AutoZone
507 hedge funds and large institutions have $18.5B invested in AutoZone in 2014 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 151 increasing their positions, 188 reducing their positions, and 37 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 4 → 12 (+8)
132% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 37
21% more capital invested
Capital invested by funds: $15.2B → $18.5B (+$3.22B)
9% more funds holding
Funds holding: 465 → 507 (+42)
0.93% more ownership
Funds ownership: 92.69% → 93.62% (+0.93%)
20% less repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 188
23% less call options, than puts
Call options by funds: $366M | Put options by funds: $475M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$314M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$159M |
| 3 |
MG
Meritage Group
San Francisco,
California
|
+$150M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$102M |
| 5 |
State Street
Boston,
Massachusetts
|
+$53.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$378M |
| 2 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$175M |
| 3 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
-$104M |
| 4 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
-$104M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$63.4M |
AZO Hedge Fund Activity: Q4 2014 in Review
507 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q4 2014, worth a combined $18.5B — up 21% from $15.2B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new AZO positions and 37 closed out — a net gain of 49 holders — while 151 added to existing stakes and 188 trimmed.
The largest buyer was Bank of America, adding an estimated $314M. The largest seller was Wellington Management Group, cutting an estimated $378M.
- 507 institutional investors held AutoZone (AZO) as of Q4 2014, up from 465 in Q3 2014.
- Funds reported $18.5B of AutoZone stock for Q4 2014, up 21% quarter-over-quarter.
- 86 funds opened new AutoZone positions in Q4 2014 and 37 closed out, a net change of +49 holders.
- The largest AutoZone buyer in Q4 2014 was Bank of America, an estimated $314M added.
- The largest AutoZone seller in Q4 2014 was Wellington Management Group, an estimated $378M sold.
Based on aggregated 13F filings for Q4 2014.