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AutoZone

704 hedge funds and large institutions have $23.9B invested in AutoZone in 2019 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 237 increasing their positions, 264 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 52

23% more capital invested

Capital invested by funds: $19.5B → $23.9B (+$4.47B)

7% more funds holding

Funds holding: 655704 (+49)

0.18% more ownership

Funds ownership: 94.03%94.21% (+0.18%)

8% less funds holding in top 10

Funds holding in top 10: 2523 (-2)

10% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 264

17% less call options, than puts

Call options by funds: $569M | Put options by funds: $685M

Holders
704
Holders Change
+49
Holders Change %
+7.48%
% of All Funds
15.24%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.5%
New
106
Increased
237
Reduced
264
Closed
52
Calls
$569M
Puts
$685M
Net Calls
-$116M
Net Calls Change
-$233M
Name Holding Trade Value Shares
Change
Change in
Stake
JT
551
Jump Trading
Illinois
$290K +$254K +283 New
AWM
552
Avior Wealth Management
Nebraska
$287K +$249K +277 +6,925%
AssetMark Inc
553
AssetMark Inc
California
$285K -$163K -182 -40%
LOAME
554
Lombard Odier Asset Management (Europe)
United Kingdom
$275K
CT
555
Cambridge Trust
Massachusetts
$274K -$26.9K -30 -10%
BPM
556
Bowling Portfolio Management
Ohio
$272K +$239K +266 New
SFS
557
Sowell Financial Services
Arkansas
$269K +$236K +263 New
LPT
558
Legacy Private Trust
Wisconsin
$268K -$209K -233 -47%
FHA
559
First Horizon Advisors
Tennessee
$265K -$36.8K -41 -14%
AW
560
Alpha Windward
Massachusetts
$263K -$5.39K -6 -2%
BF
561
BOK Financial
Oklahoma
$256K -$280K -312 -56%
BSAM
562
Blue Sky Asset Management
Colorado
$252K +$221K +246 New
AIL
563
AGF Investments LLC
Ontario, Canada
$251K +$72.7K +81 +49%
CA
564
Cetera Advisors
Colorado
$249K -$9.87K -11 -4%
HFM
565
Harvest Fund Management
China
$248K +$39.5K +44 +22%
MCM
566
Manchester Capital Management
Vermont
$244K
HFS
567
HL Financial Services
Kentucky
$244K +$214K +238 New
NL
568
NKCFO LLC
Illinois
$236K
Baird Financial Group
569
Baird Financial Group
Wisconsin
$227K +$199K +222 New
EMG
570
ETF Managers Group
New Jersey
$225K +$15.3K +17 +8%
CWA
571
Clarus Wealth Advisors
Arizona
$223K -$36.8K -41 -16%
VAS
572
Vestmark Advisory Solutions
Massachusetts
$223K +$196K +218 New
LDB
573
Lee, Danner & Bass
Tennessee
$220K +$193K +215 New
WPW
574
Waldron Private Wealth
Pennsylvania
$219K -$88K -98 -31%
EA
575
Elm Advisors
California
$215K +$188K +210 New

AZO Hedge Fund Activity: Q1 2019 in Review

704 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q1 2019, worth a combined $23.9B — up 23% from $19.5B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new AZO positions and 52 closed out — a net gain of 54 holders — while 237 added to existing stakes and 264 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $155M. The largest seller was Burgundy Asset Management, cutting an estimated $194M.

  • 704 institutional investors held AutoZone (AZO) as of Q1 2019, up from 655 in Q4 2018.
  • Funds reported $23.9B of AutoZone stock for Q1 2019, up 23% quarter-over-quarter.
  • 106 funds opened new AutoZone positions in Q1 2019 and 52 closed out, a net change of +54 holders.
  • The largest AutoZone buyer in Q1 2019 was Boston Partners, an estimated $155M added.
  • The largest AutoZone seller in Q1 2019 was Burgundy Asset Management, an estimated $194M sold.

Based on aggregated 13F filings for Q1 2019.