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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
TFO
651
Tarbox Family Office
California
$31K
CHC
652
City Holding Co
West Virginia
$29K
GRP
653
Global Retirement Partners
California
$29K
SIC
654
Salem Investment Counselors
North Carolina
$29K
SFSIG
655
San Francisco Sentry Investment Group
California
$28K -$21.3K -18 -43%
LAS
656
Lloyd Advisory Services
Georgia
$28K -$5.91K -5 -17%
GWM
657
Geneos Wealth Management
Colorado
$27K -$5.91K -5 -17%
PFBT
658
Parkside Financial Bank & Trust
Missouri
$27K -$1.18K -1 -4%
JGIA
659
Jackson Grant Investment Advisers
Connecticut
$26K
PMFA
660
Plante Moran Financial Advisors
Michigan
$25K
LB
661
Legacy Bridge
Iowa
$24K
AWM
662
Avondale Wealth Management
Texas
$24K +$23.6K +20 New
FHC
663
First Horizon Corporation
Tennessee
$23K +$23.6K +20 New
TWA
664
TCI Wealth Advisors
Arizona
$22K
SSB
665
Sandy Spring Bank
Maryland
$22K +$22.4K +19 New
SWA
666
Sutton Wealth Advisors
Florida
$21.2K
IFAM
667
Institutional & Family Asset Management
Colorado
$20K
PWMG
668
Prestige Wealth Management Group
New Jersey
$20K
TFS
669
TrustCore Financial Services
Tennessee
$19K -$17.7K -15 -48%
PCM
670
Prelude Capital Management
New York
$19K +$18.9K +16 New
EARNEST Partners
671
EARNEST Partners
Georgia
$16K
LWCFA
672
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16K
SLF
673
Sun Life Financial
Ontario, Canada
$16K +$16.5K +14 New
JSC
674
Jackson Square Capital
California
$15K
HR
675
Howe & Rusling
New York
$14K +$2.36K +2 +20%

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.