%
Bank of America
13
Bank of America
North Carolina
$86.9M +$30.5M +551,788 +61%
EC
14
Eminence Capital
New York
$85M +$1.87M +33,800 +2%
Norges Bank
15
Norges Bank
Norway
$80.4M +$37.3M +673,871 +100%
EVM
16
Eaton Vance Management
Massachusetts
$76.7M +$1.28M +23,213 +2%
AI
17
Axiom Investors
Connecticut
$68.3M +$18M +325,987 +40%
GI
18
GAMCO Investors
Connecticut
$62.9M -$1.14M -20,516 -2%
Wells Fargo
19
Wells Fargo
California
$59.2M -$1.87M -33,724 -3%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$59M -$394K -7,121 -0.7%
NMVA
21
New Mountain Vantage Advisers
New York
$51.1M +$6.24M +112,764 +15%
AC
22
Amici Capital
New York
$51M -$12.9M -234,000 -22%
BFA
23
BlackRock Fund Advisors
California
$47.7M +$8.55M +154,593 +24%
Loomis, Sayles & Company
24
Loomis, Sayles & Company
Massachusetts
$47M -$5.75M -103,915 -12%
Northern Trust
25
Northern Trust
Illinois
$45.7M +$10.2M +184,757 +32%

AN Hedge Fund Activity: Q2 2014 in Review

283 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in AutoNation (AN) for Q2 2014, worth a combined $4.73B — up 17% from $4.04B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new AN positions and 37 closed out — a net gain of 21 holders — while 102 added to existing stakes and 87 trimmed.

The largest buyer was Lone Pine Capital, adding an estimated $59.5M. The largest seller was Citadel Advisors, cutting an estimated $61M.

  • 283 institutional investors held AutoNation (AN) as of Q2 2014, up from 265 in Q1 2014.
  • Funds reported $4.73B of AutoNation stock for Q2 2014, up 17% quarter-over-quarter.
  • 58 funds opened new AutoNation positions in Q2 2014 and 37 closed out, a net change of +21 holders.
  • The largest AutoNation buyer in Q2 2014 was Lone Pine Capital, an estimated $59.5M added.
  • The largest AutoNation seller in Q2 2014 was Citadel Advisors, an estimated $61M sold.

Based on aggregated 13F filings for Q2 2014.