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AutoZone

708 hedge funds and large institutions have $24.7B invested in AutoZone in 2020 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 229 increasing their positions, 293 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $24.5B → $24.7B (+$196M)

7% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 68

2% less funds holding

Funds holding: 719708 (-11)

2.87% less ownership

Funds ownership: 93.21%90.34% (-2.9%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

22% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 293

23% less call options, than puts

Call options by funds: $798M | Put options by funds: $1.04B

Holders
708
Holders Change
-11
Holders Change %
-1.53%
% of All Funds
14.29%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.46%
New
63
Increased
229
Reduced
293
Closed
68
Calls
$798M
Puts
$1.04B
Net Calls
-$240M
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
751
Stevens Capital Management
Pennsylvania
-$236K -209 Closed
CAG
752
Crestwood Advisors Group
Massachusetts
-$228K -202 Closed
Brown Advisory
753
Brown Advisory
Maryland
-$222K -197 Closed
ECM
754
ExodusPoint Capital Management
New York
-$202K -179 Closed
OWA
755
One Wealth Advisors
California
-$202K -179 Closed
PRC
756
Pearl River Capital
Michigan
-$202K -179 Closed
OPS
757
Orion Portfolio Solutions
Nebraska
-$143K -127 Closed
CAN
758
Cetera Advisor Networks
California
-$139K -123 Closed
VFA
759
Valeo Financial Advisors
Indiana
-$87K -77 Closed
OSNBOA
760
Old Second National Bank of Aurora
Illinois
-$74K -66 Closed
ACA
761
Atlas Capital Advisors
Wyoming
-$64.3K -57 Closed
PA
762
Procyon Advisors
Connecticut
-$36K -32 Closed
SF
763
Synovus Financial
Georgia
-$31K -28 Closed
RA
764
Rational Advisors
New York
-$19K -17 Closed
PGAM
765
Princeton Global Asset Management
New Jersey
-$16K -15 Closed
AWM
766
Apollon Wealth Management
South Carolina
-$10K -9 Closed
CWP
767
CFM Wealth Partners
Texas
-$5K -5 Closed
BL
768
Balentine LLC
Georgia
-$5K -4 Closed
KPW
769
Kore Private Wealth
New York
-$4K -4 Closed
FWM
770
Filbrandt Wealth Management
Wisconsin
-$3K -3 Closed
PA
771
Perennial Advisors
New York
-$3K -3 Closed
ACM
772
Axel Capital Management
New York
-$2K -2 Closed
CFD
773
Creative Financial Designs
Indiana
-$2K -2 Closed
MIM
774
Macroview Investment Management
Maryland
-$2K -2 Closed
MPWT
775
MassMutual Private Wealth & Trust
Connecticut
-$2K -2 Closed

AZO Hedge Fund Activity: Q3 2020 in Review

708 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q3 2020, worth a combined $24.7B — up 0.8% from $24.5B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of AZO and 63 opened new positions — a net loss of 5 holders — while 293 trimmed existing stakes and 229 added.

The largest buyer was Wellington Management Group, adding an estimated $291M. The largest seller was Nordea Investment Management, cutting an estimated $611M.

  • 708 institutional investors held AutoZone (AZO) as of Q3 2020, down from 719 in Q2 2020.
  • Funds reported $24.7B of AutoZone stock for Q3 2020, up 0.8% quarter-over-quarter.
  • 63 funds opened new AutoZone positions in Q3 2020 and 68 closed out, a net change of -5 holders.
  • The largest AutoZone buyer in Q3 2020 was Wellington Management Group, an estimated $291M added.
  • The largest AutoZone seller in Q3 2020 was Nordea Investment Management, an estimated $611M sold.

Based on aggregated 13F filings for Q3 2020.