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AutoZone

581 hedge funds and large institutions have $15.9B invested in AutoZone in 2018 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 200 increasing their positions, 202 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $609M | Put options by funds: $547M

1% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 202

6% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 78

2% less funds holding

Funds holding: 591581 (-10)

4.27% less ownership

Funds ownership: 95.93%91.66% (-4.3%)

14% less capital invested

Capital invested by funds: $18.6B → $15.9B (-$2.66B)

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

Holders
581
Holders Change
-10
Holders Change %
-1.69%
% of All Funds
13.31%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.34%
New
73
Increased
200
Reduced
202
Closed
78
Calls
$609M
Puts
$547M
Net Calls
+$62.1M
Net Calls Change
-$377M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
501
Versant Capital Management
Arizona
$81K -$17.9K -25 -17%
SWM
502
SeaCrest Wealth Management
New York
$80K
IA
503
IFP Advisors
Florida
$69K
TSW
504
Thompson Siegel & Walmsley
Virginia
$65K
PFSC
505
Peoples Financial Services Corp
Pennsylvania
$65K +$35.8K +50 +100%
PA
506
Parallel Advisors
California
$60K -$1.43K -2 -2%
EMG
507
ETF Managers Group
New Jersey
$59K +$8.59K +12 +14%
CT
508
CPF Texas
Texas
$55K
WAM
509
Wealthspire Advisors (Maryland)
Maryland
$51K -$16.5K -23 -23%
CTC
510
Central Trust Company
Missouri
$50K
FANJ
511
Financial Architects (New Jersey)
New Jersey
$47K +$4.29K +6 +9%
CIP
512
Convergence Investment Partners
Florida
$45K +$49.4K +69 New
GLI
513
Guardian Life Insurance
New York
$41K -$19.3K -27 -30%
QCG
514
Quadrant Capital Group
Ohio
$38K +$716 +1 +2%
GWS
515
Glassman Wealth Services
Virginia
$37K +$1.43K +2 +4%
HFP
516
Holistic Financial Partners
Indiana
$36K -$7.16K -10 -15%
FIB
517
First Interstate Bank
Montana
$36K
SPIA
518
Steward Partners Investment Advisory
New York
$33K +$9.31K +13 +33%
OIA
519
OneDigital Investment Advisors
Kansas
$33K +$17.9K +25 +96%
CBOA
520
Commonwealth Bank of Australia
Australia
$33K +$28.6K +40 +267%
BCP
521
Blackhawk Capital Partners
Wisconsin
$32K -$21.5K -30 -38%
BWP
522
Baldwin Wealth Partners
Massachusetts
$32K
CBT
523
Capital Bank & Trust
California
$31K
PCP
524
Proficio Capital Partners
Massachusetts
$28K -$1.43K -2 -4%
TWA
525
TCI Wealth Advisors
Arizona
$27K

AZO Hedge Fund Activity: Q1 2018 in Review

581 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q1 2018, worth a combined $15.9B — down 14% from $18.6B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of AZO and 73 opened new positions — a net loss of 5 holders — while 202 trimmed existing stakes and 200 added.

The largest buyer was VOYA Investment Management, adding an estimated $317M. The largest seller was Citadel Advisors, cutting an estimated $261M.

  • 581 institutional investors held AutoZone (AZO) as of Q1 2018, down from 591 in Q4 2017.
  • Funds reported $15.9B of AutoZone stock for Q1 2018, down 14% quarter-over-quarter.
  • 73 funds opened new AutoZone positions in Q1 2018 and 78 closed out, a net change of -5 holders.
  • The largest AutoZone buyer in Q1 2018 was VOYA Investment Management, an estimated $317M added.
  • The largest AutoZone seller in Q1 2018 was Citadel Advisors, an estimated $261M sold.

Based on aggregated 13F filings for Q1 2018.