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AutoZone

751 hedge funds and large institutions have $24.3B invested in AutoZone in 2020 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 255 increasing their positions, 264 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 64

6% more funds holding

Funds holding: 708751 (+43)

0.74% less ownership

Funds ownership: 90.34%89.6% (-0.74%)

2% less capital invested

Capital invested by funds: $24.7B → $24.3B (-$461M)

3% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 264

17% less call options, than puts

Call options by funds: $702M | Put options by funds: $845M

17% less funds holding in top 10

Funds holding in top 10: 2319 (-4)

Holders
751
Holders Change
+43
Holders Change %
+6.07%
% of All Funds
13.29%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.34%
New
115
Increased
255
Reduced
264
Closed
64
Calls
$702M
Puts
$845M
Net Calls
-$143M
Net Calls Change
+$96.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
501
Checchi Capital Advisers
California
$453K -$8.11K -7 -2%
M
502
Mirova
France
$449K +$404K +349 +1,163%
AIM
503
Anchor Investment Management
South Carolina
$446K +$31.3K +27 +8%
LCM
504
Laurion Capital Management
New York
$441K +$252K +218 +142%
E
505
Ergoteles
New York
$436K +$426K +368 New
PFSC
506
Peoples Financial Services Corp
Pennsylvania
$430K
II
507
Inspire Investing
Idaho
$430K +$34.7K +30 +9%
CNBTD
508
Citizens National Bank Trust Department
Mississippi
$428K
MSRPS
509
Maryland State Retirement & Pension System
Maryland
$423K +$437K +377 New
TA
510
Tiedemann Advisors
New York
$421K +$130K +112 +46%
SFS
511
Sowell Financial Services
Arkansas
$415K -$13.9K -12 -3%
BFEC
512
Benjamin F. Edwards & Company
Missouri
$415K +$5.79K +5 +1%
T
513
TOBAM
France
$413K -$8.46M -7,305 -95%
EP
514
Eudaimonia Partners
Tennessee
$409K
AIP
515
Ameritas Investment Partners
Nebraska
$399K -$23.2K -20 -6%
FMW
516
Farr Miller & Washington
District of Columbia
$397K
FTDI
517
First Trust Direct Indexing
Massachusetts
$394K +$384K +332 New
LWANC
518
Laurel Wealth Advisors (North Carolina)
North Carolina
$388K
CAM
519
Cozad Asset Management
Illinois
$385K -$69.5K -60 -16%
MIS
520
Morningstar Investment Services
Illinois
$384K -$4.63K -4 -1%
OQS
521
Occudo Quantitative Strategies
Florida
$384K +$375K +324 New
RC
522
RegentAtlantic Capital
New Jersey
$382K +$18.5K +16 +5%
CWM
523
Chesapeake Wealth Management
Virginia
$380K -$44K -38 -11%
Mercer Global Advisors
524
Mercer Global Advisors
Colorado
$376K -$33.6K -29 -8%
KeyBank National Association
525
KeyBank National Association
Ohio
$376K -$17.4K -15 -5%

AZO Hedge Fund Activity: Q4 2020 in Review

751 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q4 2020, worth a combined $24.3B — down 1.9% from $24.7B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new AZO positions and 64 closed out — a net gain of 51 holders — while 255 added to existing stakes and 264 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $212M. The largest seller was Wellington Management Group, cutting an estimated $435M.

  • 751 institutional investors held AutoZone (AZO) as of Q4 2020, up from 708 in Q3 2020.
  • Funds reported $24.3B of AutoZone stock for Q4 2020, down 1.9% quarter-over-quarter.
  • 115 funds opened new AutoZone positions in Q4 2020 and 64 closed out, a net change of +51 holders.
  • The largest AutoZone buyer in Q4 2020 was JP Morgan Chase, an estimated $212M added.
  • The largest AutoZone seller in Q4 2020 was Wellington Management Group, an estimated $435M sold.

Based on aggregated 13F filings for Q4 2020.