We are live on ! Find out more
AZO icon

AutoZone
AZO

1,139 hedge funds and large institutions have $46.6B invested in AutoZone in 2024 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 423 increasing their positions, 371 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 423 | Existing positions reduced: 371

0.08% less ownership

Funds ownership: 92.95% → 92.87% (-0.08%)

4% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 99

2% less funds holding

Funds holding: 1,159 → 1,139 (-20)

2% less funds holding in top 10

Funds holding in top 10: 43 → 42 (-1)

7% less capital invested

Capital invested by funds: $50.2B → $46.6B (-$3.66B)

36% less call options, than puts

Call options by funds: $680M | Put options by funds: $1.07B

Holders
1,139
Holders Change
-20
Holders Change %
-1.73%
% of All Funds
16.45%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.61%
New
95
Increased
423
Reduced
371
Closed
99
Calls
$680M
Puts
$1.07B
Net Calls
-$390M
Net Calls Change
-$130M

Top Buyers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
+$419M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$339M
3
JP Morgan Chase
JP Morgan Chase
New York
+$247M
4
Brown Advisory
Brown Advisory
Maryland
+$229M
5
PAM
PineStone Asset Management
Quebec, Canada
+$203M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$464M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$377M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$244M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$194M
5
Bessemer Group
Bessemer Group
New Jersey
-$139M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
851
Grimes & Company
Massachusetts
$316K +$2.93K +1 +0.9%
SS
852
Sunbelt Securities
Texas
$314K +$79K +27 +34%
IFU
853
iSAM Funds (UK)
United Kingdom
$314K +$310K +106 New
LNB
854
Ledyard National Bank
$311K – – –
MSFS
855
Main Street Financial Solutions
Pennsylvania
$311K – – –
SF
856
Summit Financial
New Jersey
$311K +$307K +105 New
EFS
857
Essex Financial Services
Connecticut
$309K +$5.86K +2 +2%
FTIS
858
First Trust Investment Solutions
Florida
$308K – – –
OWA
859
One Wealth Advisors
California
$303K +$8.78K +3 +3%
MWM
860
Mission Wealth Management
California
$303K +$299K +102 New
BPWM
861
Badgley Phelps Wealth Managers
Washington
$302K – – –
STA
862
Summit Trail Advisors
New York
$301K +$23.4K +8 +9%
BJL
863
Brighton Jones LLC
Washington
$299K +$11.7K +4 +4%
CA
864
Clearstead Advisors
Ohio
$299K +$138K +47 +87%
SPC
865
Spirepoint Private Client
Florida
$299K – – –
MCWA
866
Meadow Creek Wealth Advisors
Georgia
$299K +$17.6K +6 +6%
DWA
867
Douglass Winthrop Advisors
New York
$299K +$73.2K +25 +33%
FFN
868
Focus Financial Network
Minnesota
$298K – – –
VCM
869
Virtue Capital Management
Tennessee
$298K +$296K +101 New
PAM
870
Paradigm Asset Management
New York
$296K -$1.46M -500 -83%
AWM
871
Absher Wealth Management
North Carolina
$296K – – –
BAM
872
Belpointe Asset Management
Nevada
$296K – – –
BCM
873
Bridgeway Capital Management
Texas
$296K – – –
BMA
874
Brooks Moore & Associates
Tennessee
$296K – – –
FCA
875
Fortis Capital Advisors
Kansas
$296K – – –
33 34
35
36 37

AZO Hedge Fund Activity: Q2 2024 in Review

1,139 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q2 2024, worth a combined $46.6B — down 7.3% from $50.2B a quarter earlier.

Sellers outnumbered buyers: 99 funds closed out of AZO and 95 opened new positions — a net loss of 4 holders — while 371 trimmed existing stakes and 423 added.

The largest buyer was Strategic Financial Concepts, opening a new position worth an estimated $419M. The largest seller was Wellington Management Group, cutting an estimated $464M.

  • 1,139 institutional investors held AutoZone (AZO) as of Q2 2024, down from 1,159 in Q1 2024.
  • Funds reported $46.6B of AutoZone stock for Q2 2024, down 7.3% quarter-over-quarter.
  • 95 funds opened new AutoZone positions in Q2 2024 and 99 closed out, a net change of -4 holders.
  • The largest AutoZone buyer in Q2 2024 was Strategic Financial Concepts, an estimated $419M added.
  • The largest AutoZone seller in Q2 2024 was Wellington Management Group, an estimated $464M sold.

Based on aggregated 13F filings for Q2 2024.