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AutoZone

1,045 hedge funds and large institutions have $41.9B invested in AutoZone in 2022 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 286 increasing their positions, 438 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 52

12% more capital invested

Capital invested by funds: $37.3B → $41.9B (+$4.6B)

6% more funds holding

Funds holding: 9821,045 (+63)

0.46% less ownership

Funds ownership: 90.39%89.93% (-0.46%)

2% less funds holding in top 10

Funds holding in top 10: 5352 (-1)

28% less call options, than puts

Call options by funds: $808M | Put options by funds: $1.13B

35% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 438

Holders
1,045
Holders Change
+63
Holders Change %
+6.42%
% of All Funds
16.8%
Holding in Top 10
52
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.89%
% of All Funds
0.84%
New
133
Increased
286
Reduced
438
Closed
52
Calls
$808M
Puts
$1.13B
Net Calls
-$319M
Net Calls Change
+$94.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MIP
751
Marietta Investment Partners
Wisconsin
$372K +$365K +151 New
ST
752
Spinnaker Trust
Maine
$370K -$9.67K -4 -3%
SACTSONJ
753
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$370K
SIMG
754
Sonora Investment Management Group
Arizona
$367K +$7.25K +3 +2%
LCM
755
LCM Capital Management
Illinois
$360K -$7.25K -3 -2%
CAG
756
Csenge Advisory Group
Florida
$353K -$9.67K -4 -3%
MCM
757
Monument Capital Management
Virginia
$345K +$29K +12 +9%
FWM
758
Fairhaven Wealth Management
Illinois
$343K
WPC
759
Wedmont Private Capital
Pennsylvania
$338K +$45.9K +19 +16%
MSAM
760
Moloney Securities Asset Management
Missouri
$338K +$62.8K +26 +23%
IFG
761
Independent Financial Group
California
$335K +$96.7K +40 +42%
CCS
762
Concentric Capital Strategies
Connecticut
$335K +$329K +136 New
CT
763
Cambridge Trust
Massachusetts
$333K
EGM
764
Engineers Gate Manager
New York
$333K -$595K -246 -65%
G
765
GenTrust
Florida
$333K -$2.42K -1 -0.7%
FFN
766
Focus Financial Network
Minnesota
$333K +$50.8K +21 +18%
PTC
767
Private Trust Company
Ohio
$326K -$53.2K -22 -14%
FFM
768
Forum Financial Management
Illinois
$326K
PL
769
Plancorp LLC
Missouri
$323K
IWC
770
Integrated Wealth Concepts
Massachusetts
$321K +$36.3K +15 +13%
IAN
771
Integrated Advisors Network
Texas
$321K -$1.21M -500 -79%
LNB
772
Ledyard National Bank
$321K
TWM
773
TriaGen Wealth Management
California
$318K
JF
774
Jump Financial
Illinois
$318K +$312K +129 New
PCH
775
PGIM Custom Harvest
New Jersey
$313K +$307K +127 New

AZO Hedge Fund Activity: Q4 2022 in Review

1,045 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q4 2022, worth a combined $41.9B — up 12% from $37.3B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new AZO positions and 52 closed out — a net gain of 81 holders — while 286 added to existing stakes and 438 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $116M. The largest seller was Boston Partners, cutting an estimated $237M.

  • 1,045 institutional investors held AutoZone (AZO) as of Q4 2022, up from 982 in Q3 2022.
  • Funds reported $41.9B of AutoZone stock for Q4 2022, up 12% quarter-over-quarter.
  • 133 funds opened new AutoZone positions in Q4 2022 and 52 closed out, a net change of +81 holders.
  • The largest AutoZone buyer in Q4 2022 was JP Morgan Chase, an estimated $116M added.
  • The largest AutoZone seller in Q4 2022 was Boston Partners, an estimated $237M sold.

Based on aggregated 13F filings for Q4 2022.