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AutoZone

786 hedge funds and large institutions have $28.6B invested in AutoZone in 2021 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 273 increasing their positions, 289 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 43

4% more funds holding in top 10

Funds holding in top 10: 2324 (+1)

2% more funds holding

Funds holding: 768786 (+18)

4% more capital invested

Capital invested by funds: $27.4B → $28.6B (+$1.16B)

0.25% more ownership

Funds ownership: 88.75%89% (+0.25%)

6% less repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 289

14% less call options, than puts

Call options by funds: $675M | Put options by funds: $783M

Holders
786
Holders Change
+18
Holders Change %
+2.34%
% of All Funds
13.68%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.42%
New
69
Increased
273
Reduced
289
Closed
43
Calls
$675M
Puts
$783M
Net Calls
-$108M
Net Calls Change
+$256M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
751
Column Capital Advisors
Indiana
$7K -$1.45K -1 -17%
IF
752
Ironwood Financial
Arizona
$7K
WT
753
Washington Trust
Rhode Island
$7K
MPWT
754
MassMutual Private Wealth & Trust
Connecticut
$7K +$5.8K +4 +400%
JCM
755
Jacobi Capital Management
Pennsylvania
$7K +$7.25K +5 New
SWM
756
Sugarloaf Wealth Management
Georgia
$7K +$7.25K +5 New
SFA
757
Semmax Financial Advisors
North Carolina
$6K -$125K -86 -96%
BWM
758
Baystate Wealth Management
Massachusetts
$6K
EWA
759
Evolution Wealth Advisors
Florida
$6K
FMP
760
Financial Management Professionals
Texas
$6K
BFC
761
Bedel Financial Consulting
Indiana
$6K +$5.8K +4 New
AWA
762
Arkadios Wealth Advisors
Georgia
$5K +$1.45K +1 +33%
EBA
763
Eagle Bay Advisors
New York
$5K +$4.35K +3 New
BA
764
Bellwether Advisors
Nebraska
$4K
CHA
765
Carmichael Hill & Associates
Maryland
$4K
CWA
766
Clearview Wealth Advisors
Oregon
$4K
RFA
767
Reilly Financial Advisors
California
$4K
AF
768
Advisornet Financial
Minnesota
$4K +$1.45K +1 +50%
GFPC
769
Global Financial Private Client
Florida
$3.05K
EI
770
Ellevest Inc
New York
$3K -$46.4K -32 -94%
CA
771
Clearstead Advisors
Ohio
$3K -$8.7K -6 -75%
AssetMark Inc
772
AssetMark Inc
California
$3K -$5.8K -4 -67%
BWA
773
BDO Wealth Advisors
Florida
$3K
NSIM
774
North Star Investment Management
Illinois
$3K
NSB
775
Norway Savings Bank
Maine
$3K

AZO Hedge Fund Activity: Q2 2021 in Review

786 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q2 2021, worth a combined $28.6B — up 4.2% from $27.4B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new AZO positions and 43 closed out — a net gain of 26 holders — while 273 added to existing stakes and 289 trimmed.

The largest buyer was BLS Capital Fondsmaeglerselskab, adding an estimated $109M. The largest seller was Theleme Partners, exiting entirely with an estimated $190M sold.

  • 786 institutional investors held AutoZone (AZO) as of Q2 2021, up from 768 in Q1 2021.
  • Funds reported $28.6B of AutoZone stock for Q2 2021, up 4.2% quarter-over-quarter.
  • 69 funds opened new AutoZone positions in Q2 2021 and 43 closed out, a net change of +26 holders.
  • The largest AutoZone buyer in Q2 2021 was BLS Capital Fondsmaeglerselskab, an estimated $109M added.
  • The largest AutoZone seller in Q2 2021 was Theleme Partners, an estimated $190M sold.

Based on aggregated 13F filings for Q2 2021.