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AutoZone

748 hedge funds and large institutions have $25.9B invested in AutoZone in 2019 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 220 increasing their positions, 292 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 53

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

6% more capital invested

Capital invested by funds: $24.5B → $25.9B (+$1.46B)

6% more funds holding

Funds holding: 706748 (+42)

1.15% less ownership

Funds ownership: 94%92.85% (-1.2%)

25% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 292

36% less call options, than puts

Call options by funds: $755M | Put options by funds: $1.19B

Holders
748
Holders Change
+42
Holders Change %
+5.95%
% of All Funds
14.74%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.41%
New
113
Increased
220
Reduced
292
Closed
53
Calls
$755M
Puts
$1.19B
Net Calls
-$433M
Net Calls Change
+$64.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BL
676
Balentine LLC
Georgia
$44K +$39.3K +34 +1,133%
OPS
677
Orion Portfolio Solutions
Nebraska
$44K +$42.7K +37 New
EI
678
Ellevest Inc
New York
$43K +$37K +32 +800%
FFC
679
First Financial Corp
Indiana
$42K
AIM
680
Anchor Investment Management
South Carolina
$41.7K
FRA
681
Front Row Advisors
California
$39K +$1.16K +1 +3%
TFS
682
TrustCore Financial Services
Tennessee
$37K
WPA
683
West Paces Advisors
Georgia
$36.9K
GAM
684
Gemmer Asset Management
California
$36K
LAS
685
Lloyd Advisory Services
Georgia
$36K +$34.6K +30 New
Simplex Trading
686
Simplex Trading
Illinois
$30K -$427K -370 -93%
CHC
687
City Holding Co
West Virginia
$30K
MA
688
MUFG Americas
New York
$30K
SIS
689
Sound Income Strategies
Florida
$30K
SIC
690
Salem Investment Counselors
North Carolina
$30K +$28.9K +25 New
RIA
691
Realta Investment Advisors
Delaware
$29K
GRP
692
Global Retirement Partners
California
$26K
JGIA
693
Jackson Grant Investment Advisers
Connecticut
$26K
NFG
694
Next Financial Group
Texas
$24K -$115K -100 -83%
LB
695
Legacy Bridge
Iowa
$24K -$19.6K -17 -46%
LWM
696
Liberty Wealth Management
California
$22K
PCM
697
Penserra Capital Management
California
$22K +$6.93K +6 +40%
IFAM
698
Institutional & Family Asset Management
Colorado
$20K
EARNEST Partners
699
EARNEST Partners
Georgia
$17K
LWCFA
700
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$17K

AZO Hedge Fund Activity: Q4 2019 in Review

748 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q4 2019, worth a combined $25.9B — up 6% from $24.5B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new AZO positions and 53 closed out — a net gain of 60 holders — while 220 added to existing stakes and 292 trimmed.

The largest buyer was Fiera Capital (Canada), adding an estimated $96.1M. The largest seller was BlackRock, cutting an estimated $201M.

  • 748 institutional investors held AutoZone (AZO) as of Q4 2019, up from 706 in Q3 2019.
  • Funds reported $25.9B of AutoZone stock for Q4 2019, up 6% quarter-over-quarter.
  • 113 funds opened new AutoZone positions in Q4 2019 and 53 closed out, a net change of +60 holders.
  • The largest AutoZone buyer in Q4 2019 was Fiera Capital (Canada), an estimated $96.1M added.
  • The largest AutoZone seller in Q4 2019 was BlackRock, an estimated $201M sold.

Based on aggregated 13F filings for Q4 2019.