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AutoZone

704 hedge funds and large institutions have $23.9B invested in AutoZone in 2019 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 237 increasing their positions, 264 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 52

23% more capital invested

Capital invested by funds: $19.5B → $23.9B (+$4.47B)

7% more funds holding

Funds holding: 655704 (+49)

0.18% more ownership

Funds ownership: 94.03%94.21% (+0.18%)

8% less funds holding in top 10

Funds holding in top 10: 2523 (-2)

10% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 264

17% less call options, than puts

Call options by funds: $569M | Put options by funds: $685M

Holders
704
Holders Change
+49
Holders Change %
+7.48%
% of All Funds
15.24%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.5%
New
106
Increased
237
Reduced
264
Closed
52
Calls
$569M
Puts
$685M
Net Calls
-$116M
Net Calls Change
-$233M
Name Holding Trade Value Shares
Change
Change in
Stake
DSI
601
Daiwa SB Investments
Japan
$113K +$98.7K +110 New
PA
602
Parallel Advisors
California
$112K +$16.2K +18 +20%
Carson Wealth (CWM LLC)
603
Carson Wealth (CWM LLC)
Nebraska
$109K -$135K -150 -67%
QT
604
Quantamental Technologies
New York
$102K -$269K -300 -75%
TSW
605
Thompson Siegel & Walmsley
Virginia
$102K
MNBTD
606
Moody National Bank Trust Division
Texas
$99K -$18.9K -21 -18%
EWM
607
Endurance Wealth Management
Rhode Island
$97K -$13.5K -15 -14%
FPFS
608
First Personal Financial Services
North Carolina
$97K
SFA
609
Semmax Financial Advisors
North Carolina
$92K
CFGS
610
Concourse Financial Group Securities
Alabama
$92K +$11.7K +13 +17%
MUS
611
Mitsubishi UFJ Securities
Japan
$92K +$80.8K +90 New
CI
612
CX Institutional
Indiana
$90K +$2.69K +3 +4%
CBOA
613
Commonwealth Bank of Australia
Australia
$80K
YWP
614
YorkBridge Wealth Partners
New York
$77K -$404K -450 -86%
CAL
615
Capital Analysts LLC
Pennsylvania
$76K +$27.8K +31 +70%
CAPTRUST Financial Advisors
616
CAPTRUST Financial Advisors
North Carolina
$76K +$38.6K +43 +139%
PCG
617
Private Capital Group
Connecticut
$76K +$47.6K +53 +252%
GLI
618
Guardian Life Insurance
New York
$74K +$64.6K +72 New
FP
619
Factorial Partners
New York
$71.7K
ACA
620
Atlas Capital Advisors
Wyoming
$67.6K +$8.08K +9 +16%
FPB
621
First PREMIER Bank
South Dakota
$67K
GWS
622
Glassman Wealth Services
Virginia
$55K +$1.79K +2 +4%
PCP
623
Proficio Capital Partners
Massachusetts
$54K +$8.98K +10 +23%
PAM
624
Paradigm Asset Management
New York
$51.2K +$44.9K +50 New
SF
625
Synovus Financial
Georgia
$51K -$143K -159 -76%

AZO Hedge Fund Activity: Q1 2019 in Review

704 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q1 2019, worth a combined $23.9B — up 23% from $19.5B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new AZO positions and 52 closed out — a net gain of 54 holders — while 237 added to existing stakes and 264 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $155M. The largest seller was Burgundy Asset Management, cutting an estimated $194M.

  • 704 institutional investors held AutoZone (AZO) as of Q1 2019, up from 655 in Q4 2018.
  • Funds reported $23.9B of AutoZone stock for Q1 2019, up 23% quarter-over-quarter.
  • 106 funds opened new AutoZone positions in Q1 2019 and 52 closed out, a net change of +54 holders.
  • The largest AutoZone buyer in Q1 2019 was Boston Partners, an estimated $155M added.
  • The largest AutoZone seller in Q1 2019 was Burgundy Asset Management, an estimated $194M sold.

Based on aggregated 13F filings for Q1 2019.