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AutoZone

581 hedge funds and large institutions have $15.9B invested in AutoZone in 2018 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 200 increasing their positions, 202 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $609M | Put options by funds: $547M

1% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 202

6% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 78

2% less funds holding

Funds holding: 591581 (-10)

4.27% less ownership

Funds ownership: 95.93%91.66% (-4.3%)

14% less capital invested

Capital invested by funds: $18.6B → $15.9B (-$2.66B)

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

Holders
581
Holders Change
-10
Holders Change %
-1.69%
% of All Funds
13.31%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.34%
New
73
Increased
200
Reduced
202
Closed
78
Calls
$609M
Puts
$547M
Net Calls
+$62.1M
Net Calls Change
-$377M
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
326
LS Investment Advisors
Michigan
$1.09M -$21.5K -30 -2%
EMG
327
Ellington Management Group
Connecticut
$1.04M +$1.15M +1,600 New
VanEck Associates
328
VanEck Associates
New York
$1.03M -$237K -331 -17%
VIA
329
Vident Investment Advisory
Georgia
$1.02M +$158K +221 +15%
SCI
330
Stableford Capital II
Arizona
$1.02M +$1.13M +1,577 New
Stifel Financial
331
Stifel Financial
Missouri
$1.01M -$2.47M -3,449 -69%
SBH
332
Segall Bryant & Hamill
Illinois
$1M
Public Sector Pension Investment Board (PSP Investments)
333
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$992K -$1.07M -1,500 -50%
TCM
334
Twin Capital Management
Pennsylvania
$979K -$263K -368 -20%
N
335
Nuveen
North Carolina
$979K +$1.08M +1,509 New
Northwestern Mutual Wealth Management
336
Northwestern Mutual Wealth Management
Wisconsin
$969K +$196K +274 +22%
NIM
337
NuWave Investment Management
New Jersey
$968K +$1.07M +1,493 +21,329%
Los Angeles Capital Management
338
Los Angeles Capital Management
California
$967K +$1.07M +1,491 New
LPL Financial
339
LPL Financial
California
$956K -$714K -998 -40%
TWI
340
Thomas White International
Illinois
$946K -$150K -209 -13%
ICM
341
IMS Capital Management
Oregon
$927K
KRS
342
Kentucky Retirement Systems
Kentucky
$922K -$195K -273 -16%
BWM
343
BerganKDV Wealth Management
Minnesota
$907K +$38.7K +54 +4%
GIA
344
Gateway Investment Advisers
Ohio
$902K -$115K -160 -10%
SO
345
STRS Ohio
Ohio
$901K +$99.5K +139 +11%
Commonwealth Equity Services
346
Commonwealth Equity Services
Massachusetts
$884K -$78K -109 -7%
UCFA
347
United Capital Financial Advisors
Texas
$881K +$52.3K +73 +6%
ZCA
348
Zeke Capital Advisors
Pennsylvania
$834K
SGA
349
Strategic Global Advisors
California
$829K
Cambridge Investment Research Advisors
350
Cambridge Investment Research Advisors
Iowa
$809K -$58.7K -82 -6%

AZO Hedge Fund Activity: Q1 2018 in Review

581 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q1 2018, worth a combined $15.9B — down 14% from $18.6B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of AZO and 73 opened new positions — a net loss of 5 holders — while 202 trimmed existing stakes and 200 added.

The largest buyer was VOYA Investment Management, adding an estimated $317M. The largest seller was Citadel Advisors, cutting an estimated $261M.

  • 581 institutional investors held AutoZone (AZO) as of Q1 2018, down from 591 in Q4 2017.
  • Funds reported $15.9B of AutoZone stock for Q1 2018, down 14% quarter-over-quarter.
  • 73 funds opened new AutoZone positions in Q1 2018 and 78 closed out, a net change of -5 holders.
  • The largest AutoZone buyer in Q1 2018 was VOYA Investment Management, an estimated $317M added.
  • The largest AutoZone seller in Q1 2018 was Citadel Advisors, an estimated $261M sold.

Based on aggregated 13F filings for Q1 2018.