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AutoZone

704 hedge funds and large institutions have $23.9B invested in AutoZone in 2019 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 237 increasing their positions, 264 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 52

23% more capital invested

Capital invested by funds: $19.5B → $23.9B (+$4.47B)

7% more funds holding

Funds holding: 655704 (+49)

0.18% more ownership

Funds ownership: 94.03%94.21% (+0.18%)

8% less funds holding in top 10

Funds holding in top 10: 2523 (-2)

10% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 264

17% less call options, than puts

Call options by funds: $569M | Put options by funds: $685M

Holders
704
Holders Change
+49
Holders Change %
+7.48%
% of All Funds
15.24%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.5%
New
106
Increased
237
Reduced
264
Closed
52
Calls
$569M
Puts
$685M
Net Calls
-$116M
Net Calls Change
-$233M
Name Holding Trade Value Shares
Change
Change in
Stake
KPW
626
Kore Private Wealth
New York
$48K -$21.5K -24 -34%
SFSIG
627
San Francisco Sentry Investment Group
California
$47K +$21.5K +24 +109%
BCA
628
Berman Capital Advisors
Georgia
$44K +$8.98K +10 +30%
LC
629
Lindbrook Capital
California
$43K
TWA
630
TCI Wealth Advisors
Arizona
$42K -$898 -1 -2%
SIC
631
Salem Investment Counselors
North Carolina
$39K +$44.9K +50 New
LB
632
Legacy Bridge
Iowa
$38K +$33.2K +37 New
CAW
633
Cornerstone Advisors (Washington)
Washington
$36K +$7.18K +8 +30%
SAM
634
Shamrock Asset Management
Texas
$35K
VVP
635
Vulcan Value Partners
Alabama
$34K
Capstone Investment Advisors
636
Capstone Investment Advisors
New York
$34K +$29.6K +33 New
TFS
637
TrustCore Financial Services
Tennessee
$32K
WPA
638
West Paces Advisors
Georgia
$31.7K
TAIM
639
TD Ameritrade Investment Management
Nebraska
$30K +$11.7K +13 +81%
AIM
640
Advantage Investment Management
Iowa
$29K +$9.87K +11 +65%
FAM
641
Fred Alger Management
New York
$28K +$9.87K +11 +69%
GAM
642
Gemmer Asset Management
California
$26K -$7.18K -8 -24%
CBT
643
Capital Bank & Trust
California
$26K
CHC
644
City Holding Co
West Virginia
$26K
MA
645
MUFG Americas
New York
$26K
SIS
646
Sound Income Strategies
Florida
$26K
FRA
647
Front Row Advisors
California
$25K +$1.79K +2 +9%
JGIA
648
Jackson Grant Investment Advisers
Connecticut
$23K
GRP
649
Global Retirement Partners
California
$22K
IFAM
650
Institutional & Family Asset Management
Colorado
$22K

AZO Hedge Fund Activity: Q1 2019 in Review

704 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q1 2019, worth a combined $23.9B — up 23% from $19.5B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new AZO positions and 52 closed out — a net gain of 54 holders — while 237 added to existing stakes and 264 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $155M. The largest seller was Burgundy Asset Management, cutting an estimated $194M.

  • 704 institutional investors held AutoZone (AZO) as of Q1 2019, up from 655 in Q4 2018.
  • Funds reported $23.9B of AutoZone stock for Q1 2019, up 23% quarter-over-quarter.
  • 106 funds opened new AutoZone positions in Q1 2019 and 52 closed out, a net change of +54 holders.
  • The largest AutoZone buyer in Q1 2019 was Boston Partners, an estimated $155M added.
  • The largest AutoZone seller in Q1 2019 was Burgundy Asset Management, an estimated $194M sold.

Based on aggregated 13F filings for Q1 2019.