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AutoNation

315 hedge funds and large institutions have $4.9B invested in AutoNation in 2014 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 106 increasing their positions, 116 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 24

33% more capital invested

Capital invested by funds: $3.68B → $4.9B (+$1.23B)

30% more call options, than puts

Call options by funds: $12.2M | Put options by funds: $9.43M

10% more funds holding

Funds holding: 287315 (+28)

1.58% more ownership

Funds ownership: 61.7%63.28% (+1.6%)

9% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 116

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
315
Holders Change
+28
Holders Change %
+9.76%
% of All Funds
8.4%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.13%
New
56
Increased
106
Reduced
116
Closed
24
Calls
$12.2M
Puts
$9.43M
Net Calls
+$2.79M
Net Calls Change
-$45.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Americafirst Capital Management
California
$584M +$541K +9,671 New
RP
2
RBS Partners
Florida
$528M
Capital Research Global Investors
3
Capital Research Global Investors
California
$394M
Vanguard Group
4
Vanguard Group
Pennsylvania
$334M +$231K +4,119 +0.1%
HK
5
Horizon Kinetics
New York
$279M -$5.27M -94,125 -2%
State Street
6
State Street
Massachusetts
$212M +$22.2M +397,272 +13%
AllianceBernstein
7
AllianceBernstein
Tennessee
$180M +$160M +2,850,914 +2,181%
SCM
8
Scopia Capital Management
New York
$139M -$8.16M -145,688 -6%
BIT
9
BlackRock Institutional Trust
California
$118M -$4.11M -73,486 -4%
SC
10
Sculptor Capital
New York
$115M -$142M -2,543,700 -57%
Gates Foundation Trust
11
Gates Foundation Trust
Washington
$115M
GCM
12
Glenview Capital Management
New York
$91.3M +$22.4M +400,000 +36%
EC
13
Eminence Capital
New York
$87.7M -$11.8M -209,947 -13%
JP Morgan Chase
14
JP Morgan Chase
New York
$77.4M +$67.1M +1,198,037 +1,443%
HCM
15
Highline Capital Management
New York
$69.8M +$6.77M +121,000 +12%
Bank of America
16
Bank of America
North Carolina
$66M -$17M -303,780 -22%
GI
17
GAMCO Investors
Connecticut
$62.1M -$897K -16,023 -2%
BFA
18
BlackRock Fund Advisors
California
$57.8M +$2.54M +45,440 +5%
NMVA
19
New Mountain Vantage Advisers
New York
$57.6M -$12.9M -230,892 -20%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$56.7M -$234K -4,179 -0.4%
Northern Trust
21
Northern Trust
Illinois
$52.7M -$1.53M -27,313 -3%
GAM
22
Gotham Asset Management
New York
$46.5M +$41M +732,524 +1,933%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$46.4M -$2.62M -46,727 -6%
CCP
24
Clough Capital Partners
Massachusetts
$41.8M -$10M -179,107 -21%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$38.9M -$5.59M -99,820 -13%

AN Hedge Fund Activity: Q4 2014 in Review

315 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in AutoNation (AN) for Q4 2014, worth a combined $4.9B — up 33% from $3.68B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new AN positions and 24 closed out — a net gain of 32 holders — while 106 added to existing stakes and 116 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $160M. The largest seller was Sculptor Capital, cutting an estimated $142M.

  • 315 institutional investors held AutoNation (AN) as of Q4 2014, up from 287 in Q3 2014.
  • Funds reported $4.9B of AutoNation stock for Q4 2014, up 33% quarter-over-quarter.
  • 56 funds opened new AutoNation positions in Q4 2014 and 24 closed out, a net change of +32 holders.
  • The largest AutoNation buyer in Q4 2014 was AllianceBernstein, an estimated $160M added.
  • The largest AutoNation seller in Q4 2014 was Sculptor Capital, an estimated $142M sold.

Based on aggregated 13F filings for Q4 2014.