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AutoNation

436 hedge funds and large institutions have $3.98B invested in AutoNation in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 116 increasing their positions, 198 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $155M | Put options by funds: $89.9M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

13% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 40

0% more funds holding

Funds holding: 436436 (0)

1.95% less ownership

Funds ownership: 61.54%59.59% (-2%)

14% less capital invested

Capital invested by funds: $4.62B → $3.98B (-$636M)

41% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 198

Holders
436
Holders Change
Holders Change %
0%
% of All Funds
6.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
45
Increased
116
Reduced
198
Closed
40
Calls
$155M
Puts
$89.9M
Net Calls
+$64.6M
Net Calls Change
+$53.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$555M -$27.1M -169,847 -4%
BlackRock
2
BlackRock
New York
$419M -$55.1M -345,478 -11%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$278M -$42M -263,279 -13%
State Street
4
State Street
Massachusetts
$130M -$15.1M -94,451 -10%
LSV Asset Management
5
LSV Asset Management
Illinois
$128M -$4.71M -29,506 -3%
Invesco
6
Invesco
Georgia
$114M +$29M +181,942 +32%
JP Morgan Chase
7
JP Morgan Chase
New York
$102M -$4.03M -25,238 -4%
Alyeska Investment Group
8
Alyeska Investment Group
Illinois
$97.3M +$37.5M +234,931 +58%
Artisan Partners
9
Artisan Partners
Wisconsin
$95M -$9.26M -58,061 -8%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$93.2M -$86.8M -544,292 -47%
Morgan Stanley
11
Morgan Stanley
New York
$91.1M +$18.4M +115,027 +24%
AQR Capital Management
12
AQR Capital Management
Connecticut
$80.4M -$38.3M -239,958 -31%
GI
13
GAMCO Investors
Connecticut
$65.6M -$3.82M -23,940 -5%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$63.8M -$6.44M -40,345 -9%
Barrow, Hanley, Mewhinney & Strauss
15
Barrow, Hanley, Mewhinney & Strauss
Texas
$62.7M +$66M +413,990 New
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$55.6M -$216K -1,351 -0.4%
GF
17
Gabelli Funds
New York
$50.4M -$1.75M -11,000 -3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$49M -$6.32M -39,598 -11%
HKAM
19
Horizon Kinetics Asset Management
New York
$47.1M -$571K -3,580 -1%
Norges Bank
20
Norges Bank
Norway
$46.4M +$1.63M +10,229 +3%
Charles Schwab
21
Charles Schwab
California
$45.4M -$5.17M -32,436 -10%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$40.6M -$38.8M -243,237 -48%
FWCM
23
Ferguson Wellman Capital Management
Oregon
$38.9M -$59.8K -375 -0.1%
Bank of America
24
Bank of America
North Carolina
$38.7M +$1.17M +7,332 +3%
Citadel Advisors
25
Citadel Advisors
Florida
$35.4M -$4.75M -29,749 -11%

AN Hedge Fund Activity: Q3 2023 in Review

436 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AutoNation (AN) for Q3 2023, worth a combined $3.98B — down 14% from $4.62B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new AN positions and 40 closed out — a net gain of 5 holders — while 116 added to existing stakes and 198 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $66M. The largest seller was Arrowstreet Capital, cutting an estimated $86.8M.

  • 436 institutional investors held AutoNation (AN) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $3.98B of AutoNation stock for Q3 2023, down 14% quarter-over-quarter.
  • 45 funds opened new AutoNation positions in Q3 2023 and 40 closed out, a net change of +5 holders.
  • The largest AutoNation buyer in Q3 2023 was Barrow, Hanley, Mewhinney & Strauss, an estimated $66M added.
  • The largest AutoNation seller in Q3 2023 was Arrowstreet Capital, an estimated $86.8M sold.

Based on aggregated 13F filings for Q3 2023.