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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
AIP
501
Ameritas Investment Partners
Nebraska
$420K -$23.6K -20 -5%
AIM
502
Anchor Investment Management
South Carolina
$411K +$29.5K +25 +8%
EIA
503
Edgemoor Investment Advisors
Maryland
$409K
Mercer Global Advisors
504
Mercer Global Advisors
Colorado
$407K +$174K +147 +74%
BFEC
505
Benjamin F. Edwards & Company
Missouri
$406K
EP
506
Eudaimonia Partners
Tennessee
$406K +$11.8K +10 +3%
FMW
507
Farr Miller & Washington
District of Columbia
$395K
II
508
Inspire Investing
Idaho
$392K -$15.4K -13 -4%
KeyBank National Association
509
KeyBank National Association
Ohio
$391K +$5.91K +5 +2%
KAS
510
Kestra Advisory Services
Texas
$387K
SPC
511
Sigma Planning Corp
Michigan
$387K +$389K +329 New
LWANC
512
Laurel Wealth Advisors (North Carolina)
North Carolina
$385K -$35.4K -30 -8%
NP
513
Ninepoint Partners
Ontario, Canada
$379K
MIS
514
Morningstar Investment Services
Illinois
$379K +$17.7K +15 +5%
OSAM
515
O'Shaughnessy Asset Management
Connecticut
$369K -$1.37M -1,156 -79%
GEM
516
Global Endowment Management
North Carolina
$367K
JMPWA
517
JP Morgan Private Wealth Advisors
California
$360K -$110K -93 -23%
RC
518
RegentAtlantic Capital
New Jersey
$360K -$46.1K -39 -11%
EP
519
Edgestream Partners
New Jersey
$358K -$27.2M -23,038 -99%
Wealthfront Advisers
520
Wealthfront Advisers
California
$358K -$14.2K -12 -4%
QC
521
QCM Cayman
Texas
$353K -$233K -197 -40%
HTHT
522
Hemenway Trust Hemenway Trust
New Hampshire
$353K -$59.1K -50 -14%
Rafferty Asset Management
523
Rafferty Asset Management
New York
$350K +$57.9K +49 +20%
RIM
524
Rampart Investment Management
Connecticut
$345K -$1.43M -1,211 -81%
CA
525
Cetera Advisors
Colorado
$344K +$89.8K +76 +35%

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.