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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
ETC
601
Exchange Traded Concepts
Oklahoma
$132K +$111K +94 +522%
CI
602
CX Institutional
Indiana
$131K +$9.45K +8 +8%
VCM
603
Versant Capital Management
Arizona
$123K
HIIFS
604
Harel Insurance Investments & Financial Services
Israel
$121K
PA
605
Parallel Advisors
California
$117K -$4.73K -4 -4%
AssetMark Inc
606
AssetMark Inc
California
$114K -$47.3K -40 -29%
HI
607
Human Investing
Oregon
$113K
EWM
608
Endurance Wealth Management
Rhode Island
$112K
FPFS
609
First Personal Financial Services
North Carolina
$112K
Carson Wealth (CWM LLC)
610
Carson Wealth (CWM LLC)
Nebraska
$109K
SFA
611
Semmax Financial Advisors
North Carolina
$106K
APC
612
Aspire Private Capital
North Carolina
$100K -$29.5K -25 -23%
EI
613
Ellevest Inc
New York
$98K -$17.7K -15 -15%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
614
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$97K +$96.9K +82 New
NL
615
NKCFO LLC
Illinois
$94K -$236K -200 -71%
TSW
616
Thompson Siegel & Walmsley
Virginia
$94K
RWA
617
Ropes Wealth Advisors
Massachusetts
$94K +$35.4K +30 +60%
TF
618
Tompkins Financial
New York
$91K -$3.54K -3 -4%
KCM
619
Kathmere Capital Management
Pennsylvania
$88K +$88.6K +75 New
Millennium Management
620
Millennium Management
New York
$87.8K +$59.3M +50,175 +206%
FP
621
Factorial Partners
New York
$82.4K
PCM
622
Penserra Capital Management
California
$80K +$9.45K +8 +13%
AIM
623
AIA Investment Management
Singapore
$79K +$23.6K +20 +43%
CAL
624
Capital Analysts LLC
Pennsylvania
$78K
FQ
625
First Quadrant
California
$78K

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.