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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
LAS
676
Lloyd Advisory Services
Georgia
$26K -$2.32K -2 -8%
JGIA
677
Jackson Grant Investment Advisers
Connecticut
$26K
PFO
678
Pathstone Family Office
New Jersey
$25K +$24.3K +21 New
AWM
679
Avondale Wealth Management
Texas
$24K
LB
680
Legacy Bridge
Iowa
$24K
TFIPS
681
Towarzystwo Funduszy Inwestycyjnych PZU SA
$23.7K +$23.2K +20 New
CIA
682
CSat Investment Advisory
Michigan
$23K -$127K -110 -85%
SSB
683
Sandy Spring Bank
Maryland
$23K
TWA
684
TCI Wealth Advisors
Arizona
$23K
LWM
685
Liberty Wealth Management
California
$22K -$27.8K -24 -56%
FHC
686
First Horizon Corporation
Tennessee
$22K -$1.16K -1 -5%
SWA
687
Sutton Wealth Advisors
Florida
$21.3K
IFAM
688
Institutional & Family Asset Management
Colorado
$20K
ADIM
689
Alpha DNA Investment Management
Maryland
$20K +$19.7K +17 New
TFS
690
TrustCore Financial Services
Tennessee
$19K
LWCFA
691
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19K +$2.32K +2 +14%
CCA
692
Childress Capital Advisors
Texas
$19K +$18.5K +16 New
MLFP
693
MPS Loria Financial Planners
Illinois
$19K +$18.5K +16 New
HIA
694
Harbor Investment Advisory
Maryland
$18K +$11.6K +10 +200%
SC
695
SouthState Corp
Florida
$18K +$17.4K +15 New
EARNEST Partners
696
EARNEST Partners
Georgia
$17K
SLF
697
Sun Life Financial
Ontario, Canada
$17K
PWMG
698
Prestige Wealth Management Group
New Jersey
$16K -$3.47K -3 -18%
HR
699
Howe & Rusling
New York
$14K
Capstone Investment Advisors
700
Capstone Investment Advisors
New York
$14K +$13.9K +12 New

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.