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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
WT
626
Whittier Trust
California
$74K
BCA
627
Berman Capital Advisors
Georgia
$73K -$2.36K -2 -3%
LJHT
628
Laurie J. Hall Trustee
$71K +$70.9K +60 New
LC
629
Lindbrook Capital
California
$69K +$9.45K +8 +16%
C
630
Cerebellum
California
$67K +$67.3K +57 New
GWS
631
Glassman Wealth Services
Virginia
$60K
PCG
632
Private Capital Group
Connecticut
$53K -$14.2K -12 -21%
CFA
633
Carroll Financial Associates
North Carolina
$52K
LWM
634
Liberty Wealth Management
California
$51K -$2.36K -2 -4%
TWP
635
TFO Wealth Partners
Ohio
$48K
FPB
636
First PREMIER Bank
South Dakota
$47K
HFM
637
Harvest Fund Management
China
$47K
BHWM
638
Bay Harbor Wealth Management
Maryland
$46K -$15.4K -13 -25%
FRA
639
Front Row Advisors
California
$44K +$7.09K +6 +18%
FFC
640
First Financial Corp
Indiana
$41K
OIA
641
Optimum Investment Advisors
Illinois
$41K
ST
642
Smithfield Trust
Pennsylvania
$41K +$5.91K +5 +17%
EW
643
Evoke Wealth
California
$38K -$2.36K -2 -6%
H
644
Hexavest
Quebec, Canada
$38K
WPA
645
West Paces Advisors
Georgia
$36.5K
GAM
646
Gemmer Asset Management
California
$35K
M
647
Mirova
France
$35K +$35.4K +30 New
ZB
648
Zions Bancorporation
Utah
$34K
PFWA
649
Paces Ferry Wealth Advisors
Georgia
$33K +$33.1K +28 New
SIS
650
Sound Income Strategies
Florida
$32K +$2.36K +2 +8%

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.