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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
GSEP
551
Golden State Equity Partners
California
$296K +$290K +250 New
FHA
552
First Horizon Advisors
Tennessee
$291K +$6.95K +6 +3%
PP
553
PDT Partners
New York
$290K
EF
554
Empirical Finance
Pennsylvania
$290K +$48.6K +42 +21%
MAM
555
Meeder Asset Management
Ohio
$286K +$89.2K +77 +47%
HR
556
Hayden Royal
North Carolina
$283K +$277K +239 New
CTC
557
Central Trust Company
Missouri
$282K -$307K -265 -53%
SIA
558
Strategic Investment Advisors
Michigan
$282K +$10.4K +9 +4%
DWT
559
Dorsey & Whitney Trust
South Dakota
$278K
VPIM
560
Vanguard Personalized Indexing Management
California
$277K +$73K +63 +37%
SDWIA
561
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$276K +$51K +44 +23%
RG
562
Renaissance Group
Kentucky
$273K +$266K +230 New
PGFC
563
Peapack-Gladstone Financial Corp
New Jersey
$271K +$15.1K +13 +6%
FWIA
564
Fort Washington Investment Advisors
Ohio
$270K -$39.4K -34 -13%
HIIFS
565
Harel Insurance Investments & Financial Services
Israel
$267K -$38.2K -33 -32%
WC
566
Woodstock Corp
Massachusetts
$263K +$257K +222 New
BRWA
567
B. Riley Wealth Advisors
Florida
$260K +$8.11K +7 +3%
WP
568
WealthShield Partners
North Carolina
$256K +$250K +216 New
SLAM
569
Swiss Life Asset Management
$256K
GTCM
570
Gyon Technologies Capital Management
New Jersey
$252K -$806K -696 -77%
CQS
571
Credential Qtrade Securities
$251K +$4.63K +4 +2%
WPW
572
Waldron Private Wealth
Pennsylvania
$251K -$3.47K -3 -1%
CAGAS
573
Capital Advisory Group Advisory Services
Minnesota
$251K
WANY
574
Wealthspire Advisors (New York)
New York
$250K +$244K +211 New
RIA
575
Regal Investment Advisors
Michigan
$248K +$242K +209 New

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.