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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
Bank of America
26
Bank of America
North Carolina
$128M +$43.1M +66,858 +54%
Ameriprise
27
Ameriprise
Minnesota
$126M -$38.3M -59,393 -24%
TBC
28
Tweedy, Browne Co
Connecticut
$120M +$48.9M +75,796 +73%
American Century Companies
29
American Century Companies
Missouri
$120M +$116M +179,192 New
Morgan Stanley
30
Morgan Stanley
New York
$105M +$82.1M +127,214 +435%
APG Asset Management
31
APG Asset Management
Netherlands
$99.1M +$16.5M +25,600 +17%
Legal & General Group
32
Legal & General Group
United Kingdom
$98.1M -$8.43M -13,071 -8%
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$94.2M +$355K +550 +0.4%
KP
34
Kiltearn Partners
United Kingdom
$93.3M -$2.45M -3,800 -3%
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$85.7M -$58.9M -91,215 -42%
Janus Henderson Group
36
Janus Henderson Group
United Kingdom
$85.1M +$39.7M +61,524 +94%
MA
37
Marshfield Associates
District of Columbia
$84.2M -$310K -481 -0.4%
O
38
OppenheimerFunds
New York
$82.5M -$13M -20,198 -14%
PPA
39
Parametric Portfolio Associates
Washington
$76.9M -$11.4M -17,642 -13%
Swiss National Bank
40
Swiss National Bank
Switzerland
$75.3M +$1.29M +2,000 +2%
PRO
41
Pensioenfonds Rail & OV
Netherlands
$74.2M +$1.53M +2,366 +2%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$72.2M -$25.2M -39,005 -27%
ClearBridge Investments
43
ClearBridge Investments
New York
$72.1M +$509K +789 +0.7%
First Manhattan
44
First Manhattan
New York
$70.1M -$2.59M -4,013 -4%
Charles Schwab
45
Charles Schwab
California
$68M +$774K +1,199 +1%
UBS AM
46
UBS AM
Illinois
$67M -$11.2M -17,312 -15%
FAM
47
Fenimore Asset Management
New York
$66.9M -$481K -745 -0.7%
TCIM
48
TIAA CREF Investment Management
New York
$66.6M -$31.7M -49,204 -33%
UH
49
Unigestion Holding
Switzerland
$66.6M +$64M +99,197 New
Arrowstreet Capital
50
Arrowstreet Capital
Massachusetts
$64.5M +$62M +96,145 New

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.