We are live on ! Find out more
AZO icon

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
MAM
326
Monaco Asset Management
Monaco
$2.24M +$2.24M +1,900 New
NIC
327
Northwest Investment Counselors
Oregon
$2.23M -$100K -85 -4%
WAM
328
Wakefield Asset Management
Colorado
$2.22M -$69.7K -59 -3%
Kovitz Investment Group Partners
329
Kovitz Investment Group Partners
Illinois
$2.19M +$2.19M +1,857 New
PS
330
Pensionfund Sabic
Netherlands
$2.18M +$118K +100 +6%
ANBT
331
American National Bank & Trust
Texas
$2.15M +$1.62M +1,374 +302%
FMII
332
Farmers & Merchants Investments Inc
Nebraska
$2.15M
Cambridge Investment Research Advisors
333
Cambridge Investment Research Advisors
Iowa
$2.15M +$21.3K +18 +1%
BCM
334
Bridgeway Capital Management
Texas
$2.12M -$59.1K -50 -3%
FHB
335
First Hawaiian Bank
Hawaii
$2.09M -$305K -258 -13%
HF
336
HRT Financial
New York
$2.08M -$191K -162 -8%
DIA
337
Dean Investment Associates
Ohio
$2.07M -$56.7K -48 -3%
SMDAM
338
Sumitomo Mitsui DS Asset Management
Japan
$2.05M -$1.18K -1 -0.1%
Creative Planning
339
Creative Planning
Kansas
$2.03M +$41.4K +35 +2%
SAM
340
Summit Asset Management
Tennessee
$2.02M
Pacer Advisors
341
Pacer Advisors
Pennsylvania
$2.01M -$437K -370 -18%
GC
342
Guggenheim Capital
Illinois
$2M -$1.07M -904 -35%
S
343
Seeyond
France
$2M +$36.6K +31 +2%
CGH
344
Crossmark Global Holdings
Texas
$1.87M -$94.5K -80 -5%
HW
345
Hancock Whitney
Mississippi
$1.86M -$48.4K -41 -3%
AIM
346
Aigen Investment Management
New York
$1.86M +$378K +320 +25%
AC
347
Athanor Capital
New York
$1.82M -$6.64M -5,616 -78%
B
348
Bailard
California
$1.8M -$20.1K -17 -1%
SIM
349
Sentry Investment Management
Wisconsin
$1.79M
HWA
350
HCR Wealth Advisors
California
$1.74M +$206K +174 +13%

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.