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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
QI
476
QS Investors
New York
$225K -$1.94K -3 -0.9%
FMW
477
Farr Miller & Washington
District of Columbia
$225K
Fisher Asset Management
478
Fisher Asset Management
Washington
$219K +$210K +326 New
GCA
479
Gideon Capital Advisors
New York
$213K -$110K -170 -35%
CT
480
Cambridge Trust
Massachusetts
$210K -$18.7K -29 -8%
SCM
481
Shelton Capital Management
Colorado
$207K +$199K +309 New
RFO
482
RiverGlades Family Offices
Florida
$205K -$105K -163 -35%
Truist Financial
483
Truist Financial
North Carolina
$205K +$197K +305 New
PIA
484
Piedmont Investment Advisors
North Carolina
$203K +$195K +303 New
DTL
485
Dynamic Technology Lab
Singapore
$202K +$194K +300 New
BIM
486
Bridges Investment Management
Nebraska
$201K +$194K +300 New
JIC
487
Joel Isaacson & Co
New York
$201K +$194K +300 New
PCMC
488
Paragon Capital Management (Colorado)
Colorado
$201K +$194K +300 New
TI
489
Truepoint Inc
Ohio
$201K +$194K +300 New
AW
490
Alpha Windward
Massachusetts
$197K +$2.58K +4 +1%
LNB
491
Ledyard National Bank
$174K +$64.5K +100 +63%
FHA
492
Flagship Harbor Advisors
Massachusetts
$173K +$166K +258 New
CS
493
Credential Securities
$161K -$76.1K -118 -33%
Carson Wealth (CWM LLC)
494
Carson Wealth (CWM LLC)
Nebraska
$161K +$1.94K +3 +1%
MCM
495
Manchester Capital Management
Vermont
$160K
FIB
496
First Interstate Bank
Montana
$160K +$118K +183 +333%
TF
497
Tompkins Financial
New York
$159K -$25.2K -39 -14%
Coatue Management
498
Coatue Management
New York
$159K +$153K +237 New
WAM
499
Wealthspire Advisors (Maryland)
Maryland
$158K +$101K +156 +197%
FPS
500
Fieldpoint Private Securities
Connecticut
$151K

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.