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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
PCP
776
Proficio Capital Partners
Massachusetts
$311K -$4.83K -2 -2%
HTHT
777
Hemenway Trust Hemenway Trust
New Hampshire
$311K +$2.42K +1 +0.8%
IP
778
Ignite Planners
California
$308K
MUMSS
779
Mitsubishi UFJ Morgan Stanley Securities
Japan
$308K -$106K -44 -26%
SMA
780
Sage Mountain Advisors
Georgia
$306K +$31.4K +13 +12%
CIP
781
Convergence Investment Partners
Florida
$306K +$300K +124 New
EAM
782
Empirical Asset Management
Massachusetts
$303K -$218K -90 -42%
BFG
783
Berger Financial Group
Minnesota
$303K -$2.42K -1 -0.8%
BPWM
784
Badgley Phelps Wealth Managers
Washington
$301K
MC
785
Machina Capital
France
$301K +$50.8K +21 +21%
AIA
786
Angeles Investment Advisors
California
$301K +$295K +122 New
RAM
787
Riggs Asset Management
Pennsylvania
$296K
PWM
788
Perigon Wealth Management
California
$291K +$285K +118 New
VWM
789
Venturi Wealth Management
Texas
$291K +$285K +118 New
BWP
790
BSW Wealth Partners
Colorado
$289K +$4.83K +2 +2%
SP
791
Successful Portfolios
Florida
$287K -$2.42K -1 -0.9%
TPWA
792
TRUE Private Wealth Advisors
Oregon
$286K -$74.9K -31 -21%
PCOC
793
Power Corp of Canada
Canada
$286K
PTC
794
Philadelphia Trust Company
Pennsylvania
$284K
JF
795
JSF Financial
California
$284K +$33.8K +14 +14%
GC
796
Grimes & Company
Massachusetts
$281K
T
797
TOBAM
France
$281K +$36.3K +15 +15%
FOFP
798
Fee-Only Financial Planning
South Carolina
$279K +$273K +113 New
FWTB
799
First Western Trust Bank
Colorado
$276K +$19.3K +8 +8%
CI
800
Conning Inc
Connecticut
$274K -$2.42K -1 -0.9%

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.