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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
CB
676
CNB Bank
Pennsylvania
$9K +$8.08K +9 New
HR
677
Howe & Rusling
New York
$9K +$8.08K +9 New
WT
678
Whittier Trust
California
$9K +$8.08K +9 New
RCAG
679
Rehmann Capital Advisory Group
Michigan
$6.14K
CCM
680
Cribstone Capital Management
Maine
$5K
IF
681
Ironwood Financial
Arizona
$5K
PFGIA
682
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$4.49K +5 New
AA
683
Advisory Alpha
Michigan
$4.02K +$3.59K +4 New
IA
684
IFP Advisors
Florida
$4K -$494K -550 -99%
AF
685
Advisornet Financial
Minnesota
$4K
EI
686
Ellevest Inc
New York
$4K
FCA
687
FinTrust Capital Advisors
South Carolina
$4K
PWM
688
PRW Wealth Management
Massachusetts
$4K
ST
689
Smithfield Trust
Pennsylvania
$4K
VFA
690
Valeo Financial Advisors
Indiana
$4K
MSA
691
Marino Stram & Associates
Massachusetts
$4K +$1.79K +2 +100%
TIM
692
Tortoise Investment Management
New York
$4K +$3.59K +4 New
WTC
693
WhitTier Trust Company
Nevada
$3K
CAM
694
ClariVest Asset Management
California
$3K +$2.69K +3 New
FGAM
695
Financial Gravity Asset Management
Texas
$3K +$2.69K +3 New
OWA
696
One Wealth Advisors
California
$3K +$2.69K +3 New
GWMIA
697
Global Wealth Management Investment Advisory
Florida
$2K
GTAM
698
Global Trust Asset Management
Florida
$1K
RFM
699
Royal Fund Management
Florida
$1K
BWM
700
Baystate Wealth Management
Massachusetts
$1K +$898 +1 New

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.