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AutoZone

751 hedge funds and large institutions have $24.3B invested in AutoZone in 2020 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 255 increasing their positions, 264 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 64

6% more funds holding

Funds holding: 708751 (+43)

0.74% less ownership

Funds ownership: 90.34%89.6% (-0.74%)

2% less capital invested

Capital invested by funds: $24.7B → $24.3B (-$461M)

3% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 264

17% less call options, than puts

Call options by funds: $702M | Put options by funds: $845M

17% less funds holding in top 10

Funds holding in top 10: 2319 (-4)

Holders
751
Holders Change
+43
Holders Change %
+6.07%
% of All Funds
13.29%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.34%
New
115
Increased
255
Reduced
264
Closed
64
Calls
$702M
Puts
$845M
Net Calls
-$143M
Net Calls Change
+$96.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
276
Shell Asset Management
Netherlands
$3.59M -$84.5K -73 -2%
MAM
277
Morse Asset Management
Connecticut
$3.57M +$118K +102 +4%
NB
278
Northwest Bancshares
Pennsylvania
$3.57M +$452K +390 +15%
GAM
279
Garrison Asset Management
Arkansas
$3.5M -$1.6M -1,380 -32%
COPPSERS
280
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.43M +$848K +732 +34%
CA
281
Capitolis Advisors
New York
$3.42M +$3.35M +2,889 New
M&T Bank
282
M&T Bank
New York
$3.41M +$48.6K +42 +1%
ProShare Advisors
283
ProShare Advisors
Maryland
$3.38M +$338K +292 +11%
Kovitz Investment Group Partners
284
Kovitz Investment Group Partners
Illinois
$3.37M +$1.14M +988 +53%
SC
285
Sepio Capital
Utah
$3.3M +$198K +171 +7%
SG Americas Securities
286
SG Americas Securities
New York
$3.29M +$112K +97 +4%
OAM
287
Oppenheimer Asset Management
New York
$3.24M +$3.17M +2,734 New
HIMCH
288
Hartford Investment Management Co (HIMCO)
Connecticut
$3.15M +$246K +212 +9%
TC
289
TwinBeech Capital
New York
$3.13M +$2.57M +2,219 +521%
GF
290
Gabelli Funds
New York
$3.08M +$463K +400 +18%
RWM
291
RBA Wealth Management
California
$3.07M +$13.9K +12 +0.5%
DA
292
Denali Advisors
California
$2.99M +$2.92M +2,520 New
BF
293
BOK Financial
Oklahoma
$2.95M +$1.87M +1,618 +186%
UIM
294
USS Investment Management
United Kingdom
$2.94M -$2.43M -2,100 -46%
HC
295
Hendley & Co
Ohio
$2.92M +$2.85M +2,463 New
KPWS
296
Kestra Private Wealth Services
Texas
$2.91M +$273K +236 +11%
X
297
Xponance
Pennsylvania
$2.91M +$79.9K +69 +3%
SMC
298
S. Muoio & Co
New York
$2.89M
PDN
299
Pensionfund DSM Netherlands
Netherlands
$2.83M
NAM
300
Nissay Asset Management
Japan
$2.82M +$39.4K +34 +1%

AZO Hedge Fund Activity: Q4 2020 in Review

751 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q4 2020, worth a combined $24.3B — down 1.9% from $24.7B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new AZO positions and 64 closed out — a net gain of 51 holders — while 255 added to existing stakes and 264 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $212M. The largest seller was Wellington Management Group, cutting an estimated $435M.

  • 751 institutional investors held AutoZone (AZO) as of Q4 2020, up from 708 in Q3 2020.
  • Funds reported $24.3B of AutoZone stock for Q4 2020, down 1.9% quarter-over-quarter.
  • 115 funds opened new AutoZone positions in Q4 2020 and 64 closed out, a net change of +51 holders.
  • The largest AutoZone buyer in Q4 2020 was JP Morgan Chase, an estimated $212M added.
  • The largest AutoZone seller in Q4 2020 was Wellington Management Group, an estimated $435M sold.

Based on aggregated 13F filings for Q4 2020.