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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
CWM
576
Chesapeake Wealth Management
Virginia
$410K -$94.6K -59 -20%
AG
577
AlphaSimPlex Group
Massachusetts
$409K -$682K -425 -64%
II
578
Inspire Investing
Idaho
$409K -$119K -74 -23%
WCM
579
Wunderlich Capital Managemnt
Tennessee
$409K +$109K +68 +39%
TA
580
Tiedemann Advisors
New York
$403K -$12.8K -8 -3%
FWIA
581
Fort Washington Investment Advisors
Ohio
$401K
ET
582
Equitable Trust
Tennessee
$399K +$57.7K +36 +18%
PSUF
583
People's United Financial
Connecticut
$396K
SFI
584
Siemens Fonds Invest
Germany
$394K +$372K +232 New
RIA
585
Realta Investment Advisors
Delaware
$392K +$371K +231 New
DWT
586
Dorsey & Whitney Trust
South Dakota
$391K
SC
587
Scotia Capital
Ontario, Canada
$387K -$64.2K -40 -15%
WC
588
Woodstock Corp
Massachusetts
$387K
FQ
589
First Quadrant
California
$385K +$33.7K +21 +10%
HTHT
590
Hemenway Trust Hemenway Trust
New Hampshire
$382K
BCM
591
Beddow Capital Management
Wyoming
$382K +$107K +67 +42%
TAM
592
Trust Asset Management
Texas
$374K +$22.5K +14 +7%
RG
593
Renaissance Group
Kentucky
$372K
TFA
594
Teamwork Financial Advisors
Texas
$372K +$351K +219 New
SIM
595
Sentry Investment Management
Wisconsin
$370K -$51.3K -32 -13%
RIA
596
Regal Investment Advisors
Michigan
$370K +$9.62K +6 +3%
S
597
SignatureFD
Georgia
$367K +$20.9K +13 +6%
CAGAS
598
Capital Advisory Group Advisory Services
Minnesota
$357K
DADC
599
D.A. Davidson & Co
Montana
$357K
LDB
600
Lee, Danner & Bass
Tennessee
$353K

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.