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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
EI
576
Ethic Inc
New York
$206K +$207K +175 New
CT
577
Cambridge Trust
Massachusetts
$205K -$9.45K -8 -4%
CCG
578
Cypress Capital Group
Florida
$205K +$206K +174 New
QI
579
Qtron Investments
Massachusetts
$203K -$266K -225 -57%
IA
580
IFP Advisors
Florida
$203K +$3.54K +3 +2%
CI Investments Inc
581
CI Investments Inc
Ontario, Canada
$201K -$21.3K -18 -10%
BDF
582
Balasa Dinverno & Foltz
$201K -$11.8K -10 -6%
VPIM
583
Vanguard Personalized Indexing Management
California
$201K +$202K +171 New
ASC
584
Atalanta Sosnoff Capital
New York
$200K +$201K +170 New
CPC
585
Consolidated Planning Corp
Georgia
$200K +$201K +170 New
FMT
586
First Mercantile Trust
Tennessee
$196K -$207K -175 -51%
MAM
587
Meeder Asset Management
Ohio
$193K -$982K -831 -84%
BCM
588
Birch Capital Management
Texas
$192K
NFG
589
Next Financial Group
Texas
$184K +$184K +156 New
LCM
590
Laurion Capital Management
New York
$181K -$5.29M -4,481 -97%
Rockefeller Capital Management
591
Rockefeller Capital Management
New York
$175K +$108K +91 +157%
CT
592
Caldwell Trust
Florida
$173K
QCG
593
Quadrant Capital Group
Ohio
$172K +$34.3K +29 +25%
CFGS
594
Concourse Financial Group Securities
Alabama
$170K -$7.09K -6 -4%
RAM
595
Riggs Asset Management
Pennsylvania
$167K +$709K +600 +429%
SIM
596
Sonora Investment Management
Arizona
$166K
MC
597
Maverick Capital
Texas
$161K -$5.81M -4,914 -97%
ICM
598
Islay Capital Management
Texas
$154K +$95.7K +81 +162%
CIA
599
CSat Investment Advisory
Michigan
$151K +$7.09K +6 +5%
MCM
600
Manchester Capital Management
Vermont
$139K -$142K -120 -50%

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.