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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
FPB
526
First PREMIER Bank
South Dakota
$26K
MCWS
527
McKinley Carter Wealth Services
West Virginia
$23K +$25.1K +35 New
GAM
528
Gemmer Asset Management
California
$21K
WPA
529
West Paces Advisors
Georgia
$20.1K
TFS
530
TrustCore Financial Services
Tennessee
$20K
GRP
531
Global Retirement Partners
California
$19K +$4.29K +6 +25%
FA
532
Fortis Advisors
Pennsylvania
$19K +$20.8K +29 New
KA
533
Kaizen Advisory
Illinois
$18K
APP
534
Avantax Planning Partners
Iowa
$18K +$20K +28 New
IWM
535
IHT Wealth Management
Illinois
$17K +$2.86K +4 +17%
WB
536
Webster Bank
Connecticut
$16K -$53.7K -75 -75%
MA
537
MUFG Americas
New York
$16K -$17.9K -25 -50%
CHC
538
City Holding Co
West Virginia
$16K
SIS
539
Sound Income Strategies
Florida
$16K
GFP
540
Gryphon Financial Partners
Ohio
$15K -$42.9K -60 -72%
ACS
541
Archford Capital Strategies
Illinois
$15K +$15K +21 New
FC
542
Ferris Capital
Massachusetts
$15K +$16.5K +23 New
IFAM
543
Institutional & Family Asset Management
Colorado
$15K +$16.5K +23 New
ED
544
Exane Derivatives
France
$14.7K
FRA
545
Front Row Advisors
California
$14K
PCG
546
Private Capital Group
Connecticut
$14K
CAW
547
Cornerstone Advisors (Washington)
Washington
$13K
TFO
548
Tarbox Family Office
California
$13K
MOS
549
MGO One Seven
Ohio
$12K
CAPTRUST Financial Advisors
550
CAPTRUST Financial Advisors
North Carolina
$12K +$12.9K +18 +900%

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.