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AutoZone

485 hedge funds and large institutions have $16.1B invested in AutoZone in 2014 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 139 increasing their positions, 200 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 37

2% more funds holding

Funds holding: 474485 (+11)

0.58% more ownership

Funds ownership: 91.63%92.21% (+0.58%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less capital invested

Capital invested by funds: $16.3B → $16.1B (-$152M)

31% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 200

34% less call options, than puts

Call options by funds: $215M | Put options by funds: $327M

Holders
485
Holders Change
+11
Holders Change %
+2.32%
% of All Funds
13.94%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
53
Increased
139
Reduced
200
Closed
37
Calls
$215M
Puts
$327M
Net Calls
-$112M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
501
United Capital Financial Advisors
Texas
-$560K -1,043 Closed
FMT
502
First Mercantile Trust
Tennessee
-$556K -1,035 Closed
CCIA
503
Campbell & Co Investment Adviser
Maryland
-$516K -961 Closed
SGH
504
Schonfeld Group Holdings
New York
-$502K -935 Closed
MCM
505
Moore Capital Management
New York
-$444K -826 Closed
Verition Fund Management
506
Verition Fund Management
Connecticut
-$397K -740 Closed
CG
507
Clinton Group
New York
-$393K -732 Closed
WT
508
Wilmington Trust
Delaware
-$356K -664 Closed
PAM
509
Princeton Alpha Management
New Jersey
-$326K -607 Closed
SFP
510
Santa Fe Partners
New Mexico
-$313K -583 Closed
WMSA
511
Weiss Multi-Strategy Advisers
New York
-$301K -560 Closed
RCM
512
Rotella Capital Management
Washington
-$271K -504 Closed
SCM
513
Stux Capital Management
New York
-$269K -500 Closed
AP
514
Advisors Preferred
Maryland
-$239K -445 Closed
RHBC
515
R.H. Bluestein & Co
Michigan
-$215K -400 Closed
CWM
516
Calamos Wealth Management
Illinois
-$201K -375 Closed
RFS
517
Rockefeller Financial Services
New York
-$175K -325 Closed
AR
518
Advisory Research
Illinois
-$69K -128 Closed
PP
519
Palladium Partners
Virginia
-$51K -95 Closed
HR
520
Howe & Rusling
New York
-$21K -40 Closed
BRWM
521
B. Riley Wealth Management
Tennessee
-$5K -10 Closed
MIM
522
Macroview Investment Management
Maryland
-$5K -10 Closed

AZO Hedge Fund Activity: Q2 2014 in Review

485 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q2 2014, worth a combined $16.1B — down 0.94% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new AZO positions and 37 closed out — a net gain of 16 holders — while 139 added to existing stakes and 200 trimmed.

The largest buyer was Norges Bank, adding an estimated $106M. The largest seller was JP Morgan Chase, cutting an estimated $249M.

  • 485 institutional investors held AutoZone (AZO) as of Q2 2014, up from 474 in Q1 2014.
  • Funds reported $16.1B of AutoZone stock for Q2 2014, down 0.94% quarter-over-quarter.
  • 53 funds opened new AutoZone positions in Q2 2014 and 37 closed out, a net change of +16 holders.
  • The largest AutoZone buyer in Q2 2014 was Norges Bank, an estimated $106M added.
  • The largest AutoZone seller in Q2 2014 was JP Morgan Chase, an estimated $249M sold.

Based on aggregated 13F filings for Q2 2014.