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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
SF
501
Synovus Financial
Georgia
$141K
Fuller & Thaler Asset Management
502
Fuller & Thaler Asset Management
California
$134K
LJHT
503
Laurie J. Hall Trustee
$134K +$35.5K +55 +38%
ICM
504
IMS Capital Management
Oregon
$127K -$719K -1,114 -85%
GXMC
505
Global X Management Company
New York
$126K -$141K -219 -54%
ARMT
506
Amica Retiree Medical Trust
Rhode Island
$111K
S
507
SignatureFD
Georgia
$109K +$7.1K +11 +7%
VVP
508
Vulcan Value Partners
Alabama
$100K -$241M -373,863 -100%
Acadian Asset Management
509
Acadian Asset Management
Massachusetts
$97K
MAM
510
Meeder Asset Management
Ohio
$96.6K +$92.9K +144 New
EWM
511
Endurance Wealth Management
Rhode Island
$94K
RAM
512
Riggs Asset Management
Pennsylvania
$94K
SIM
513
Sonora Investment Management
Arizona
$94K
VCM
514
Versant Capital Management
Arizona
$86K +$2.58K +4 +3%
SWM
515
SeaCrest Wealth Management
New York
$83K
CF
516
Centaurus Financial
California
$70K +$67.1K +104 New
CLM
517
ClearBridge LLC (Maryland)
Maryland
$68.3K -$2.13M -3,309 -3%
FP
518
Factorial Partners
New York
$67.1K -$64.5K -100 -50%
TSW
519
Thompson Siegel & Walmsley
Virginia
$67K
FPFS
520
First Personal Financial Services
North Carolina
$64K -$49.7K -77 -45%
IA
521
IFP Advisors
Florida
$61K -$3.87K -6 -6%
PA
522
Parallel Advisors
California
$61K -$1.29K -2 -2%
IUHSA
523
Itau Unibanco Holding S.A.
Brazil
$59K -$297K -461 -84%
CT
524
CPF Texas
Texas
$57K
GWM
525
Geneos Wealth Management
Colorado
$52K -$336K -521 -87%

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.