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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
TWI
426
Thomas White International
Illinois
$798K
FNT
427
First Nebraska Trust
Nebraska
$788K
LNWWM
428
Laird Norton Wetherby Wealth Management
California
$784K -$149K -126 -16%
DBIA
429
Dumont & Blake Investment Advisors
New Jersey
$781K +$3.54K +3 +0.5%
WCM
430
Washington Capital Management
Washington
$765K
BP
431
Ballentine Partners
Massachusetts
$756K +$2.36K +2 +0.3%
EA
432
Emerald Advisers
Pennsylvania
$749K -$17.7K -15 -2%
SC
433
Savant Capital
Illinois
$745K -$3.54K -3 -0.5%
Bessemer Group
434
Bessemer Group
New Jersey
$742K -$859K -727 -54%
WAM
435
World Asset Management
Michigan
$738K -$8.27K -7 -1%
SC
436
Scotia Capital
Ontario, Canada
$729K +$731K +619 New
KRSITF
437
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$722K +$46.1K +39 +7%
Grantham, Mayo, Van Otterloo & Co (GMO)
438
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$715K +$717K +607 New
SCM
439
Sterneck Capital Management
Missouri
$707K
SS
440
Simplicity Solutions
Minnesota
$698K -$9.45K -8 -1%
SSWM
441
Sheets Smith Wealth Management
North Carolina
$690K -$109K -92 -14%
CCM
442
Chickasaw Capital Management
Tennessee
$682K +$87.4K +74 +15%
EH
443
Employers Holdings
Nevada
$671K
HNB
444
Huntington National Bank
Ohio
$657K
BHTS
445
Bar Harbor Trust Services
Maine
$652K +$54.4K +46 +9%
Acadian Asset Management
446
Acadian Asset Management
Massachusetts
$649K -$1.55M -1,311 -70%
PAG
447
Private Advisor Group
New Jersey
$636K +$11.8K +10 +2%
FA
448
FDx Advisors
Illinois
$622K -$122K -103 -16%
TCOV
449
Trust Company of Vermont
Vermont
$621K
PA
450
Profund Advisors
Maryland
$614K -$78K -66 -11%

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.