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AutoZone

751 hedge funds and large institutions have $24.3B invested in AutoZone in 2020 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 255 increasing their positions, 264 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 64

6% more funds holding

Funds holding: 708751 (+43)

0.74% less ownership

Funds ownership: 90.34%89.6% (-0.74%)

2% less capital invested

Capital invested by funds: $24.7B → $24.3B (-$461M)

3% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 264

17% less call options, than puts

Call options by funds: $702M | Put options by funds: $845M

17% less funds holding in top 10

Funds holding in top 10: 2319 (-4)

Holders
751
Holders Change
+43
Holders Change %
+6.07%
% of All Funds
13.29%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.34%
New
115
Increased
255
Reduced
264
Closed
64
Calls
$702M
Puts
$845M
Net Calls
-$143M
Net Calls Change
+$96.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
601
Main Street Financial Solutions
Pennsylvania
$202K +$197K +170 New
LCM
602
LCM Capital Management
Illinois
$202K +$202K +174 New
CPC
603
Consolidated Planning Corp
Georgia
$201K
BCM
604
Birch Capital Management
Texas
$193K
IA
605
IFP Advisors
Florida
$191K -$12.7K -11 -6%
MUMSS
606
Mitsubishi UFJ Morgan Stanley Securities
Japan
$190K +$185K +160 New
RPWA
607
Regent Peak Wealth Advisors
Georgia
$180K +$176K +152 New
BAM
608
Belpointe Asset Management
Nevada
$167K +$163K +141 New
RAM
609
Riggs Asset Management
Pennsylvania
$166K -$695K -600 -81%
SIM
610
Sonora Investment Management
Arizona
$166K -$1.16K -1 -0.7%
QT
611
Quantbot Technologies
New York
$161K -$4.81M -4,155 -97%
ICM
612
Islay Capital Management
Texas
$155K
CI
613
CX Institutional
Indiana
$147K +$15.1K +13 +12%
QCG
614
Quadrant Capital Group
Ohio
$143K -$29K -25 -17%
MCM
615
Manchester Capital Management
Vermont
$140K
AAP
616
Arax Advisory Partners
Colorado
$139K +$135K +117 New
EA
617
Elm Advisors
California
$138K +$134K +116 New
FPS
618
Fieldpoint Private Securities
Connecticut
$130K +$127K +110 New
VCM
619
Versant Capital Management
Arizona
$124K
BCA
620
Berman Capital Advisors
Georgia
$121K +$47.5K +41 +66%
FPFS
621
First Personal Financial Services
North Carolina
$113K
IAIM
622
International Assets Investment Management
Florida
$113K +$3.58M +3,093 New
EWM
623
Endurance Wealth Management
Rhode Island
$112K
Carson Wealth (CWM LLC)
624
Carson Wealth (CWM LLC)
Nebraska
$109K
WAM
625
Wolverine Asset Management
Illinois
$107K -$147K -127 -58%

AZO Hedge Fund Activity: Q4 2020 in Review

751 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q4 2020, worth a combined $24.3B — down 1.9% from $24.7B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new AZO positions and 64 closed out — a net gain of 51 holders — while 255 added to existing stakes and 264 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $212M. The largest seller was Wellington Management Group, cutting an estimated $435M.

  • 751 institutional investors held AutoZone (AZO) as of Q4 2020, up from 708 in Q3 2020.
  • Funds reported $24.3B of AutoZone stock for Q4 2020, down 1.9% quarter-over-quarter.
  • 115 funds opened new AutoZone positions in Q4 2020 and 64 closed out, a net change of +51 holders.
  • The largest AutoZone buyer in Q4 2020 was JP Morgan Chase, an estimated $212M added.
  • The largest AutoZone seller in Q4 2020 was Wellington Management Group, an estimated $435M sold.

Based on aggregated 13F filings for Q4 2020.