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AutoZone

594 hedge funds and large institutions have $16.4B invested in AutoZone in 2018 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 192 increasing their positions, 218 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 52

19% more call options, than puts

Call options by funds: $698M | Put options by funds: $588M

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

2% more funds holding

Funds holding: 580594 (+14)

1.34% more ownership

Funds ownership: 91.66%93.01% (+1.3%)

3% more capital invested

Capital invested by funds: $15.9B → $16.4B (+$412M)

12% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 218

Holders
594
Holders Change
+14
Holders Change %
+2.41%
% of All Funds
13.6%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.37%
New
68
Increased
192
Reduced
218
Closed
52
Calls
$698M
Puts
$588M
Net Calls
+$110M
Net Calls Change
+$47.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HCMT
451
Highland Capital Management (Tennessee)
Tennessee
$293K
HNB
452
Huntington National Bank
Ohio
$292K +$5.16K +8 +2%
CWM
453
Chesapeake Wealth Management
Virginia
$287K -$45.2K -70 -14%
SLAM
454
Swiss Life Asset Management
$283K -$88.4K -137 -25%
ECM
455
Everence Capital Management
Indiana
$282K
YMRC
456
Yorktown Management & Research Company
Virginia
$282K
CCA
457
Checchi Capital Advisers
California
$282K +$2.58K +4 +1%
PI
458
Putnam Investments
Massachusetts
$269K
II
459
Inspire Investing
Idaho
$269K +$21.9K +34 +9%
DLA
460
Douglas Lane & Associates
New York
$268K -$161K -250 -38%
EIA
461
Edgemoor Investment Advisors
Maryland
$268K
IIM
462
Intact Investment Management
Quebec, Canada
$268K +$258K +400 New
FMWA
463
Forvis Mazars Wealth Advisors
Missouri
$266K +$38.7K +60 +18%
AG
464
Advisor Group
Arizona
$262K -$90.3K -140 -26%
KLI
465
Kelman-Lazarov Inc
Tennessee
$261K -$6.45K -10 -3%
WG
466
Winton Group
United Kingdom
$260K -$81.3K -126 -25%
CAM
467
Cypress Asset Management
Texas
$258K -$48.4K -75 -16%
CIC
468
Chilton Investment Company
Connecticut
$256K
FNT
469
First Nebraska Trust
Nebraska
$254K
OAM
470
Oppenheimer Asset Management
New York
$254K -$73.6K -114 -23%
Fidelity International
471
Fidelity International
Bermuda
$251K
CS
472
Comerica Securities
Michigan
$245K
CPH
473
C Partners Holding
Switzerland
$235K +$38.7K +60 +21%
SO
474
STRS Ohio
Ohio
$229K -$676K -1,047 -75%
KeyBank National Association
475
KeyBank National Association
Ohio
$226K

AZO Hedge Fund Activity: Q2 2018 in Review

594 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q2 2018, worth a combined $16.4B — up 2.6% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AZO positions and 52 closed out — a net gain of 16 holders — while 192 added to existing stakes and 218 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $155M. The largest seller was Vulcan Value Partners, cutting an estimated $241M.

  • 594 institutional investors held AutoZone (AZO) as of Q2 2018, up from 580 in Q1 2018.
  • Funds reported $16.4B of AutoZone stock for Q2 2018, up 2.6% quarter-over-quarter.
  • 68 funds opened new AutoZone positions in Q2 2018 and 52 closed out, a net change of +16 holders.
  • The largest AutoZone buyer in Q2 2018 was AllianceBernstein, an estimated $155M added.
  • The largest AutoZone seller in Q2 2018 was Vulcan Value Partners, an estimated $241M sold.

Based on aggregated 13F filings for Q2 2018.