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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
CIA
851
Capital Investment Advisors
Georgia
$227K +$222K +92 New
AWM
852
Aprio Wealth Management
Georgia
$224K +$220K +91 New
LPAM
853
Lodestar Private Asset Management
California
$222K +$218K +90 New
RCAG
854
Rehmann Capital Advisory Group
Michigan
$222K +$218K +90 New
SAM
855
Sompo Asset Management
Japan
$222K +$218K +90 New
PWMG
856
Prestige Wealth Management Group
New Jersey
$219K +$179K +74 +493%
GA
857
Geller Advisors
New York
$219K +$215K +89 New
WPP
858
Whalerock Point Partners
Rhode Island
$219K +$215K +89 New
JEST
859
JTC Employer Solutions Trustee
Jersey
$219K
DCM
860
Donaldson Capital Management
Indiana
$217K +$213K +88 New
MYLI
861
Meiji Yasuda Life Insurance
Japan
$217K +$213K +88 New
GI
862
Gradient Investments
Minnesota
$215K -$2.42K -1 -1%
IWA
863
IVC Wealth Advisors
Pennsylvania
$215K +$210K +87 New
WJWM
864
Williams Jones Wealth Management
New York
$215K +$210K +87 New
LWM
865
Laidlaw Wealth Management
New York
$212K +$208K +86 New
RMDI
866
R.M. Davis Inc
Maine
$212K +$208K +86 New
FCP
867
Fidelis Capital Partners
Florida
$210K +$208K +86 New
CPC
868
Consolidated Planning Corp
Georgia
$210K -$205K -85 -50%
PWPS
869
Pinnacle Wealth Planning Services
Ohio
$210K +$205K +85 New
SSWM
870
Smith Salley Wealth Management
North Carolina
$210K +$205K +85 New
EWM
871
Endurance Wealth Management
Rhode Island
$209K
I2I
872
Insight 2811 Inc
Illinois
$207K +$203K +84 New
QC
873
Quent Capital
New York
$202K -$4.83K -2 -2%
CC
874
Copperleaf Capital
North Carolina
$202K +$198K +82 New
CAM
875
Cypress Asset Management
Texas
$202K +$198K +82 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.