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AutoZone

748 hedge funds and large institutions have $25.9B invested in AutoZone in 2019 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 220 increasing their positions, 292 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 53

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

6% more capital invested

Capital invested by funds: $24.5B → $25.9B (+$1.46B)

6% more funds holding

Funds holding: 706748 (+42)

1.15% less ownership

Funds ownership: 94%92.85% (-1.2%)

25% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 292

36% less call options, than puts

Call options by funds: $755M | Put options by funds: $1.19B

Holders
748
Holders Change
+42
Holders Change %
+5.95%
% of All Funds
14.74%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.41%
New
113
Increased
220
Reduced
292
Closed
53
Calls
$755M
Puts
$1.19B
Net Calls
-$433M
Net Calls Change
+$64.3M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
601
Kanawha Capital Management
Virginia
$238K
LDB
602
Lee, Danner & Bass
Tennessee
$238K
FCBT
603
First Citizens Bank & Trust
North Carolina
$237K +$230K +199 New
EA
604
Elm Advisors
California
$226K
FHA
605
Flagship Harbor Advisors
Massachusetts
$226K
APW
606
Aurora Private Wealth
New Jersey
$225K +$218K +189 New
EWM
607
Empirical Wealth Management
Washington
$214K +$208K +180 New
TAM
608
Tocqueville Asset Management
New York
$214K +$208K +180 New
PGFC
609
Peapack-Gladstone Financial Corp
New Jersey
$210K +$203K +176 New
LNB
610
Ledyard National Bank
$208K -$17.3K -15 -8%
WPW
611
Waldron Private Wealth
Pennsylvania
$207K +$201K +174 New
SCM
612
Shelton Capital Management
Colorado
$206K -$21.9K -19 -10%
CPC
613
Consolidated Planning Corp
Georgia
$205K +$199K +172 New
CAG
614
Crestwood Advisors Group
Massachusetts
$205K +$199K +172 New
DY
615
Dowling & Yahnke
California
$203K +$196K +170 New
ICM
616
IMS Capital Management
Oregon
$203K +$196K +170 New
KCM
617
Kathmere Capital Management
Pennsylvania
$203K +$196K +170 New
ET
618
Equitable Trust
Tennessee
$202K +$195K +169 New
BCM
619
Birch Capital Management
Texas
$194K +$188K +163 New
CT
620
Caldwell Trust
Florida
$175K +$170K +147 New
CQS
621
Credential Qtrade Securities
$175K -$2.31K -2 -1%
S
622
SignatureFD
Georgia
$169K +$8.08K +7 +5%
RAM
623
Riggs Asset Management
Pennsylvania
$167K
SIM
624
Sonora Investment Management
Arizona
$167K +$162K +140 New
SPIA
625
Steward Partners Investment Advisory
New York
$160K

AZO Hedge Fund Activity: Q4 2019 in Review

748 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q4 2019, worth a combined $25.9B — up 6% from $24.5B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new AZO positions and 53 closed out — a net gain of 60 holders — while 220 added to existing stakes and 292 trimmed.

The largest buyer was Fiera Capital (Canada), adding an estimated $96.1M. The largest seller was BlackRock, cutting an estimated $201M.

  • 748 institutional investors held AutoZone (AZO) as of Q4 2019, up from 706 in Q3 2019.
  • Funds reported $25.9B of AutoZone stock for Q4 2019, up 6% quarter-over-quarter.
  • 113 funds opened new AutoZone positions in Q4 2019 and 53 closed out, a net change of +60 holders.
  • The largest AutoZone buyer in Q4 2019 was Fiera Capital (Canada), an estimated $96.1M added.
  • The largest AutoZone seller in Q4 2019 was BlackRock, an estimated $201M sold.

Based on aggregated 13F filings for Q4 2019.