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.
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: 591 → 581 (-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: 19 → 15 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
+$317M |
| 2 |
JP Morgan Chase
New York
|
+$119M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$62.2M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$55M |
| 5 |
BlackRock
New York
|
+$40.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$261M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$219M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
-$193M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$180M |
| 5 |
Millennium Management
New York
|
-$121M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JCM
651
Jacobi Capital Management
Pittston,
Pennsylvania
| – | -$77K | -100 | Closed |
|
|
PO
652
Private Ocean
San Rafael,
California
| – | -$65K | -91 | Closed |
|
|
PHK
653
Point72 Hong Kong
Hong Kong
| – | -$20K | -28 | Closed |
|
654
AssetMark Inc
Concord,
California
| – | -$10K | -14 | Closed |
|
|
WA
655
Winfield Associates
Cleveland,
Ohio
| – | -$10K | -14 | Closed |
|
|
NCM
656
Nelson Capital Management
Menlo Park,
California
| – | -$8K | -10 | Closed |
|
|
MPWT
657
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$4.98K | -7 | Closed |
|
|
APA
658
American Portfolios Advisors
Holbrook,
New York
| – | -$2.85K | -4 | Closed |
|
659
Financial Engines Advisors
Santa Clara,
California
| – | -$1K | -2 | 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.