We are live on ! Find out more
AZO icon

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
ACM
726
Allred Capital Management
Texas
$5.96K +$5.77K +5 New
AF
727
Advisornet Financial
Minnesota
$5K
ST
728
Smithfield Trust
Pennsylvania
$5K
TIM
729
Tortoise Investment Management
New York
$5K
EWA
730
Evolution Wealth Advisors
Florida
$5K +$4.62K +4 New
VFA
731
Valeo Financial Advisors
Indiana
$4K
FANJ
732
Financial Architects (New Jersey)
New Jersey
$4K +$1.16K +1 +50%
CHA
733
Carmichael Hill & Associates
Maryland
$4K +$3.46K +3 New
EWM
734
EPG Wealth Management
Georgia
$4K +$3.46K +3 New
PW
735
Price Wealth
Texas
$4K +$3.46K +3 New
SIC
736
Samalin Investment Counsel
New York
$3K +$3.46K +3 New
SMFS
737
Squar Milner Financial Services
California
$3K +$3.46K +3 New
SCA
738
Stonebridge Capital Advisors
Minnesota
$2K
WWM
739
Willingdon Wealth Management
North Carolina
$2K
AF
740
Allworth Financial
California
$2K +$2.31K +2 New
AWA
741
Arkadios Wealth Advisors
Georgia
$1.07K +$1.16K +1 New
PWMG
742
Prestige Wealth Management Group
New Jersey
$1K -$2.31K -2 -67%
GTAM
743
Global Trust Asset Management
Florida
$1K
GI
744
Gradient Investments
Minnesota
$1K
RFM
745
Royal Fund Management
Florida
$1K
LWM
746
Lionsbridge Wealth Management
Florida
$1K +$1.16K +1 New
LP
747
LMR Partners
United Kingdom
$851 +$275K +238 +50%
PGAM
748
Princeton Global Asset Management
New Jersey
$18 +$17.3K +15 New
Lord, Abbett & Co
749
Lord, Abbett & Co
New Jersey
-$44.8M -41,323 Closed
BGI
750
BlueDrive Global Investors
United Kingdom
-$24.7M -22,817 Closed

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.