AutoZone
536 hedge funds and large institutions have $16.3B invested in AutoZone in 2017 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 187 increasing their positions, 186 reducing their positions, and 68 closing their positions.
58% more call options, than puts
Call options by funds: $1.06B | Put options by funds: $672M
30% more funds holding in top 10
Funds holding in top 10: 10 → 13 (+3)
1.37% more ownership
Funds ownership: 97.75% → 99.11% (+1.4%)
7% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 68
4% more capital invested
Capital invested by funds: $15.6B → $16.3B (+$676M)
1% more repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 186
0% less funds holding
Funds holding: 538 → 536 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$277M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$249M |
| 3 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
+$166M |
| 4 |
JP Morgan Chase
New York
|
+$151M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$147M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$937M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$240M |
| 3 |
MIHAS
Maj Invest Holding A/S
Copenhagen K,
Denmark
|
-$84.7M |
| 4 |
Morgan Stanley
New York
|
-$73.3M |
| 5 |
GCM
Gates Capital Management
New York
|
-$59.9M |
AZO Hedge Fund Activity: Q3 2017 in Review
536 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q3 2017, worth a combined $16.3B — up 4.3% from $15.6B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new AZO positions and 68 closed out — a net gain of 5 holders — while 187 added to existing stakes and 186 trimmed.
The largest buyer was Lazard Asset Management, adding an estimated $277M. The largest seller was T. Rowe Price Associates, cutting an estimated $937M.
- 536 institutional investors held AutoZone (AZO) as of Q3 2017, down from 538 in Q2 2017.
- Funds reported $16.3B of AutoZone stock for Q3 2017, up 4.3% quarter-over-quarter.
- 73 funds opened new AutoZone positions in Q3 2017 and 68 closed out, a net change of +5 holders.
- The largest AutoZone buyer in Q3 2017 was Lazard Asset Management, an estimated $277M added.
- The largest AutoZone seller in Q3 2017 was T. Rowe Price Associates, an estimated $937M sold.
Based on aggregated 13F filings for Q3 2017.