We are live on ! Find out more
AZO icon

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
LSA
726
Leonteq Securities AG
Switzerland
$3.56K +$3.47K +3 New
FGAM
727
Financial Gravity Asset Management
Texas
$3K +$2.32K +2 New
BA
728
Bellwether Advisors
Nebraska
$3K +$3.47K +3 New
GFPC
729
Global Financial Private Client
Florida
$2.37K +$2.32K +2 New
AF
730
Advisornet Financial
Minnesota
$2K
AF
731
Allworth Financial
California
$2K
BWA
732
BDO Wealth Advisors
Florida
$2K
GI
733
Gradient Investments
Minnesota
$2K
NSIM
734
North Star Investment Management
Illinois
$2K
LIM
735
Longfellow Investment Management
Massachusetts
$2K +$1.16K +1 New
MPWT
736
MassMutual Private Wealth & Trust
Connecticut
$2K +$2.32K +2 New
NSB
737
Norway Savings Bank
Maine
$2K +$2.32K +2 New
SFO
738
Standard Family Office
South Dakota
$2K +$2.32K +2 New
SFP
739
Sterling Financial Planning
New Jersey
$2K +$2.32K +2 New
TIAM2
740
Tru Independence Asset Management 2
Oregon
$2K +$2.32K +2 New
BCWM
741
Bartlett & Co Wealth Management
Ohio
$1.19K +$1.16K +1 New
RWA
742
Ropes Wealth Advisors
Massachusetts
$1K -$91.5K -79 -99%
CA
743
Crewe Advisors
Utah
$1K -$4.63K -4 -80%
GTAM
744
Global Trust Asset Management
Florida
$1K
M
745
MOTCO
Texas
$1K
TFM
746
TFC Financial Management
Massachusetts
$1K
BC
747
Bartlett & Co
Ohio
$1K +$1.16K +1 New
BWL
748
Bogart Wealth LLC
Virginia
$1K +$1.16K +1 New
DAC
749
Dividend Assets Capital
South Carolina
$1K +$1.16K +1 New
SWA
750
SOA Wealth Advisors
New York
$1K +$1.16K +1 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.