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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
CAL
701
Capital Analysts LLC
Pennsylvania
$109K
TF
702
Tompkins Financial
New York
$109K +$103K +64 New
NO
703
Ninety One
South Africa
$105K
WT
704
Whittier Trust
California
$105K
LJHT
705
Laurie J. Hall Trustee
$102K
TFIPS
706
Towarzystwo Funduszy Inwestycyjnych PZU SA
$102K -$112K -70 -54%
LC
707
Lindbrook Capital
California
$95K
VCM
708
Versant Capital Management
Arizona
$93K -$3.21K -2 -4%
GWS
709
Glassman Wealth Services
Virginia
$90K +$1.6K +1 +2%
ICM
710
Islay Capital Management
Texas
$85K
JGIA
711
Jackson Grant Investment Advisers
Connecticut
$85K
FFA
712
Freedman Financial Associates
Massachusetts
$83K
TFS
713
TrustCore Financial Services
Tennessee
$83K +$43.3K +27 +123%
CFA
714
Carroll Financial Associates
North Carolina
$78K
Optiver Holding
715
Optiver Holding
Netherlands
$76K +$72.2K +45 New
LSA
716
Leonteq Securities AG
Switzerland
$73K
FPB
717
First PREMIER Bank
South Dakota
$68K
ST
718
Smithfield Trust
Pennsylvania
$66K
FRA
719
Front Row Advisors
California
$65K
GRP
720
Global Retirement Partners
California
$65K +$11.2K +7 +23%
NFG
721
Next Financial Group
Texas
$60K +$6.42K +4 +13%
FFC
722
First Financial Corp
Indiana
$59K
KFI
723
Key Financial Inc
Pennsylvania
$58K
VCM
724
Vigilant Capital Management
Maine
$54K +$14.4K +9 +39%
APA
725
American Portfolios Advisors
New York
$52.6K -$723K -451 -94%

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.