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AutoZone

825 hedge funds and large institutions have $32B invested in AutoZone in 2021 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 265 increasing their positions, 291 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 45

17% more funds holding in top 10

Funds holding in top 10: 2428 (+4)

12% more capital invested

Capital invested by funds: $28.6B → $32B (+$3.45B)

5% more funds holding

Funds holding: 786825 (+39)

1.03% more ownership

Funds ownership: 89%90.03% (+1%)

9% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 291

13% less call options, than puts

Call options by funds: $889M | Put options by funds: $1.02B

Holders
825
Holders Change
+39
Holders Change %
+4.96%
% of All Funds
14.44%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.49%
New
94
Increased
265
Reduced
291
Closed
45
Calls
$889M
Puts
$1.02B
Net Calls
-$132M
Net Calls Change
-$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
626
Cypress Asset Management
Texas
$292K
CAG
627
Csenge Advisory Group
Florida
$291K +$4.81K +3 +2%
CPC
628
Consolidated Planning Corp
Georgia
$289K
CQS
629
Credential Qtrade Securities
$285K +$14.4K +9 +6%
IA
630
IFP Advisors
Florida
$284K +$4.81K +3 +2%
TCM
631
Teza Capital Management
Illinois
$284K +$20.9K +13 +8%
SIM
632
Sonora Investment Management
Arizona
$284K +$38.5K +24 +17%
BDF
633
Balasa Dinverno & Foltz
$282K
ICM
634
IMS Capital Management
Oregon
$278K
OPS
635
Orion Portfolio Solutions
Nebraska
$278K +$6.42K +4 +3%
BCM
636
Birch Capital Management
Texas
$277K
GC
637
Grimes & Company
Massachusetts
$275K
SW
638
SVB Wealth
Massachusetts
$271K +$257K +160 New
FHA
639
Flagship Harbor Advisors
Massachusetts
$269K
SWM
640
SeaCrest Wealth Management
New York
$268K -$8.02K -5 -3%
1832 Asset Management
641
1832 Asset Management
Ontario, Canada
$267K +$245K +153 New
IWC
642
Integrated Wealth Concepts
Massachusetts
$267K +$252K +157 New
CT
643
Cambridge Trust
Massachusetts
$265K -$16K -10 -6%
AAM
644
Arabesque Asset Management
United Kingdom
$263K -$3.04M -1,893 -92%
LNB
645
Ledyard National Bank
$263K
CMO
646
Covenant Multifamily Offices
Texas
$259K
B
647
Barings
North Carolina
$257K +$242K +151 New
LCM
648
LCM Capital Management
Illinois
$255K -$1.6K -1 -0.7%
BFEC
649
Benjamin F. Edwards & Company
Missouri
$255K
SVWAG
650
Sound View Wealth Advisors Group
Georgia
$255K

AZO Hedge Fund Activity: Q3 2021 in Review

825 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q3 2021, worth a combined $32B — up 12% from $28.6B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new AZO positions and 45 closed out — a net gain of 49 holders — while 265 added to existing stakes and 291 trimmed.

The largest buyer was Altshuler Shaham, adding an estimated $241M. The largest seller was T. Rowe Price Associates, cutting an estimated $264M.

  • 825 institutional investors held AutoZone (AZO) as of Q3 2021, up from 786 in Q2 2021.
  • Funds reported $32B of AutoZone stock for Q3 2021, up 12% quarter-over-quarter.
  • 94 funds opened new AutoZone positions in Q3 2021 and 45 closed out, a net change of +49 holders.
  • The largest AutoZone buyer in Q3 2021 was Altshuler Shaham, an estimated $241M added.
  • The largest AutoZone seller in Q3 2021 was T. Rowe Price Associates, an estimated $264M sold.

Based on aggregated 13F filings for Q3 2021.