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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
AQA
651
Alpha Quant Advisors
Texas
$21K
TFO
652
Tarbox Family Office
California
$20K
AIC
653
Ameritas Investment Company
Nebraska
$20K +$7.18K +8 +67%
FIB
654
First Interstate Bank
Montana
$19K
Rockefeller Capital Management
655
Rockefeller Capital Management
New York
$18K +$16.2K +18 New
OIA
656
OneDigital Investment Advisors
Kansas
$17K -$8.08K -9 -35%
LFA
657
Legacy Financial Advisors
Kentucky
$17K +$2.69K +3 +21%
NCM
658
Northstar Capital Management
New York
$16K +$14.4K +16 New
AIA
659
Alera Investment Advisors
Illinois
$15K -$3.59K -4 -21%
FC
660
Ferris Capital
Massachusetts
$15K -$2.69K -3 -17%
SWA
661
Sutton Wealth Advisors
Florida
$14.3K
EARNEST Partners
662
EARNEST Partners
Georgia
$14K
CIA
663
CSat Investment Advisory
Michigan
$13K
GWM
664
Geneos Wealth Management
Colorado
$13K
TL
665
TrueWealth LLC
Georgia
$13K
PFBT
666
Parkside Financial Bank & Trust
Missouri
$12K -$1.79K -2 -14%
Loomis, Sayles & Company
667
Loomis, Sayles & Company
Massachusetts
$12K +$898 +1 +9%
PFO
668
Pathstone Family Office
New Jersey
$12K +$10.8K +12 New
EFSCE
669
Enterprise Financial Services Corp (EFSC)
Missouri
$11K
NIM
670
NuWave Investment Management
New Jersey
$10K -$1.03M -1,151 -99%
OIA
671
Optimum Investment Advisors
Illinois
$10K -$2.69K -3 -23%
RWA
672
Ropes Wealth Advisors
Massachusetts
$10K
IWP
673
Icon Wealth Partners
Texas
$10K +$8.98K +10 New
GT
674
Glenmede Trust
Pennsylvania
$9.75K -$155K -173 -2%
IP
675
Intellectus Partners
California
$9K

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.