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AutoZone

708 hedge funds and large institutions have $24.7B invested in AutoZone in 2020 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 229 increasing their positions, 293 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $24.5B → $24.7B (+$196M)

7% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 68

2% less funds holding

Funds holding: 719708 (-11)

2.87% less ownership

Funds ownership: 93.21%90.34% (-2.9%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

22% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 293

23% less call options, than puts

Call options by funds: $798M | Put options by funds: $1.04B

Holders
708
Holders Change
-11
Holders Change %
-1.53%
% of All Funds
14.29%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.46%
New
63
Increased
229
Reduced
293
Closed
68
Calls
$798M
Puts
$1.04B
Net Calls
-$240M
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Change in
Stake
PG
301
Pendal Group
Australia
$2.75M +$1.1M +935 +67%
Luther King Capital Management (LKCM)
302
Luther King Capital Management (LKCM)
Texas
$2.71M +$15.4K +13 +0.6%
B
303
BP
United Kingdom
$2.71M -$236K -200 -8%
IECM
304
Intrinsic Edge Capital Management
Illinois
$2.66M -$5.4M -4,569 -67%
UCFA
305
United Capital Financial Advisors
Texas
$2.65M -$81.5K -69 -3%
KPWS
306
Kestra Private Wealth Services
Texas
$2.64M +$2.65M +2,241 New
IA
307
IndexIQ Advisors
New York
$2.64M -$13K -11 -0.5%
RDWM
308
Red Door Wealth Management
Tennessee
$2.6M +$26K +22 +1%
GF
309
Gabelli Funds
New York
$2.59M -$118K -100 -4%
HAI
310
Hennessy Advisors Inc
California
$2.59M -$118K -100 -4%
SAM
311
Securian Asset Management
Minnesota
$2.58M -$47.3K -40 -2%
PP
312
Palladium Partners
Virginia
$2.56M -$254K -215 -9%
COPPSERS
313
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.55M +$980K +829 +62%
CIBC Asset Management
314
CIBC Asset Management
Ontario, Canada
$2.54M +$46.1K +39 +2%
AI
315
Atria Investments
North Carolina
$2.46M +$1.3M +1,102 +112%
BCI
316
Brinker Capital Investments
Pennsylvania
$2.43M +$2.44M +2,066 New
OPERF
317
Oregon Public Employees Retirement Fund
Oregon
$2.4M -$128K -108 -5%
ASN
318
Advisory Services Network
Georgia
$2.4M +$55.5K +47 +2%
KJHP
319
K.J. Harrison & Partners
Ontario, Canada
$2.33M +$1.98M +1,680 +560%
QSS
320
Quantitative Systematic Strategies
Florida
$2.31M +$574K +486 +33%
NB
321
Norinchukin Bank
Japan
$2.31M -$7.09K -6 -0.3%
ECM
322
ETrade Capital Management
Virginia
$2.31M -$245K -207 -10%
TAM
323
Tealwood Asset Management
Minnesota
$2.29M -$18.9K -16 -0.8%
II
324
IFM Investors
Australia
$2.29M +$217K +184 +10%
PHK
325
Point72 Hong Kong
Hong Kong
$2.28M +$842K +713 +58%

AZO Hedge Fund Activity: Q3 2020 in Review

708 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q3 2020, worth a combined $24.7B — up 0.8% from $24.5B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of AZO and 63 opened new positions — a net loss of 5 holders — while 293 trimmed existing stakes and 229 added.

The largest buyer was Wellington Management Group, adding an estimated $291M. The largest seller was Nordea Investment Management, cutting an estimated $611M.

  • 708 institutional investors held AutoZone (AZO) as of Q3 2020, down from 719 in Q2 2020.
  • Funds reported $24.7B of AutoZone stock for Q3 2020, up 0.8% quarter-over-quarter.
  • 63 funds opened new AutoZone positions in Q3 2020 and 68 closed out, a net change of -5 holders.
  • The largest AutoZone buyer in Q3 2020 was Wellington Management Group, an estimated $291M added.
  • The largest AutoZone seller in Q3 2020 was Nordea Investment Management, an estimated $611M sold.

Based on aggregated 13F filings for Q3 2020.