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AutoZone

825 hedge funds and large institutions have $32B invested in AutoZone in 2021 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 265 increasing their positions, 291 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 45

17% more funds holding in top 10

Funds holding in top 10: 2428 (+4)

12% more capital invested

Capital invested by funds: $28.6B → $32B (+$3.45B)

5% more funds holding

Funds holding: 786825 (+39)

1.03% more ownership

Funds ownership: 89%90.03% (+1%)

9% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 291

13% less call options, than puts

Call options by funds: $889M | Put options by funds: $1.02B

Holders
825
Holders Change
+39
Holders Change %
+4.96%
% of All Funds
14.44%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.49%
New
94
Increased
265
Reduced
291
Closed
45
Calls
$889M
Puts
$1.02B
Net Calls
-$132M
Net Calls Change
-$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
751
Optimum Investment Advisors
Illinois
$24K +$6.42K +4 +40%
SWM
752
Sugarloaf Wealth Management
Georgia
$24K +$14.4K +9 +180%
MA
753
MUFG Americas
New York
$24K +$22.5K +14 New
PCG
754
Private Capital Group
Connecticut
$22K
VNA
755
Valley National Advisers
Pennsylvania
$22K +$1.6K +1 +8%
Simplex Trading
756
Simplex Trading
Illinois
$21K -$321K -200 -93%
WIM
757
Westside Investment Management
California
$20.1K
ME
758
McIlrath & Eck
Washington
$20K
RF
759
Robbins Farley
New Hampshire
$20K
WBC
760
West Branch Capital
Massachusetts
$20K
FMP
761
Financial Management Professionals
Texas
$20K +$12.8K +8 +200%
SA
762
SRH Advisors
Kansas
$19K
PMFA
763
Plante Moran Financial Advisors
Michigan
$17K
FWM
764
Focused Wealth Management
New York
$17K +$3.21K +2 +25%
AP
765
Atwood & Palmer
Missouri
$17K +$16K +10 New
CCM
766
Carderock Capital Management
Maryland
$17K +$16K +10 New
CB
767
CNB Bank
Pennsylvania
$15K
RA
768
Resolute Advisors
California
$15K
Capstone Investment Advisors
769
Capstone Investment Advisors
New York
$14K +$12.8K +8 New
WTC
770
WhitTier Trust Company
Nevada
$14K +$12.8K +8 New
BBHC
771
Brown Brothers Harriman & Co
New York
$13.3K +$1.6K +1 +0%
Jones Financial Companies
772
Jones Financial Companies
Missouri
$12K
LFG
773
Larson Financial Group
Missouri
$12K
Nisa Investment Advisors
774
Nisa Investment Advisors
Missouri
$10.5K -$48.1K -30 -0.5%
Loomis, Sayles & Company
775
Loomis, Sayles & Company
Massachusetts
$10K -$4.81K -3 -33%

AZO Hedge Fund Activity: Q3 2021 in Review

825 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q3 2021, worth a combined $32B — up 12% from $28.6B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new AZO positions and 45 closed out — a net gain of 49 holders — while 265 added to existing stakes and 291 trimmed.

The largest buyer was Altshuler Shaham, adding an estimated $241M. The largest seller was T. Rowe Price Associates, cutting an estimated $264M.

  • 825 institutional investors held AutoZone (AZO) as of Q3 2021, up from 786 in Q2 2021.
  • Funds reported $32B of AutoZone stock for Q3 2021, up 12% quarter-over-quarter.
  • 94 funds opened new AutoZone positions in Q3 2021 and 45 closed out, a net change of +49 holders.
  • The largest AutoZone buyer in Q3 2021 was Altshuler Shaham, an estimated $241M added.
  • The largest AutoZone seller in Q3 2021 was T. Rowe Price Associates, an estimated $264M sold.

Based on aggregated 13F filings for Q3 2021.