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AutoZone

581 hedge funds and large institutions have $15.9B invested in AutoZone in 2018 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 200 increasing their positions, 202 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $609M | Put options by funds: $547M

1% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 202

6% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 78

2% less funds holding

Funds holding: 591581 (-10)

4.27% less ownership

Funds ownership: 95.93%91.66% (-4.3%)

14% less capital invested

Capital invested by funds: $18.6B → $15.9B (-$2.66B)

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

Holders
581
Holders Change
-10
Holders Change %
-1.69%
% of All Funds
13.31%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.34%
New
73
Increased
200
Reduced
202
Closed
78
Calls
$609M
Puts
$547M
Net Calls
+$62.1M
Net Calls Change
-$377M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
76
Evercore Wealth Management
New York
$35.8M -$2.12M -2,964 -5%
PMG
77
Private Management Group
California
$34.6M -$1.41M -1,969 -4%
OAC
78
OMERS Administration Corp
Ontario, Canada
$33.1M -$15.4M -21,448 -30%
GC
79
Guggenheim Capital
Illinois
$32.9M +$3.5M +4,890 +11%
HSBC Holdings
80
HSBC Holdings
United Kingdom
$31.5M +$7.3M +10,205 +27%
QIM
81
Quantitative Investment Management
Virginia
$30.3M +$33.4M +46,700 New
SC
82
Samlyn Capital
New York
$30.3M +$7.06M +9,861 +27%
Asset Management One
83
Asset Management One
Japan
$29.5M -$60.8K -85 -0.2%
SC
84
Shellback Capital
Massachusetts
$29.2M +$17.9M +25,000 +125%
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$28.8M -$1.03M -1,438 -3%
New York State Teachers Retirement System (NYSTRS)
86
New York State Teachers Retirement System (NYSTRS)
New York
$28.4M -$1.37M -1,915 -4%
State of Wisconsin Investment Board
87
State of Wisconsin Investment Board
Wisconsin
$27.3M +$5.99M +8,370 +25%
TA
88
Teachers Advisors
New York
$27.2M +$1.79M +2,504 +6%
Principal Financial Group
89
Principal Financial Group
Iowa
$27M -$349K -487 -1%
GAM
90
Gotham Asset Management
New York
$26.7M +$1.39M +1,935 +5%
CIBC Private Wealth Group
91
CIBC Private Wealth Group
Georgia
$25.5M +$979K +1,367 +4%
Ohio Public Employees Retirement System (OPERS)
92
Ohio Public Employees Retirement System (OPERS)
Ohio
$25.5M -$4.52M -6,316 -14%
UBS Group
93
UBS Group
Switzerland
$24.9M +$2.82M +3,937 +11%
Canada Life
94
Canada Life
Manitoba, Canada
$24.7M +$7.1M +9,921 +35%
Federated Hermes
95
Federated Hermes
Pennsylvania
$24.5M +$3.25M +4,541 +14%
Adage Capital Partners
96
Adage Capital Partners
Massachusetts
$24.2M -$1.72M -2,400 -6%
State Board of Administration of Florida Retirement System
97
State Board of Administration of Florida Retirement System
Florida
$24M -$1.21M -1,688 -4%
TC
98
Tyvor Capital
Illinois
$22.9M +$10.8M +15,067 +75%
Jacobs Levy Equity Management
99
Jacobs Levy Equity Management
New Jersey
$22.3M +$24.3M +33,993 +10,826%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$22.2M -$851K -1,189 -3%

AZO Hedge Fund Activity: Q1 2018 in Review

581 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q1 2018, worth a combined $15.9B — down 14% from $18.6B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of AZO and 73 opened new positions — a net loss of 5 holders — while 202 trimmed existing stakes and 200 added.

The largest buyer was VOYA Investment Management, adding an estimated $317M. The largest seller was Citadel Advisors, cutting an estimated $261M.

  • 581 institutional investors held AutoZone (AZO) as of Q1 2018, down from 591 in Q4 2017.
  • Funds reported $15.9B of AutoZone stock for Q1 2018, down 14% quarter-over-quarter.
  • 73 funds opened new AutoZone positions in Q1 2018 and 78 closed out, a net change of -5 holders.
  • The largest AutoZone buyer in Q1 2018 was VOYA Investment Management, an estimated $317M added.
  • The largest AutoZone seller in Q1 2018 was Citadel Advisors, an estimated $261M sold.

Based on aggregated 13F filings for Q1 2018.