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AutoZone
AZO

1,040 hedge funds and large institutions have $41.8B invested in AutoZone in 2023 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 329 increasing their positions, 403 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 86

0% more capital invested

Capital invested by funds: $41.7B → $41.8B (+$122M)

0% less funds holding

Funds holding: 1,045 → 1,040 (-5)

5% less call options, than puts

Call options by funds: $1.21B | Put options by funds: $1.27B

1.63% less ownership

Funds ownership: 92.16% → 90.53% (-1.6%)

4% less funds holding in top 10

Funds holding in top 10: 47 → 45 (-2)

18% less repeat investments, than reductions

Existing positions increased: 329 | Existing positions reduced: 403

Holders
1,040
Holders Change
-5
Holders Change %
-0.48%
% of All Funds
16.51%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
0.71%
New
92
Increased
329
Reduced
403
Closed
86
Calls
$1.21B
Puts
$1.27B
Net Calls
-$64.4M
Net Calls Change
+$52.7M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$443M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$309M
3
PAM
PineStone Asset Management
Quebec, Canada
+$300M
4
DZ Bank
DZ Bank
Germany
+$298M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$106M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$773M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$239M
3
Holocene Advisors
Holocene Advisors
New York
-$170M
4
CF
Canoe Financial
Alberta, Canada
-$132M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$111M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
876
Pinnacle Wealth Planning Services
Ohio
$216K – – –
VFA
877
Valeo Financial Advisors
Indiana
$216K +$213K +85 New
FLPIM
878
F.L. Putnam Investment Management
Massachusetts
$213K -$105K -42 -33%
WEG
879
World Equity Group
Illinois
$213K -$2.51K -1 -1%
TWA
880
Tandem Wealth Advisors
Arizona
$213K +$7.53K +3 +4%
SMG
881
Smart Money Group
Texas
$213K +$211K +84 New
PIA
882
Perennial Investment Advisors
California
$208K – – –
CCWM
883
Cassaday & Co Wealth Management
Virginia
$208K +$206K +82 New
CC
884
Copperleaf Capital
North Carolina
$208K – – –
CRC
885
Curi RMB Capital
Illinois
$208K – – –
QC
886
Quent Capital
New York
$208K – – –
IWA
887
IVC Wealth Advisors
Pennsylvania
$208K +$2.51K +1 +1%
IFU
888
iSAM Funds (UK)
United Kingdom
$208K +$206K +82 New
WC
889
Wexford Capital
Florida
$206K – – –
NRD
890
Nebula Research & Development
New York
$206K +$203K +81 New
Fisher Asset Management
891
Fisher Asset Management
Washington
$205K +$201K +80 New
MWA
892
Meridian Wealth Advisors
Texas
$203K +$201K +80 New
HCP
893
Holt Capital Partners
Texas
$203K +$201K +80 New
LPAM
894
Lodestar Private Asset Management
California
$203K +$201K +80 New
TAM
895
TCP Asset Management
Ohio
$203K +$201K +80 New
IG
896
ING Group
Netherlands
$201K -$12.1M -4,813 -98%
AWA
897
Aaron Wealth Advisors
Illinois
$201K +$198K +79 New
CIA
898
Choate Investment Advisors
Massachusetts
$201K +$198K +79 New
DWA
899
Douglass Winthrop Advisors
New York
$201K +$198K +79 New
SS
900
Sunbelt Securities
Texas
$183K – – –
34 35
36
37 38

AZO Hedge Fund Activity: Q3 2023 in Review

1,040 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q3 2023, worth a combined $41.8B — up 0.29% from $41.7B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new AZO positions and 86 closed out — a net gain of 6 holders — while 329 added to existing stakes and 403 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $443M. The largest seller was Fidelity Investments, cutting an estimated $773M.

  • 1,040 institutional investors held AutoZone (AZO) as of Q3 2023, down from 1,045 in Q2 2023.
  • Funds reported $41.8B of AutoZone stock for Q3 2023, up 0.29% quarter-over-quarter.
  • 92 funds opened new AutoZone positions in Q3 2023 and 86 closed out, a net change of +6 holders.
  • The largest AutoZone buyer in Q3 2023 was Wellington Management Group, an estimated $443M added.
  • The largest AutoZone seller in Q3 2023 was Fidelity Investments, an estimated $773M sold.

Based on aggregated 13F filings for Q3 2023.