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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
OSAM
526
O'Shaughnessy Asset Management
Connecticut
$373K +$2.32K +2 +0.6%
Wealthfront Advisers
527
Wealthfront Advisers
California
$369K +$8.11K +7 +2%
KLI
528
Kelman-Lazarov Inc
Tennessee
$367K +$359K +310 New
TPWA
529
TRUE Private Wealth Advisors
Oregon
$360K +$31.3K +27 +10%
CI
530
Conning Inc
Connecticut
$360K +$83.4K +72 +31%
HTHT
531
Hemenway Trust Hemenway Trust
New Hampshire
$358K +$2.32K +2 +0.7%
QC
532
QCM Cayman
Texas
$356K
Rafferty Asset Management
533
Rafferty Asset Management
New York
$356K +$3.47K +3 +1%
PCM
534
Pinz Capital Management
New York
$356K +$347K +300 New
TI
535
Truepoint Inc
Ohio
$356K +$347K +300 New
CA
536
Cetera Advisors
Colorado
$354K +$8.11K +7 +2%
MA
537
Mutual Advisors
Nebraska
$354K +$9.27K +8 +3%
TAM
538
Tocqueville Asset Management
New York
$337K +$54.4K +47 +20%
CLOS
539
Compagnie Lombard Odier SCmA
Switzerland
$330K +$322K +278 New
TSS
540
Two Sigma Securities
New York
$326K +$318K +275 New
CG
541
Caprock Group
Idaho
$313K +$306K +264 New
PSUF
542
People's United Financial
Connecticut
$312K -$18.5K -16 -6%
FL
543
Fort LP
Maryland
$309K -$257K -222 -46%
AIA
544
Affinity Investment Advisors
California
$309K +$302K +261 New
BIM
545
Bridges Investment Management
Nebraska
$308K +$69.5K +60 +30%
Lido Advisors
546
Lido Advisors
California
$307K +$12.7K +11 +4%
FQ
547
First Quadrant
California
$303K +$220K +190 +288%
DLA
548
Douglas Lane & Associates
New York
$302K -$145K -125 -33%
GEM
549
Global Endowment Management
North Carolina
$299K -$69.5K -60 -19%
CCP
550
Corient Capital Partners
California
$296K +$5.79K +5 +2%

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.