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AutoZone

708 hedge funds and large institutions have $24.7B invested in AutoZone in 2020 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 229 increasing their positions, 293 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $24.5B → $24.7B (+$196M)

7% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 68

2% less funds holding

Funds holding: 719708 (-11)

2.87% less ownership

Funds ownership: 93.21%90.34% (-2.9%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

22% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 293

23% less call options, than puts

Call options by funds: $798M | Put options by funds: $1.04B

Holders
708
Holders Change
-11
Holders Change %
-1.53%
% of All Funds
14.29%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.46%
New
63
Increased
229
Reduced
293
Closed
68
Calls
$798M
Puts
$1.04B
Net Calls
-$240M
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Change in
Stake
FM
476
Foster & Motley
Ohio
$505K -$62.6K -53 -11%
TC
477
TwinBeech Capital
New York
$502K -$4.51M -3,813 -90%
DAM
478
Delta Asset Management
Tennessee
$495K
MYIA
479
Mount Yale Investment Advisors
Colorado
$493K +$36.6K +31 +8%
JIC
480
Johnson Investment Counsel
Ohio
$490K +$7.09K +6 +1%
HCMT
481
Highland Capital Management (Tennessee)
Tennessee
$485K
QI
482
QS Investors
New York
$485K +$137K +116 +39%
MCM
483
MAI Capital Management
Ohio
$483K -$61.4K -52 -11%
WWM
484
Western Wealth Management
Colorado
$471K
JF
485
Jump Financial
Illinois
$471K +$473K +400 New
LOAMS
486
Lombard Odier Asset Management (Switzerland)
Switzerland
$468K +$469K +397 New
HFG
487
Heron Financial Group
New York
$461K +$17.7K +15 +4%
CCA
488
Checchi Capital Advisers
California
$458K -$15.4K -13 -3%
LNC
489
Lincoln National Corp
Pennsylvania
$458K +$5.91K +5 +1%
HPC
490
Hobart Private Capital
North Carolina
$456K -$92.2K -78 -17%
CS
491
Comerica Securities
Michigan
$455K -$1.18K -1 -0.3%
CAM
492
Cozad Asset Management
Illinois
$453K
DLA
493
Douglas Lane & Associates
New York
$448K -$7.09K -6 -2%
CIC
494
Chilton Investment Company
Connecticut
$437K +$1.18K +1 +0.3%
MGIM
495
M&G Investment Management
United Kingdom
$435K -$577K -488 -57%
HIM
496
Hillsdale Investment Management
Ontario, Canada
$432K +$8.27K +7 +2%
PFSC
497
Peoples Financial Services Corp
Pennsylvania
$428K
SFS
498
Sowell Financial Services
Arkansas
$426K -$68.5K -58 -14%
CNBTD
499
Citizens National Bank Trust Department
Mississippi
$425K
CWM
500
Chesapeake Wealth Management
Virginia
$422K

AZO Hedge Fund Activity: Q3 2020 in Review

708 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q3 2020, worth a combined $24.7B — up 0.8% from $24.5B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of AZO and 63 opened new positions — a net loss of 5 holders — while 293 trimmed existing stakes and 229 added.

The largest buyer was Wellington Management Group, adding an estimated $291M. The largest seller was Nordea Investment Management, cutting an estimated $611M.

  • 708 institutional investors held AutoZone (AZO) as of Q3 2020, down from 719 in Q2 2020.
  • Funds reported $24.7B of AutoZone stock for Q3 2020, up 0.8% quarter-over-quarter.
  • 63 funds opened new AutoZone positions in Q3 2020 and 68 closed out, a net change of -5 holders.
  • The largest AutoZone buyer in Q3 2020 was Wellington Management Group, an estimated $291M added.
  • The largest AutoZone seller in Q3 2020 was Nordea Investment Management, an estimated $611M sold.

Based on aggregated 13F filings for Q3 2020.