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AutoZone

1,045 hedge funds and large institutions have $41.9B invested in AutoZone in 2022 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 286 increasing their positions, 438 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 52

12% more capital invested

Capital invested by funds: $37.3B → $41.9B (+$4.6B)

6% more funds holding

Funds holding: 9821,045 (+63)

0.46% less ownership

Funds ownership: 90.39%89.93% (-0.46%)

2% less funds holding in top 10

Funds holding in top 10: 5352 (-1)

28% less call options, than puts

Call options by funds: $808M | Put options by funds: $1.13B

35% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 438

Holders
1,045
Holders Change
+63
Holders Change %
+6.42%
% of All Funds
16.8%
Holding in Top 10
52
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.89%
% of All Funds
0.84%
New
133
Increased
286
Reduced
438
Closed
52
Calls
$808M
Puts
$1.13B
Net Calls
-$319M
Net Calls Change
+$94.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
676
Belpointe Asset Management
Nevada
$563K -$67.7K -28 -11%
PA
677
Parallel Advisors
California
$557K +$2.42K +1 +0.4%
TAM
678
Trust Asset Management
Texas
$557K
HFM
679
Harvest Fund Management
China
$555K -$4.83K -2 -0.9%
BPFA
680
Barnes Pettey Financial Advisors
Mississippi
$552K -$131K -54 -19%
ONGA
681
O'Neil Global Advisors
California
$533K -$164K -68 -24%
QCG
682
Quadrant Capital Group
Ohio
$533K +$58K +24 +13%
SFS
683
Stiles Financial Services
Minnesota
$530K -$12.1K -5 -2%
SIM
684
Sentry Investment Management
Wisconsin
$530K +$135K +56 +35%
GA
685
Gateway Advisory
New Jersey
$528K +$16.9K +7 +3%
SSWM
686
Sheets Smith Wealth Management
North Carolina
$528K
WFI
687
West Family Investments
California
$525K
ICP
688
Interchange Capital Partners
Pennsylvania
$520K -$43.5K -18 -8%
CAGAS
689
Capital Advisory Group Advisory Services
Minnesota
$518K
AWM
690
Avitas Wealth Management
California
$515K -$7.25K -3 -1%
LBA
691
Lowell Blake & Associates
Massachusetts
$515K
FMAEN1
692
Fund Management at Engine No 1
California
$515K +$53.2K +22 +12%
LDB
693
Lee, Danner & Bass
Tennessee
$513K
WC
694
Woodstock Corp
Massachusetts
$508K -$16.9K -7 -3%
BPA
695
Beacon Pointe Advisors
California
$496K -$36.3K -15 -7%
AMR
696
Asset Management Resources
Massachusetts
$496K -$2.42K -1 -0.5%
BIM
697
Bridges Investment Management
Nebraska
$493K
Fayez Sarofim & Co
698
Fayez Sarofim & Co
Texas
$493K
KCM
699
Kanawha Capital Management
Virginia
$493K
CWM
700
Chesapeake Wealth Management
Virginia
$491K -$26.6K -11 -5%

AZO Hedge Fund Activity: Q4 2022 in Review

1,045 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q4 2022, worth a combined $41.9B — up 12% from $37.3B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new AZO positions and 52 closed out — a net gain of 81 holders — while 286 added to existing stakes and 438 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $116M. The largest seller was Boston Partners, cutting an estimated $237M.

  • 1,045 institutional investors held AutoZone (AZO) as of Q4 2022, up from 982 in Q3 2022.
  • Funds reported $41.9B of AutoZone stock for Q4 2022, up 12% quarter-over-quarter.
  • 133 funds opened new AutoZone positions in Q4 2022 and 52 closed out, a net change of +81 holders.
  • The largest AutoZone buyer in Q4 2022 was JP Morgan Chase, an estimated $116M added.
  • The largest AutoZone seller in Q4 2022 was Boston Partners, an estimated $237M sold.

Based on aggregated 13F filings for Q4 2022.