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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
MML Investors Services
551
MML Investors Services
Massachusetts
$526K -$12.8K -8 -3%
BEI
552
Benjamin Edwards Inc
Missouri
$526K +$14.4K +9 +3%
MYLI
553
Meiji Yasuda Life Insurance
Japan
$526K +$497K +310 New
TI
554
Truepoint Inc
Ohio
$516K +$6.42K +4 +1%
PCA
555
Pallas Capital Advisors
Massachusetts
$511K +$457K +285 New
CT
556
Caldwell Trust
Florida
$506K +$12.8K +8 +3%
AIP
557
Ameritas Investment Partners
Nebraska
$501K
AIA
558
Angeles Investment Advisors
California
$501K +$473K +295 New
Lido Advisors
559
Lido Advisors
California
$497K +$78.6K +49 +20%
MA
560
Mutual Advisors
Nebraska
$494K
EF
561
Empirical Finance
Pennsylvania
$491K +$25.7K +16 +6%
AA
562
AlphaMark Advisors
Kentucky
$491K +$464K +289 New
BCM
563
Brookstone Capital Management
Illinois
$488K -$1.6K -1 -0.3%
RSWM
564
Robertson Stephens Wealth Management
California
$485K
EA
565
Ellsworth Advisors
Ohio
$484K +$1.6K +1 +0.4%
AWM
566
Avior Wealth Management
Nebraska
$475K -$351K -219 -44%
AIA
567
Affinity Investment Advisors
California
$465K +$103K +64 +30%
IC
568
IEQ Capital
California
$452K +$97.8K +61 +30%
SDWIA
569
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$447K +$48.1K +30 +13%
WFI
570
West Family Investments
California
$445K +$75.4K +47 +22%
CLOS
571
Compagnie Lombard Odier SCmA
Switzerland
$438K -$32.1K -20 -7%
DLA
572
Douglas Lane & Associates
New York
$418K -$33.7K -21 -8%
PP
573
PDT Partners
New York
$416K
CG
574
Caprock Group
Idaho
$414K -$19.2K -12 -5%
HI
575
Harbour Investments
Wisconsin
$412K -$32.1K -20 -8%

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.