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AutoZone

1,045 hedge funds and large institutions have $41.9B invested in AutoZone in 2022 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 286 increasing their positions, 438 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 52

12% more capital invested

Capital invested by funds: $37.3B → $41.9B (+$4.6B)

6% more funds holding

Funds holding: 9821,045 (+63)

0.46% less ownership

Funds ownership: 90.39%89.93% (-0.46%)

2% less funds holding in top 10

Funds holding in top 10: 5352 (-1)

28% less call options, than puts

Call options by funds: $808M | Put options by funds: $1.13B

35% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 438

Holders
1,045
Holders Change
+63
Holders Change %
+6.42%
% of All Funds
16.8%
Holding in Top 10
52
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.89%
% of All Funds
0.84%
New
133
Increased
286
Reduced
438
Closed
52
Calls
$808M
Puts
$1.13B
Net Calls
-$319M
Net Calls Change
+$94.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
651
Apollon Wealth Management
South Carolina
$661K -$74.9K -31 -10%
DADC
652
D.A. Davidson & Co
Montana
$661K +$271K +112 +72%
SDWIA
653
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$649K
GLR
654
Great Lakes Retirement
Ohio
$646K +$633K +262 New
MA
655
Mutual Advisors
Nebraska
$644K -$62.8K -26 -9%
DWT
656
Dorsey & Whitney Trust
South Dakota
$639K +$4.83K +2 +0.8%
E
657
Ergoteles
New York
$631K -$2.37M -980 -79%
WCM
658
Wunderlich Capital Managemnt
Tennessee
$626K -$24.2K -10 -4%
AAM
659
Advisors Asset Management
Colorado
$617K +$131K +54 +28%
CIM
660
Contravisory Investment Management
Massachusetts
$617K +$133K +55 +28%
PG
661
Pendal Group
Australia
$609K +$162K +67 +37%
LWA
662
Lineweaver Wealth Advisors
Ohio
$608K +$24.2K +10 +4%
RIA
663
Regal Investment Advisors
Michigan
$604K +$26.6K +11 +5%
JCIA
664
Jackson Creek Investment Advisors
Colorado
$604K -$225K -93 -28%
AWM
665
Axxcess Wealth Management
California
$599K +$348K +144 +145%
Verition Fund Management
666
Verition Fund Management
Connecticut
$597K -$752K -311 -56%
TGAM
667
TBH Global Asset Management
Tennessee
$587K +$575K +238 New
TA
668
Tiedemann Advisors
New York
$587K +$2.42K +1 +0.4%
CI
669
Cigna Investments
Connecticut
$585K -$9.67K -4 -2%
AR
670
Apeiron RIA
Texas
$580K
SWP
671
Stratos Wealth Partners
Ohio
$575K -$43.5K -18 -7%
MWM
672
Meridian Wealth Management
Kentucky
$575K +$314K +130 +126%
AG
673
AIA Group
Hong Kong
$572K +$326K +135 +139%
PAM
674
Peak Asset Management
Colorado
$567K
KI
675
Kula Investments
Illinois
$567K +$556K +230 New

AZO Hedge Fund Activity: Q4 2022 in Review

1,045 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q4 2022, worth a combined $41.9B — up 12% from $37.3B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new AZO positions and 52 closed out — a net gain of 81 holders — while 286 added to existing stakes and 438 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $116M. The largest seller was Boston Partners, cutting an estimated $237M.

  • 1,045 institutional investors held AutoZone (AZO) as of Q4 2022, up from 982 in Q3 2022.
  • Funds reported $41.9B of AutoZone stock for Q4 2022, up 12% quarter-over-quarter.
  • 133 funds opened new AutoZone positions in Q4 2022 and 52 closed out, a net change of +81 holders.
  • The largest AutoZone buyer in Q4 2022 was JP Morgan Chase, an estimated $116M added.
  • The largest AutoZone seller in Q4 2022 was Boston Partners, an estimated $237M sold.

Based on aggregated 13F filings for Q4 2022.