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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
Bank of America
26
Bank of America
North Carolina
$182M -$44.1M -38,104 -20%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$169M +$15.5M +13,425 +11%
MA
28
Marshfield Associates
District of Columbia
$166M -$5.91M -5,105 -4%
N
29
Nuveen
North Carolina
$147M +$17.5M +15,130 +14%
Robeco Institutional Asset Management
30
Robeco Institutional Asset Management
Netherlands
$144M -$9.17M -7,920 -6%
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$144M +$108K +93 +0.1%
KBC Group
32
KBC Group
Belgium
$143M -$5.82M -5,022 -19%
NSCM
33
New South Capital Management
Tennessee
$142M -$4.02M -3,470 -3%
Swiss National Bank
34
Swiss National Bank
Switzerland
$141M -$2.43M -2,100 -2%
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$132M -$17.7M -15,319 -12%
PPA
36
Parametric Portfolio Associates
Washington
$130M -$5.51M -4,758 -4%
Charles Schwab
37
Charles Schwab
California
$128M -$368K -318 -0.3%
LSV Asset Management
38
LSV Asset Management
Illinois
$125M -$6.07M -5,240 -5%
Point72 Asset Management
39
Point72 Asset Management
Connecticut
$125M +$76.9M +66,417 +171%
TP
40
Theleme Partners
United Kingdom
$125M +$122M +105,304 New
UBS AM
41
UBS AM
Illinois
$118M +$7.64M +6,594 +7%
Wells Fargo
42
Wells Fargo
California
$110M +$57.9M +49,970 +116%
PRO
43
Pensioenfonds Rail & OV
Netherlands
$110M -$7.17M -6,194 -6%
MAMU
44
Marathon Asset Management (UK)
United Kingdom
$109M +$62.5M +53,983 +142%
TBC
45
Tweedy, Browne Co
Connecticut
$108M -$3.83M -3,307 -4%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$108M -$3.65M -3,152 -3%
WRF
47
Waddell & Reed Financial
Kansas
$105M -$28M -24,166 -21%
AQR Capital Management
48
AQR Capital Management
Connecticut
$100M +$6.74M +5,819 +7%
BGC
49
Beutel, Goodman & Co
Ontario, Canada
$100M +$5.44M +4,701 +6%
Citadel Advisors
50
Citadel Advisors
Florida
$98.8M -$115M -99,325 -54%

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.