AutoZone
464 hedge funds and large institutions have $15.2B invested in AutoZone in 2014 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 144 increasing their positions, 207 reducing their positions, and 49 closing their positions.
0.47% more ownership
Funds ownership: 92.22% → 92.68% (+0.47%)
5% less funds holding
Funds holding: 486 → 464 (-22)
5% less capital invested
Capital invested by funds: $16.1B → $15.2B (-$885M)
30% less repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 207
32% less call options, than puts
Call options by funds: $299M | Put options by funds: $438M
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
37% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
+$154M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$136M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$127M |
| 4 |
JP Morgan Chase
New York
|
+$95.1M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$61.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$140M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$105M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$98.2M |
| 4 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
-$86.5M |
| 5 |
O
OppenheimerFunds
New York
|
-$58.5M |
AZO Hedge Fund Activity: Q3 2014 in Review
464 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q3 2014, worth a combined $15.2B — down 5.5% from $16.1B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of AZO and 31 opened new positions — a net loss of 18 holders — while 207 trimmed existing stakes and 144 added.
The largest buyer was Nordea Investment Management, adding an estimated $154M. The largest seller was Fidelity International, exiting entirely with an estimated $140M sold.
- 464 institutional investors held AutoZone (AZO) as of Q3 2014, down from 486 in Q2 2014.
- Funds reported $15.2B of AutoZone stock for Q3 2014, down 5.5% quarter-over-quarter.
- 31 funds opened new AutoZone positions in Q3 2014 and 49 closed out, a net change of -18 holders.
- The largest AutoZone buyer in Q3 2014 was Nordea Investment Management, an estimated $154M added.
- The largest AutoZone seller in Q3 2014 was Fidelity International, an estimated $140M sold.
Based on aggregated 13F filings for Q3 2014.