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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
GFPC
451
Global Financial Private Capital
Florida
$277K +$306K +427 New
HNB
452
Huntington National Bank
Ohio
$276K
ECM
453
Everence Capital Management
Indiana
$272K
YMRC
454
Yorktown Management & Research Company
Virginia
$272K
CCA
455
Checchi Capital Advisers
California
$271K +$41.5K +58 +16%
GXMC
456
Global X Management Company
New York
$264K +$9.31K +13 +3%
PI
457
Putnam Investments
Massachusetts
$260K +$716 +1 +0.3%
EIA
458
Edgemoor Investment Advisors
Maryland
$259K
KLI
459
Kelman-Lazarov Inc
Tennessee
$259K +$286K +399 New
TG
460
TLP Group
Illinois
$251K +$262K +366 +1,743%
CIC
461
Chilton Investment Company
Connecticut
$247K -$9.31K -13 -3%
FNT
462
First Nebraska Trust
Nebraska
$246K
Fidelity International
463
Fidelity International
Bermuda
$243K +$268K +374 New
II
464
Inspire Investing
Idaho
$238K +$79.5K +111 +43%
CS
465
Comerica Securities
Michigan
$237K +$5.73K +8 +2%
SM
466
Sciencast Management
New Jersey
$233K +$276K +385 New
CS
467
Credential Securities
$232K -$28.6K -40 -10%
VWM
468
Venturi Wealth Management
Texas
$227K +$251K +350 New
CT
469
Cambridge Trust
Massachusetts
$222K +$245K +342 New
FIM
470
Freedom Investment Management
Connecticut
$221K -$37.2K -52 -13%
QI
471
QS Investors
New York
$220K
FMWA
472
Forvis Mazars Wealth Advisors
Missouri
$219K -$21.5K -30 -8%
KeyBank National Association
473
KeyBank National Association
Ohio
$219K -$9.31K -13 -4%
FMW
474
Farr Miller & Washington
District of Columbia
$217K
PSUF
475
People's United Financial
Connecticut
$212K -$9.31K -13 -4%

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.