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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
SL
701
Savior LLC
Massachusetts
$13K
SA
702
SRH Advisors
Kansas
$13K
PB
703
Pinnacle Bancorp
Nebraska
$12K +$5.79K +5 +100%
AWMS
704
Advocacy Wealth Management Services
Georgia
$12K +$11.6K +10 New
AIL
705
AGF Investments LLC
Ontario, Canada
$11K -$211K -182 -95%
CB
706
CNB Bank
Pennsylvania
$11K
TAIM
707
TD Ameritrade Investment Management
Nebraska
$11K +$4.63K +4 +80%
FWM
708
Focused Wealth Management
New York
$9K
AIG
709
American International Group
New York
$8.98K -$505K -436 -5%
LFG
710
Larson Financial Group
Missouri
$8K
EFSCE
711
Enterprise Financial Services Corp (EFSC)
Missouri
$8K +$1.16K +1 +17%
NC
712
NewSquare Capital
Pennsylvania
$7K +$6.95K +6 New
AssetMark Inc
713
AssetMark Inc
California
$6K -$107K -92 -95%
IF
714
Ironwood Financial
Arizona
$6K
PFGIA
715
Patriot Financial Group Insurance Agency
Massachusetts
$6K
EWA
716
Evolution Wealth Advisors
Florida
$5K
FMP
717
Financial Management Professionals
Texas
$5K
VNA
718
Valley National Advisers
Pennsylvania
$5K
WT
719
Washington Trust
Rhode Island
$5K
ME
720
McIlrath & Eck
Washington
$5K +$4.63K +4 New
CHA
721
Carmichael Hill & Associates
Maryland
$4K
CWA
722
Clearview Wealth Advisors
Oregon
$4K +$3.47K +3 New
NG
723
NWK Group
California
$4K +$3.47K +3 New
PA
724
Perennial Advisors
New York
$4K +$3.47K +3 New
RFA
725
Reilly Financial Advisors
California
$4K +$3.47K +3 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.