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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
PFS
676
Prospera Financial Services
Texas
$14K +$14.2K +12 New
CFB
677
Cullen/Frost Bankers
Texas
$13K
SL
678
Savior LLC
Massachusetts
$13K
SA
679
SRH Advisors
Kansas
$13K
CB
680
CNB Bank
Pennsylvania
$11K
FWM
681
Focused Wealth Management
New York
$9K
LFG
682
Larson Financial Group
Missouri
$8K
CCA
683
Column Capital Advisors
Indiana
$7K
EFSCE
684
Enterprise Financial Services Corp (EFSC)
Missouri
$7K
HIA
685
Harbor Investment Advisory
Maryland
$6K
IF
686
Ironwood Financial
Arizona
$6K
PFGIA
687
Patriot Financial Group Insurance Agency
Massachusetts
$6K
TAIM
688
TD Ameritrade Investment Management
Nebraska
$6K +$1.18K +1 +25%
AWM
689
Adams Wealth Management
Utah
$6K +$5.91K +5 New
CA
690
Crewe Advisors
Utah
$6K +$5.91K +5 New
PB
691
Pinnacle Bancorp
Nebraska
$6K +$5.91K +5 New
EWA
692
Evolution Wealth Advisors
Florida
$5K
FMP
693
Financial Management Professionals
Texas
$5K
VNA
694
Valley National Advisers
Pennsylvania
$5K
WT
695
Washington Trust
Rhode Island
$5K
BDWM
696
Brewin Dolphin Wealth Management
Ireland
$4.71K +$4.73K +4 New
CHA
697
Carmichael Hill & Associates
Maryland
$4K
ED
698
Exane Derivatives
France
$2.35K
BWA
699
BDO Wealth Advisors
Florida
$2K -$3.54K -3 -60%
AF
700
Advisornet Financial
Minnesota
$2K

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.