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AutoZone

786 hedge funds and large institutions have $28.6B invested in AutoZone in 2021 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 273 increasing their positions, 289 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 43

4% more funds holding in top 10

Funds holding in top 10: 2324 (+1)

2% more funds holding

Funds holding: 768786 (+18)

4% more capital invested

Capital invested by funds: $27.4B → $28.6B (+$1.16B)

0.25% more ownership

Funds ownership: 88.75%89% (+0.25%)

6% less repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 289

14% less call options, than puts

Call options by funds: $675M | Put options by funds: $783M

Holders
786
Holders Change
+18
Holders Change %
+2.34%
% of All Funds
13.68%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.42%
New
69
Increased
273
Reduced
289
Closed
43
Calls
$675M
Puts
$783M
Net Calls
-$108M
Net Calls Change
+$256M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
601
Stratos Wealth Partners
Ohio
$272K +$264K +182 New
TPWA
602
TRUE Private Wealth Advisors
Oregon
$271K -$98.6K -68 -27%
BBI
603
Baxter Bros Inc
Connecticut
$269K
FHA
604
Flagship Harbor Advisors
Massachusetts
$269K
CAG
605
Csenge Advisory Group
Florida
$261K +$2.9K +2 +1%
HWMA
606
Heritage Wealth Management (Arizona)
Arizona
$261K +$7.25K +5 +3%
CAM
607
Costello Asset Management
Pennsylvania
$260K -$29K -20 -10%
WCM
608
Wunderlich Capital Managemnt
Tennessee
$258K +$75.4K +52 +43%
CAM
609
Cypress Asset Management
Texas
$257K
MSFS
610
Main Street Financial Solutions
Pennsylvania
$254K
TMAM
611
Tokio Marine Asset Management
Japan
$254K +$10.1K +7 +4%
IAIM
612
International Assets Investment Management
Florida
$254K +$109K +75 +2%
CPC
613
Consolidated Planning Corp
Georgia
$253K
HAG
614
HighPoint Advisor Group
Illinois
$252K +$39.1K +27 +19%
BDF
615
Balasa Dinverno & Foltz
$248K
CT
616
Cambridge Trust
Massachusetts
$248K
ICM
617
IMS Capital Management
Oregon
$245K
IA
618
IFP Advisors
Florida
$244K +$14.5K +10 +6%
BCM
619
Birch Capital Management
Texas
$243K
EP
620
Edgestream Partners
New Jersey
$243K +$236K +163 New
SWM
621
SeaCrest Wealth Management
New York
$243K +$236K +163 New
GC
622
Grimes & Company
Massachusetts
$242K -$18.8K -13 -7%
RPWA
623
Regent Peak Wealth Advisors
Georgia
$242K -$7.25K -5 -3%
American Century Companies
624
American Century Companies
Missouri
$240K -$15.2M -10,503 -98%
OPS
625
Orion Portfolio Solutions
Nebraska
$239K -$4.35K -3 -2%

AZO Hedge Fund Activity: Q2 2021 in Review

786 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q2 2021, worth a combined $28.6B — up 4.2% from $27.4B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new AZO positions and 43 closed out — a net gain of 26 holders — while 273 added to existing stakes and 289 trimmed.

The largest buyer was BLS Capital Fondsmaeglerselskab, adding an estimated $109M. The largest seller was Theleme Partners, exiting entirely with an estimated $190M sold.

  • 786 institutional investors held AutoZone (AZO) as of Q2 2021, up from 768 in Q1 2021.
  • Funds reported $28.6B of AutoZone stock for Q2 2021, up 4.2% quarter-over-quarter.
  • 69 funds opened new AutoZone positions in Q2 2021 and 43 closed out, a net change of +26 holders.
  • The largest AutoZone buyer in Q2 2021 was BLS Capital Fondsmaeglerselskab, an estimated $109M added.
  • The largest AutoZone seller in Q2 2021 was Theleme Partners, an estimated $190M sold.

Based on aggregated 13F filings for Q2 2021.