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AutoZone

825 hedge funds and large institutions have $32B invested in AutoZone in 2021 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 265 increasing their positions, 291 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 45

17% more funds holding in top 10

Funds holding in top 10: 2428 (+4)

12% more capital invested

Capital invested by funds: $28.6B → $32B (+$3.45B)

5% more funds holding

Funds holding: 786825 (+39)

1.03% more ownership

Funds ownership: 89%90.03% (+1%)

9% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 291

13% less call options, than puts

Call options by funds: $889M | Put options by funds: $1.02B

Holders
825
Holders Change
+39
Holders Change %
+4.96%
% of All Funds
14.44%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.49%
New
94
Increased
265
Reduced
291
Closed
45
Calls
$889M
Puts
$1.02B
Net Calls
-$132M
Net Calls Change
-$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MAFM
676
Mid Atlantic Financial Management
Pennsylvania
$207K +$196K +122 New
SP
677
Successful Portfolios
Florida
$205K +$194K +121 New
AWM
678
Avondale Wealth Management
Texas
$204K -$160K -100 -45%
EFS
679
Essex Financial Services
Connecticut
$204K +$192K +120 New
S
680
SimplyRich
California
$202K +$191K +119 New
WMP
681
Wealth Management Partners
Arizona
$202K +$191K +119 New
MCM
682
Manchester Capital Management
Vermont
$200K
PCP
683
Proficio Capital Partners
Massachusetts
$200K +$189K +118 New
FPS
684
Fieldpoint Private Securities
Connecticut
$190K +$3.21K +2 +2%
PA
685
Parallel Advisors
California
$188K +$8.02K +5 +5%
MUMSS
686
Mitsubishi UFJ Morgan Stanley Securities
Japan
$187K -$257K -160 -59%
HIIFS
687
Harel Insurance Investments & Financial Services
Israel
$183K
BCA
688
Berman Capital Advisors
Georgia
$180K +$33.7K +21 +24%
CFGS
689
Concourse Financial Group Securities
Alabama
$178K +$33.7K +21 +25%
EWM
690
Endurance Wealth Management
Rhode Island
$161K
FPFS
691
First Personal Financial Services
North Carolina
$161K
HIA
692
Harbor Investment Advisory
Maryland
$161K
T
693
TOBAM
France
$139K
BU
694
BBVA USA
Alabama
$136K
TSW
695
Thompson Siegel & Walmsley
Virginia
$136K
PCM
696
Penserra Capital Management
California
$132K +$11.2K +7 +10%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
697
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$127K -$3.28M -2,045 -96%
GI
698
Gradient Investments
Minnesota
$122K
ITFISA
699
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$114K
APP
700
Alpha Paradigm Partners
Illinois
$110K

AZO Hedge Fund Activity: Q3 2021 in Review

825 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q3 2021, worth a combined $32B — up 12% from $28.6B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new AZO positions and 45 closed out — a net gain of 49 holders — while 265 added to existing stakes and 291 trimmed.

The largest buyer was Altshuler Shaham, adding an estimated $241M. The largest seller was T. Rowe Price Associates, cutting an estimated $264M.

  • 825 institutional investors held AutoZone (AZO) as of Q3 2021, up from 786 in Q2 2021.
  • Funds reported $32B of AutoZone stock for Q3 2021, up 12% quarter-over-quarter.
  • 94 funds opened new AutoZone positions in Q3 2021 and 45 closed out, a net change of +49 holders.
  • The largest AutoZone buyer in Q3 2021 was Altshuler Shaham, an estimated $241M added.
  • The largest AutoZone seller in Q3 2021 was T. Rowe Price Associates, an estimated $264M sold.

Based on aggregated 13F filings for Q3 2021.