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AutoZone

708 hedge funds and large institutions have $24.7B invested in AutoZone in 2020 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 229 increasing their positions, 293 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $24.5B → $24.7B (+$196M)

7% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 68

2% less funds holding

Funds holding: 719708 (-11)

2.87% less ownership

Funds ownership: 93.21%90.34% (-2.9%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

22% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 293

23% less call options, than puts

Call options by funds: $798M | Put options by funds: $1.04B

Holders
708
Holders Change
-11
Holders Change %
-1.53%
% of All Funds
14.29%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.46%
New
63
Increased
229
Reduced
293
Closed
68
Calls
$798M
Puts
$1.04B
Net Calls
-$240M
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
551
Wolverine Asset Management
Illinois
$256K +$169K +143 +191%
SLAM
552
Swiss Life Asset Management
$254K
PGFC
553
Peapack-Gladstone Financial Corp
New Jersey
$254K +$22.4K +19 +10%
WPW
554
Waldron Private Wealth
Pennsylvania
$253K +$254K +215 New
BRWA
555
B. Riley Wealth Advisors
Florida
$251K +$22.4K +19 +10%
CAGAS
556
Capital Advisory Group Advisory Services
Minnesota
$250K -$16.5K -14 -6%
BCV
557
Banque Cantonale Vaudoise
Switzerland
$248K -$1.3M -1,100 -84%
CAM
558
Cresset Asset Management
Illinois
$247K +$3.54K +3 +1%
CQS
559
Credential Qtrade Securities
$245K -$1.18K -1 -0.5%
LS
560
Livforsakringsbolaget Skandia
Sweden
$244K -$118K -100 -33%
EF
561
Empirical Finance
Pennsylvania
$239K +$240K +203 New
VCA
562
Verdence Capital Advisors
Maryland
$237K
BIM
563
Bridges Investment Management
Nebraska
$236K
Fayez Sarofim & Co
564
Fayez Sarofim & Co
Texas
$236K
KCM
565
Kanawha Capital Management
Virginia
$236K
LDB
566
Lee, Danner & Bass
Tennessee
$236K
VFA
567
Voya Financial Advisors
Connecticut
$236K +$11.8K +10 +5%
LSAG
568
Lake Street Advisors Group
New Hampshire
$236K +$13K +11 +6%
MUS
569
Mitsubishi UFJ Securities
Japan
$236K +$236K +200 New
AIL
570
AGF Investments LLC
Ontario, Canada
$225K -$468K -396 -67%
SDWIA
571
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$223K +$223K +189 New
S
572
SignatureFD
Georgia
$219K +$2.36K +2 +1%
LNB
573
Ledyard National Bank
$218K -$23.6K -20 -10%
FHA
574
Flagship Harbor Advisors
Massachusetts
$211K
CAG
575
Csenge Advisory Group
Florida
$206K -$14.2K -12 -6%

AZO Hedge Fund Activity: Q3 2020 in Review

708 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q3 2020, worth a combined $24.7B — up 0.8% from $24.5B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of AZO and 63 opened new positions — a net loss of 5 holders — while 293 trimmed existing stakes and 229 added.

The largest buyer was Wellington Management Group, adding an estimated $291M. The largest seller was Nordea Investment Management, cutting an estimated $611M.

  • 708 institutional investors held AutoZone (AZO) as of Q3 2020, down from 719 in Q2 2020.
  • Funds reported $24.7B of AutoZone stock for Q3 2020, up 0.8% quarter-over-quarter.
  • 63 funds opened new AutoZone positions in Q3 2020 and 68 closed out, a net change of -5 holders.
  • The largest AutoZone buyer in Q3 2020 was Wellington Management Group, an estimated $291M added.
  • The largest AutoZone seller in Q3 2020 was Nordea Investment Management, an estimated $611M sold.

Based on aggregated 13F filings for Q3 2020.