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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
M
776
MOTCO
Texas
$10K
NC
777
NewSquare Capital
Pennsylvania
$10K
SSB
778
Sandy Spring Bank
Maryland
$10K
AssetMark Inc
779
AssetMark Inc
California
$10K +$6.42K +4 +200%
BIA
780
Bell Investment Advisors
California
$10K +$9.62K +6 New
IF
781
Ironwood Financial
Arizona
$8K
JCM
782
Jacobi Capital Management
Pennsylvania
$8K
MPWT
783
MassMutual Private Wealth & Trust
Connecticut
$8K
IWA
784
IBEX Wealth Advisors
New Jersey
$8K +$8.02K +5 New
MHR
785
Matthew Hamilton Rosenberg
$8K +$8.02K +5 New
NL
786
NVWM LLC
Pennsylvania
$8K +$8.02K +5 New
HR
787
Howe & Rusling
New York
$7K -$11.2K -7 -64%
CCA
788
Column Capital Advisors
Indiana
$7K -$1.6K -1 -20%
BWM
789
Baystate Wealth Management
Massachusetts
$7K
BFC
790
Bedel Financial Consulting
Indiana
$7K
EWA
791
Evolution Wealth Advisors
Florida
$7K
SFA
792
Semmax Financial Advisors
North Carolina
$7K
TAIM
793
TD Ameritrade Investment Management
Nebraska
$6K -$80.2K -50 -91%
AWA
794
Arkadios Wealth Advisors
Georgia
$6K
RTL
795
Red Tortoise LLC
Georgia
$6K +$4.81K +3 New
WT
796
Washington Trust
Rhode Island
$5K -$3.21K -2 -40%
AF
797
Advisornet Financial
Minnesota
$5K
BA
798
Bellwether Advisors
Nebraska
$5K
CHA
799
Carmichael Hill & Associates
Maryland
$5K
CWA
800
Clearview Wealth Advisors
Oregon
$5K

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.