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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
SWA
701
Sutton Wealth Advisors
Florida
$16.7K
GWM
702
Geneos Wealth Management
Colorado
$15K
TL
703
TrueWealth LLC
Georgia
$15K
JSC
704
Jackson Square Capital
California
$15K +$15K +13 New
PFBT
705
Parkside Financial Bank & Trust
Missouri
$14K
CFB
706
Cullen/Frost Bankers
Texas
$14K +$8.08K +7 +140%
SL
707
Savior LLC
Massachusetts
$14K +$13.9K +12 New
EFSCE
708
Enterprise Financial Services Corp (EFSC)
Missouri
$13K
HPC
709
HM Payson & Co
Maine
$13K
HR
710
Howe & Rusling
New York
$13K +$3.46K +3 +38%
ED
711
Exane Derivatives
France
$12.5K -$12.7K -11 -50%
OIA
712
Optimum Investment Advisors
Illinois
$12K
CB
713
CNB Bank
Pennsylvania
$11K
LFA
714
Lighthouse Financial Advisors
Maryland
$10K +$10.4K +9 New
AS
715
Altshuler Shaham
Israel
$8K +$1.16K +1 +17%
LFG
716
Larson Financial Group
Missouri
$8K +$8.08K +7 New
TPWA
717
TRUE Private Wealth Advisors
Oregon
$8K +$8.08K +7 New
PMFA
718
Plante Moran Financial Advisors
Michigan
$7K -$1.16K -1 -14%
CCA
719
Column Capital Advisors
Indiana
$7K +$6.93K +6 New
IF
720
Ironwood Financial
Arizona
$6K
MCM
721
MV Capital Management
Maryland
$6K
PFGIA
722
Patriot Financial Group Insurance Agency
Massachusetts
$6K
CWP
723
CFM Wealth Partners
Texas
$6K +$5.77K +5 New
CCM
724
Covington Capital Management
California
$6K +$5.77K +5 New
HIA
725
Harbor Investment Advisory
Maryland
$6K +$5.77K +5 New

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.