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AutoZone

825 hedge funds and large institutions have $32B invested in AutoZone in 2021 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 265 increasing their positions, 291 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 45

17% more funds holding in top 10

Funds holding in top 10: 2428 (+4)

12% more capital invested

Capital invested by funds: $28.6B → $32B (+$3.45B)

5% more funds holding

Funds holding: 786825 (+39)

1.03% more ownership

Funds ownership: 89%90.03% (+1%)

9% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 291

13% less call options, than puts

Call options by funds: $889M | Put options by funds: $1.02B

Holders
825
Holders Change
+39
Holders Change %
+4.96%
% of All Funds
14.44%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.49%
New
94
Increased
265
Reduced
291
Closed
45
Calls
$889M
Puts
$1.02B
Net Calls
-$132M
Net Calls Change
-$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PDN
526
Pensionfund DSM Netherlands
Netherlands
$594K -$3.13M -1,950 -85%
SSWM
527
Sheets Smith Wealth Management
North Carolina
$591K -$3.21K -2 -0.6%
DAM
528
Delta Asset Management
Tennessee
$589K -$101K -63 -15%
GFS
529
GYL Financial Synergies
Connecticut
$589K
EP
530
Eudaimonia Partners
Tennessee
$588K -$1.6K -1 -0.3%
CPO
531
Cerity Partners OCIO
New York
$588K +$555K +346 New
AC
532
Allstate Corporation
Illinois
$584K -$88.2K -55 -14%
WPW
533
Waldron Private Wealth
Pennsylvania
$575K +$204K +127 +60%
SQA
534
Simon Quick Advisors
New Jersey
$568K
CIC
535
Crawford Investment Counsel
Georgia
$565K +$3.21K +2 +0.6%
BRWM
536
B. Riley Wealth Management
Tennessee
$565K +$57.7K +36 +12%
FMW
537
Farr Miller & Washington
District of Columbia
$560K
BOH
538
Bank of Hawaii
Hawaii
$559K +$49.7K +31 +10%
MAM
539
Meeder Asset Management
Ohio
$552K -$24.1K -15 -4%
CAM
540
Cozad Asset Management
Illinois
$552K
BFM
541
Boothbay Fund Management
New York
$552K +$521K +325 New
WCM
542
Washington Capital Management
Washington
$552K
LWANC
543
Laurel Wealth Advisors (North Carolina)
North Carolina
$547K
CANY
544
Caxton Associates (New York)
New York
$543K +$513K +320 New
CGL
545
Clarius Group LLC
Washington
$540K +$30.5K +19 +6%
PMA
546
Prudent Man Advisors
Illinois
$538K
CCP
547
Corient Capital Partners
California
$537K +$28.9K +18 +6%
Pzena Investment Management
548
Pzena Investment Management
New York
$535K +$505K +315 New
CAM
549
Cresset Asset Management
Illinois
$533K +$61K +38 +14%
HSA
550
Hussman Strategic Advisors
Maryland
$526K -$994K -620 -67%

AZO Hedge Fund Activity: Q3 2021 in Review

825 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q3 2021, worth a combined $32B — up 12% from $28.6B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new AZO positions and 45 closed out — a net gain of 49 holders — while 265 added to existing stakes and 291 trimmed.

The largest buyer was Altshuler Shaham, adding an estimated $241M. The largest seller was T. Rowe Price Associates, cutting an estimated $264M.

  • 825 institutional investors held AutoZone (AZO) as of Q3 2021, up from 786 in Q2 2021.
  • Funds reported $32B of AutoZone stock for Q3 2021, up 12% quarter-over-quarter.
  • 94 funds opened new AutoZone positions in Q3 2021 and 45 closed out, a net change of +49 holders.
  • The largest AutoZone buyer in Q3 2021 was Altshuler Shaham, an estimated $241M added.
  • The largest AutoZone seller in Q3 2021 was T. Rowe Price Associates, an estimated $264M sold.

Based on aggregated 13F filings for Q3 2021.