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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
RFC
401
Regions Financial Corp
Alabama
$1.06M
EWM
402
Empirical Wealth Management
Washington
$1.05M -$85.1K -72 -7%
AWM
403
Avior Wealth Management
Nebraska
$1.05M +$337K +285 +47%
Neuberger Berman Group
404
Neuberger Berman Group
New York
$1.04M -$8.12M -6,876 -88%
HVIA
405
Hudson Valley Investment Advisors
New York
$1.03M +$17.7K +15 +2%
RCA
406
Resonant Capital Advisors
Wisconsin
$1.03M +$358K +303 +53%
BF
407
BOK Financial
Oklahoma
$1.03M +$415K +351 +67%
AWCI
408
Alpine Woods Capital Investors
New York
$1M +$59.1K +50 +6%
CI
409
Cigna Investments
Connecticut
$975K -$5.91K -5 -0.6%
AR
410
Advisory Research
Illinois
$970K +$230K +195 +31%
CIBC World Market
411
CIBC World Market
Ontario, Canada
$961K -$313K -265 -25%
V
412
Veritable
Delaware
$942K -$5.91K -5 -0.6%
SCM
413
Soros Capital Management
New York
$924K +$606K +513 +189%
RIM
414
Redpoint Investment Management
Australia
$923K -$2.23M -1,886 -71%
FMBTD
415
First Midwest Bank Trust Division
Illinois
$911K
CCM
416
Carderock Capital Management
Maryland
$899K -$67.3K -57 -7%
Mirae Asset Global Investments
417
Mirae Asset Global Investments
South Korea
$899K -$46.1K -39 -5%
IRF
418
IBM Retirement Fund
New York
$894K +$253K +214 +39%
OTPPB
419
Ontario Teachers' Pension Plan Board
Ontario, Canada
$890K -$643K -544 -42%
FC
420
FORA Capital
Florida
$877K -$306K -259 -26%
CB
421
Commerce Bank
Missouri
$855K +$195K +165 +29%
MML Investors Services
422
MML Investors Services
Massachusetts
$847K -$50.8K -43 -6%
Cetera Investment Advisers
423
Cetera Investment Advisers
Illinois
$828K
BA
424
Birinyi Associates
Connecticut
$824K -$414K -350 -33%
BFS
425
Bradley Foster & Sargent
Connecticut
$824K +$827K +700 New

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.