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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
IIC
551
Integrated Investment Consultants
Michigan
$12K +$12.9K +18 New
NSIM
552
North Star Investment Management
Illinois
$10K
SWA
553
Sutton Wealth Advisors
Florida
$9.08K
EARNEST Partners
554
EARNEST Partners
Georgia
$9K
AWMS
555
Advocacy Wealth Management Services
Georgia
$8K
PFBT
556
Parkside Financial Bank & Trust
Missouri
$8K
TL
557
TrueWealth LLC
Georgia
$8K
EFSCE
558
Enterprise Financial Services Corp (EFSC)
Missouri
$8K +$5.01K +7 +117%
1IA
559
1834 Investment Advisors
Wisconsin
$7K
SFSIG
560
San Francisco Sentry Investment Group
California
$6K -$716 -1 -10%
JFGIW
561
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K +$2.86K +4 +67%
AWA
562
Acorn Wealth Advisors
Michigan
$5K
PMFA
563
Plante Moran Financial Advisors
Michigan
$5K
LF
564
Lee Financial
Texas
$5K +$5.01K +7 New
FCAG
565
First Capital Advisors Group
New Jersey
$4K +$4.29K +6 New
Parallax Volatility Advisers
566
Parallax Volatility Advisers
California
$3K -$455K -636 -99%
SIC
567
Salem Investment Counselors
North Carolina
$3K -$71.6K -100 -67%
ST
568
Smithfield Trust
Pennsylvania
$3K -$17.2K -24 -86%
AWM
569
Avior Wealth Management
Nebraska
$3K
CCM
570
Cribstone Capital Management
Maine
$3K
WIM
571
Westside Investment Management
California
$2.45K
JA
572
JOYN Advisors
Georgia
$2K +$2.15K +3 New
RA
573
Rational Advisors
New York
$2K +$2.15K +3 New
RWML
574
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.95K +$2.15K +3 New
Nomura Holdings
575
Nomura Holdings
Japan
$1.39K +$273K +381 +22%

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.