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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
GKWIM
801
Gerber Kawasaki Wealth & Investment Management
California
$5K +$4.81K +3 New
KIG
802
Kowal Investment Group
Wisconsin
$5K +$4.81K +3 New
MA
803
MCF Advisors
Kentucky
$5K +$4.81K +3 New
MCM
804
MV Capital Management
Maryland
$5K +$4.81K +3 New
ODG
805
O'Dell Group
Ohio
$5K +$4.81K +3 New
WWM
806
Wolff Wiese Magana
California
$5K +$4.81K +3 New
EBA
807
Eagle Bay Advisors
New York
$4K -$1.6K -1 -33%
GFPC
808
Global Financial Private Client
Florida
$3.35K
Walleye Capital
809
Walleye Capital
New York
$3.24K +$3.06M +1,908 New
RFA
810
Reilly Financial Advisors
California
$3K -$1.6K -1 -33%
BWA
811
BDO Wealth Advisors
Florida
$3K
CA
812
Clearstead Advisors
Ohio
$3K
EI
813
Ellevest Inc
New York
$3K
NSIM
814
North Star Investment Management
Illinois
$3K
NSB
815
Norway Savings Bank
Maine
$3K
SNT
816
Security National Trust
West Virginia
$3K
SWA
817
SOA Wealth Advisors
New York
$3K
SFP
818
Sterling Financial Planning
New Jersey
$3K
CA
819
Crewe Advisors
Utah
$2K
GTAM
820
Global Trust Asset Management
Florida
$2K
LIM
821
Longfellow Investment Management
Massachusetts
$2K
TFM
822
TFC Financial Management
Massachusetts
$2K
BC
823
Barnett & Company
Tennessee
$2K +$1.6K +1 New
EWM
824
Edge Wealth Management
New York
$2K +$1.6K +1 New
JWM
825
Janiczek Wealth Management
Colorado
$2K +$1.6K +1 New

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.