We are live on ! Find out more
AZO icon

AutoZone

751 hedge funds and large institutions have $24.3B invested in AutoZone in 2020 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 255 increasing their positions, 264 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 64

6% more funds holding

Funds holding: 708751 (+43)

0.74% less ownership

Funds ownership: 90.34%89.6% (-0.74%)

2% less capital invested

Capital invested by funds: $24.7B → $24.3B (-$461M)

3% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 264

17% less call options, than puts

Call options by funds: $702M | Put options by funds: $845M

17% less funds holding in top 10

Funds holding in top 10: 2319 (-4)

Holders
751
Holders Change
+43
Holders Change %
+6.07%
% of All Funds
13.29%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.34%
New
115
Increased
255
Reduced
264
Closed
64
Calls
$702M
Puts
$845M
Net Calls
-$143M
Net Calls Change
+$96.8M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
451
Kestra Advisory Services
Texas
$669K +$659K +569 New
PAG
452
Private Advisor Group
New Jersey
$653K +$2.32K +2 +0.4%
BP
453
Ballentine Partners
Massachusetts
$637K -$122K -105 -16%
OPPTF
454
OPSEU Pension Plan Trust Fund
Ontario, Canada
$632K +$18.5K +16 +3%
TCOV
455
Trust Company of Vermont
Vermont
$625K
CP
456
Camelot Portfolios
Ohio
$616K -$1.16K -1 -0.2%
CFC
457
Coyle Financial Counsel
Illinois
$614K +$600K +518 New
ATC
458
Argent Trust Co
Tennessee
$613K +$599K +517 New
PI
459
Putnam Investments
Massachusetts
$610K +$596K +515 New
CFG
460
Citizens Financial Group
Rhode Island
$605K
FB
461
Fulton Bank
Pennsylvania
$601K +$67.2K +58 +13%
BBVA
462
Banco Bilbao Vizcaya Argentaria
Spain
$599K +$73K +63 +14%
Vontobel Holding
463
Vontobel Holding
Switzerland
$599K +$566K +489 New
Jones Financial Companies
464
Jones Financial Companies
Missouri
$596K +$583K +503 New
NSEDCP
465
NJ State Employees Deferred Compensation Plan
New Jersey
$593K
SSCA
466
South Shore Capital Advisors
Massachusetts
$590K +$577K +498 New
BWM
467
BerganKDV Wealth Management
Minnesota
$588K -$9.27K -8 -2%
AT
468
Arden Trust
Delaware
$587K -$8.11K -7 -1%
HNB
469
Huntington National Bank
Ohio
$581K -$78.7K -68 -12%
APA
470
American Portfolios Advisors
New York
$567K -$6.95K -6 -1%
SP
471
Symmetry Partners
Connecticut
$558K -$16.2K -14 -3%
ECM
472
Everence Capital Management
Indiana
$556K
MCM
473
MAI Capital Management
Ohio
$556K +$68.3K +59 +14%
PHK
474
Point72 Hong Kong
Hong Kong
$549K -$1.71M -1,475 -76%
SPC
475
Sigma Planning Corp
Michigan
$545K +$152K +131 +40%

AZO Hedge Fund Activity: Q4 2020 in Review

751 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q4 2020, worth a combined $24.3B — down 1.9% from $24.7B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new AZO positions and 64 closed out — a net gain of 51 holders — while 255 added to existing stakes and 264 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $212M. The largest seller was Wellington Management Group, cutting an estimated $435M.

  • 751 institutional investors held AutoZone (AZO) as of Q4 2020, up from 708 in Q3 2020.
  • Funds reported $24.3B of AutoZone stock for Q4 2020, down 1.9% quarter-over-quarter.
  • 115 funds opened new AutoZone positions in Q4 2020 and 64 closed out, a net change of +51 holders.
  • The largest AutoZone buyer in Q4 2020 was JP Morgan Chase, an estimated $212M added.
  • The largest AutoZone seller in Q4 2020 was Wellington Management Group, an estimated $435M sold.

Based on aggregated 13F filings for Q4 2020.