We are live on ! Find out more
AZO icon

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
GIA
876
Gateway Investment Advisers
Ohio
$202K +$198K +82 New
PIA
877
Perennial Investment Advisors
California
$202K +$198K +82 New
OWA
878
One Wealth Advisors
California
$197K -$561K -232 -74%
Loomis, Sayles & Company
879
Loomis, Sayles & Company
Massachusetts
$190K +$12.1K +5 +7%
VIA
880
Virtus Investment Advisers
Connecticut
$187K
HBW
881
Hazlett, Burt & Watson
West Virginia
$177K
PVH
882
Psagot Value Holdings
Israel
$173K
LC
883
Lindbrook Capital
California
$168K
TWA
884
Tandem Wealth Advisors
Arizona
$168K +$164K +68 New
APP
885
Alpha Paradigm Partners
Illinois
$160K
GWS
886
Glassman Wealth Services
Virginia
$158K -$2.42K -1 -2%
HIA
887
Harbor Investment Advisory
Maryland
$146K -$118K -49 -45%
AWM
888
Avondale Wealth Management
Texas
$146K
CA
889
Centerpoint Advisors
Massachusetts
$141K +$138K +57 New
MHR
890
Matthew Hamilton Rosenberg
$138K
CAL
891
Capital Analysts LLC
Pennsylvania
$138K -$19.3K -8 -13%
IA
892
IFP Advisors
Florida
$136K -$885K -366 -64%
BAM
893
Byrne Asset Management
New Jersey
$136K
Dimensional Fund Advisors
894
Dimensional Fund Advisors
Texas
$135K -$9.82M -4,065 -7%
CFGS
895
Concourse Financial Group Securities
Alabama
$134K -$128K -53 -10%
ETC
896
Exchange Traded Concepts
Oklahoma
$133K -$239K -99 -65%
EI
897
Ellevest Inc
New York
$133K +$14.5K +6 +13%
VCM
898
Versant Capital Management
Arizona
$131K
VNA
899
Valley National Advisers
Pennsylvania
$128K -$7.25K -3 -5%
ICM
900
Islay Capital Management
Texas
$123K

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.