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AutoZone

751 hedge funds and large institutions have $24.3B invested in AutoZone in 2020 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 255 increasing their positions, 264 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 64

6% more funds holding

Funds holding: 708751 (+43)

0.74% less ownership

Funds ownership: 90.34%89.6% (-0.74%)

2% less capital invested

Capital invested by funds: $24.7B → $24.3B (-$461M)

3% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 264

17% less call options, than puts

Call options by funds: $702M | Put options by funds: $845M

17% less funds holding in top 10

Funds holding in top 10: 2319 (-4)

Holders
751
Holders Change
+43
Holders Change %
+6.07%
% of All Funds
13.29%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.34%
New
115
Increased
255
Reduced
264
Closed
64
Calls
$702M
Puts
$845M
Net Calls
-$143M
Net Calls Change
+$96.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
651
Penserra Capital Management
California
$58K -$22K -19 -28%
FFA
652
Freedman Financial Associates
Massachusetts
$58K +$56.7K +49 New
PCG
653
Private Capital Group
Connecticut
$53K
FPB
654
First PREMIER Bank
South Dakota
$47K
BHWM
655
Bay Harbor Wealth Management
Maryland
$47K +$1.16K +1 +3%
FRA
656
Front Row Advisors
California
$46K
ST
657
Smithfield Trust
Pennsylvania
$45K +$3.47K +3 +9%
FFC
658
First Financial Corp
Indiana
$41K
OIA
659
Optimum Investment Advisors
Illinois
$41K
KFI
660
Key Financial Inc
Pennsylvania
$40K +$39.4K +34 New
EW
661
Evoke Wealth
California
$38K
H
662
Hexavest
Quebec, Canada
$38K
WPA
663
West Paces Advisors
Georgia
$36.7K
GAM
664
Gemmer Asset Management
California
$36K
GRP
665
Global Retirement Partners
California
$36K +$5.79K +5 +20%
ZB
666
Zions Bancorporation
Utah
$34K
PMFA
667
Plante Moran Financial Advisors
Michigan
$34K +$9.27K +8 +38%
GWM
668
Geneos Wealth Management
Colorado
$33K +$16.2K +14 +58%
SIS
669
Sound Income Strategies
Florida
$32K
TFO
670
Tarbox Family Office
California
$31K
CHC
671
City Holding Co
West Virginia
$30K
SIC
672
Salem Investment Counselors
North Carolina
$30K
SFSIG
673
San Francisco Sentry Investment Group
California
$28K
NFG
674
Next Financial Group
Texas
$27K -$154K -133 -85%
PFBT
675
Parkside Financial Bank & Trust
Missouri
$27K

AZO Hedge Fund Activity: Q4 2020 in Review

751 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q4 2020, worth a combined $24.3B — down 1.9% from $24.7B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new AZO positions and 64 closed out — a net gain of 51 holders — while 255 added to existing stakes and 264 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $212M. The largest seller was Wellington Management Group, cutting an estimated $435M.

  • 751 institutional investors held AutoZone (AZO) as of Q4 2020, up from 708 in Q3 2020.
  • Funds reported $24.3B of AutoZone stock for Q4 2020, down 1.9% quarter-over-quarter.
  • 115 funds opened new AutoZone positions in Q4 2020 and 64 closed out, a net change of +51 holders.
  • The largest AutoZone buyer in Q4 2020 was JP Morgan Chase, an estimated $212M added.
  • The largest AutoZone seller in Q4 2020 was Wellington Management Group, an estimated $435M sold.

Based on aggregated 13F filings for Q4 2020.