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AutoNation

443 hedge funds and large institutions have $3.83B invested in AutoNation in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 126 increasing their positions, 181 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 55

12% more call options, than puts

Call options by funds: $113M | Put options by funds: $101M

2% more funds holding

Funds holding: 436443 (+7)

0.35% more ownership

Funds ownership: 59.59%59.94% (+0.35%)

4% less capital invested

Capital invested by funds: $3.98B → $3.83B (-$154M)

30% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 181

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
443
Holders Change
+7
Holders Change %
+1.61%
% of All Funds
6.46%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
69
Increased
126
Reduced
181
Closed
55
Calls
$113M
Puts
$101M
Net Calls
+$12M
Net Calls Change
-$52.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$538M -$11.3M -82,072 -2%
BlackRock
2
BlackRock
New York
$440M +$22.8M +165,109 +6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$246M -$27.5M -199,484 -11%
Morgan Stanley
4
Morgan Stanley
New York
$178M +$80.5M +583,307 +97%
State Street
5
State Street
Massachusetts
$131M +$1.64M +11,861 +1%
LSV Asset Management
6
LSV Asset Management
Illinois
$123M -$3.56M -25,794 -3%
Invesco
7
Invesco
Georgia
$123M +$8.44M +61,117 +8%
JP Morgan Chase
8
JP Morgan Chase
New York
$96.6M -$3.83M -27,782 -4%
Alyeska Investment Group
9
Alyeska Investment Group
Illinois
$90.8M -$5.22M -37,825 -6%
AQR Capital Management
10
AQR Capital Management
Connecticut
$66.6M -$12.1M -87,977 -17%
GI
11
GAMCO Investors
Connecticut
$63.9M -$1.04M -7,530 -2%
Barrow, Hanley, Mewhinney & Strauss
12
Barrow, Hanley, Mewhinney & Strauss
Texas
$62.2M +$51.9K +376 +0.1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$62.2M -$1.05M -7,581 -2%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$55.4M +$199K +1,443 +0.4%
WCM
15
Wedge Capital Management
North Carolina
$51.5M +$15.1M +109,571 +47%
GF
16
Gabelli Funds
New York
$49.1M -$801K -5,800 -2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$46.7M -$1.76M -12,752 -4%
Charles Schwab
18
Charles Schwab
California
$45.2M +$161K +1,166 +0.4%
HKAM
19
Horizon Kinetics Asset Management
New York
$45.2M -$1.4M -10,161 -3%
Norges Bank
20
Norges Bank
Norway
$42.7M -$2.98M -21,604 -7%
Artisan Partners
21
Artisan Partners
Wisconsin
$42.7M -$47.3M -342,987 -55%
FWCM
22
Ferguson Wellman Capital Management
Oregon
$39.5M +$818K +5,930 +2%
EC
23
Eminence Capital
New York
$39.3M +$16.5M +119,866 +84%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$37.4M +$11.3M +81,569 +49%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$33.3M -$6.46M -46,809 -17%

AN Hedge Fund Activity: Q4 2023 in Review

443 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in AutoNation (AN) for Q4 2023, worth a combined $3.83B — down 3.9% from $3.98B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new AN positions and 55 closed out — a net gain of 14 holders — while 126 added to existing stakes and 181 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $80.5M. The largest seller was Arrowstreet Capital, cutting an estimated $59.9M.

  • 443 institutional investors held AutoNation (AN) as of Q4 2023, up from 436 in Q3 2023.
  • Funds reported $3.83B of AutoNation stock for Q4 2023, down 3.9% quarter-over-quarter.
  • 69 funds opened new AutoNation positions in Q4 2023 and 55 closed out, a net change of +14 holders.
  • The largest AutoNation buyer in Q4 2023 was Morgan Stanley, an estimated $80.5M added.
  • The largest AutoNation seller in Q4 2023 was Arrowstreet Capital, an estimated $59.9M sold.

Based on aggregated 13F filings for Q4 2023.