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AutoZone

581 hedge funds and large institutions have $15.9B invested in AutoZone in 2018 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 200 increasing their positions, 202 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $609M | Put options by funds: $547M

1% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 202

6% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 78

2% less funds holding

Funds holding: 591581 (-10)

4.27% less ownership

Funds ownership: 95.93%91.66% (-4.3%)

14% less capital invested

Capital invested by funds: $18.6B → $15.9B (-$2.66B)

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

Holders
581
Holders Change
-10
Holders Change %
-1.69%
% of All Funds
13.31%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.34%
New
73
Increased
200
Reduced
202
Closed
78
Calls
$609M
Puts
$547M
Net Calls
+$62.1M
Net Calls Change
-$377M
Name Holding Trade Value Shares
Change
Change in
Stake
HEIP
626
Hudson Edge Investment Partners
New Jersey
-$566K -795 Closed
VIA
627
Virtus Investment Advisers
Connecticut
-$373K -525 Closed
Rafferty Asset Management
628
Rafferty Asset Management
New York
-$307K -432 Closed
DS
629
DRW Securities
Illinois
-$273K -384 Closed
KP
630
Keel Point
Alabama
-$267K -375 Closed
LC
631
Lourd Capital
California
-$264K -371 Closed
JFL
632
Jarislowsky, Fraser Ltd
Quebec, Canada
-$245K -345 Closed
WB
633
WesBanco Bank
West Virginia
-$245K -345 Closed
LOAME
634
Lombard Odier Asset Management (Europe)
United Kingdom
-$221K -310 Closed
Truist Financial
635
Truist Financial
North Carolina
-$220K -310 Closed
BIM
636
Bridges Investment Management
Nebraska
-$213K -300 Closed
CCM
637
Chilton Capital Management
Texas
-$213K -300 Closed
JGUA
638
John G. Ullman & Associates
New York
-$213K -300 Closed
PCMC
639
Paragon Capital Management (Colorado)
Colorado
-$213K -300 Closed
TI
640
Truepoint Inc
Ohio
-$213K -300 Closed
BL
641
BFSG LLC
California
-$213K -299 Closed
FNT
642
First National Trust
Pennsylvania
-$206K -289 Closed
Janney Montgomery Scott
643
Janney Montgomery Scott
Pennsylvania
-$204K -287 Closed
JMPWA
644
JP Morgan Private Wealth Advisors
California
-$202K -284 Closed
AI
645
Atria Investments
North Carolina
-$201K -283 Closed
FHA
646
Flagship Harbor Advisors
Massachusetts
-$211K -276 Closed
GBT
647
Grove Bank & Trust
Florida
-$186K -261 Closed
MIHAS
648
Maj Invest Holding A/S
Denmark
-$171K -240 Closed
STA
649
Summit Trail Advisors
New York
-$114K -146 Closed
TRCT
650
Tower Research Capital (TRC)
New York
-$77K -108 Closed

AZO Hedge Fund Activity: Q1 2018 in Review

581 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q1 2018, worth a combined $15.9B — down 14% from $18.6B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of AZO and 73 opened new positions — a net loss of 5 holders — while 202 trimmed existing stakes and 200 added.

The largest buyer was VOYA Investment Management, adding an estimated $317M. The largest seller was Citadel Advisors, cutting an estimated $261M.

  • 581 institutional investors held AutoZone (AZO) as of Q1 2018, down from 591 in Q4 2017.
  • Funds reported $15.9B of AutoZone stock for Q1 2018, down 14% quarter-over-quarter.
  • 73 funds opened new AutoZone positions in Q1 2018 and 78 closed out, a net change of -5 holders.
  • The largest AutoZone buyer in Q1 2018 was VOYA Investment Management, an estimated $317M added.
  • The largest AutoZone seller in Q1 2018 was Citadel Advisors, an estimated $261M sold.

Based on aggregated 13F filings for Q1 2018.