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AutoZone

768 hedge funds and large institutions have $27.4B invested in AutoZone in 2021 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 245 increasing their positions, 293 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 79

21% more funds holding in top 10

Funds holding in top 10: 1923 (+4)

13% more capital invested

Capital invested by funds: $24.3B → $27.4B (+$3.15B)

2% more funds holding

Funds holding: 751768 (+17)

0.85% less ownership

Funds ownership: 89.6%88.75% (-0.85%)

16% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 293

39% less call options, than puts

Call options by funds: $573M | Put options by funds: $937M

Holders
768
Holders Change
+17
Holders Change %
+2.26%
% of All Funds
13.49%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.4%
New
102
Increased
245
Reduced
293
Closed
79
Calls
$573M
Puts
$937M
Net Calls
-$364M
Net Calls Change
-$221M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
751
Allworth Financial
California
$3K
BWA
752
BDO Wealth Advisors
Florida
$3K
NSIM
753
North Star Investment Management
Illinois
$3K
NSB
754
Norway Savings Bank
Maine
$3K
SFP
755
Sterling Financial Planning
New Jersey
$3K
SCA
756
Stonebridge Capital Advisors
Minnesota
$3K +$2.48K +2 New
WCM
757
Wealthcare Capital Management
Virginia
$3K +$2.48K +2 New
GFPC
758
Global Financial Private Client
Florida
$2.84K
LIM
759
Longfellow Investment Management
Massachusetts
$2K
BCWM
760
Bartlett & Co Wealth Management
Ohio
$1.4K
MPWT
761
MassMutual Private Wealth & Trust
Connecticut
$1K -$1.24K -1 -50%
BC
762
Bartlett & Co
Ohio
$1K
CA
763
Crewe Advisors
Utah
$1K
GTAM
764
Global Trust Asset Management
Florida
$1K
SWA
765
SOA Wealth Advisors
New York
$1K
TFM
766
TFC Financial Management
Massachusetts
$1K
VFA
767
Valeo Financial Advisors
Indiana
$1K +$1.24K +1 New
Walleye Capital
768
Walleye Capital
New York
$733 +$646K +522 New
MCM
769
Melvin Capital Management
New York
-$267M -225,000 Closed
IAM
770
Iridian Asset Management
Connecticut
-$186M -156,715 Closed
JCM
771
Junto Capital Management
New York
-$60.8M -51,283 Closed
MC
772
Maplelane Capital
New York
-$41.5M -35,000 Closed
AC
773
Armistice Capital
New York
-$32.7M -27,589 Closed
SSA
774
Schonfeld Strategic Advisors
New York
-$15.5M -13,108 Closed
DIA
775
Dana Investment Advisors
Wisconsin
-$12.2M -10,249 Closed

AZO Hedge Fund Activity: Q1 2021 in Review

768 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q1 2021, worth a combined $27.4B — up 13% from $24.3B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new AZO positions and 79 closed out — a net gain of 23 holders — while 245 added to existing stakes and 293 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $296M. The largest seller was Melvin Capital Management, exiting entirely with an estimated $267M sold.

  • 768 institutional investors held AutoZone (AZO) as of Q1 2021, up from 751 in Q4 2020.
  • Funds reported $27.4B of AutoZone stock for Q1 2021, up 13% quarter-over-quarter.
  • 102 funds opened new AutoZone positions in Q1 2021 and 79 closed out, a net change of +23 holders.
  • The largest AutoZone buyer in Q1 2021 was JP Morgan Chase, an estimated $296M added.
  • The largest AutoZone seller in Q1 2021 was Melvin Capital Management, an estimated $267M sold.

Based on aggregated 13F filings for Q1 2021.