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AutoZone

594 hedge funds and large institutions have $16.4B invested in AutoZone in 2018 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 192 increasing their positions, 218 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 52

19% more call options, than puts

Call options by funds: $698M | Put options by funds: $588M

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

2% more funds holding

Funds holding: 580594 (+14)

1.34% more ownership

Funds ownership: 91.66%93.01% (+1.3%)

3% more capital invested

Capital invested by funds: $15.9B → $16.4B (+$412M)

12% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 218

Holders
594
Holders Change
+14
Holders Change %
+2.41%
% of All Funds
13.6%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.37%
New
68
Increased
192
Reduced
218
Closed
52
Calls
$698M
Puts
$588M
Net Calls
+$110M
Net Calls Change
+$47.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$36.2M -$1.12M -1,734 -3%
TD Asset Management
77
TD Asset Management
Ontario, Canada
$33.3M -$23.3M -36,143 -42%
SC
78
Shellback Capital
Massachusetts
$31.1M +$839K +1,301 +3%
GAM
79
Gotham Asset Management
New York
$30.8M +$3.03M +4,702 +11%
Schroder Investment Management Group
80
Schroder Investment Management Group
United Kingdom
$30.6M -$10.1M -15,586 -26%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$29.3M -$514K -796 -2%
Asset Management One
82
Asset Management One
Japan
$29.2M -$1.28M -1,986 -4%
LSV Asset Management
83
LSV Asset Management
Illinois
$27.9M +$6.71M +10,400 +33%
Principal Financial Group
84
Principal Financial Group
Iowa
$27.7M -$206K -319 -0.8%
New York State Teachers Retirement System (NYSTRS)
85
New York State Teachers Retirement System (NYSTRS)
New York
$27.5M -$1.76M -2,728 -6%
BCPEM
86
Bain Capital Public Equity Management
Massachusetts
$27.1M +$7.01M +10,858 +37%
CIBC Private Wealth Group
87
CIBC Private Wealth Group
Georgia
$27M +$545K +845 +2%
TA
88
Teachers Advisors
New York
$26.3M -$1.7M -2,635 -6%
Ohio Public Employees Retirement System (OPERS)
89
Ohio Public Employees Retirement System (OPERS)
Ohio
$25.8M -$574K -890 -2%
HSBC Holdings
90
HSBC Holdings
United Kingdom
$25M -$7.29M -11,298 -23%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$24.4M -$450K -698 -2%
Adage Capital Partners
92
Adage Capital Partners
Massachusetts
$23.8M -$1.23M -1,900 -5%
Canada Life
93
Canada Life
Manitoba, Canada
$23.7M -$1.8M -2,792 -7%
Jacobs Levy Equity Management
94
Jacobs Levy Equity Management
New Jersey
$22.8M -$197K -306 -0.9%
SAM
95
Sawgrass Asset Management
Florida
$22M +$21.1M +32,761 New
UBS Group
96
UBS Group
Switzerland
$21.4M -$4.2M -6,504 -17%
Prudential Financial
97
Prudential Financial
New Jersey
$20.8M -$18.8M -29,062 -48%
National Pension Service
98
National Pension Service
South Korea
$20.4M -$55.5K -86 -0.3%
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$19.9M +$18.8M +29,137 +6,033%
Canada Pension Plan Investment Board
100
Canada Pension Plan Investment Board
Ontario, Canada
$19.7M -$60.5M -93,700 -76%

AZO Hedge Fund Activity: Q2 2018 in Review

594 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q2 2018, worth a combined $16.4B — up 2.6% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AZO positions and 52 closed out — a net gain of 16 holders — while 192 added to existing stakes and 218 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $155M. The largest seller was Vulcan Value Partners, cutting an estimated $241M.

  • 594 institutional investors held AutoZone (AZO) as of Q2 2018, up from 580 in Q1 2018.
  • Funds reported $16.4B of AutoZone stock for Q2 2018, up 2.6% quarter-over-quarter.
  • 68 funds opened new AutoZone positions in Q2 2018 and 52 closed out, a net change of +16 holders.
  • The largest AutoZone buyer in Q2 2018 was AllianceBernstein, an estimated $155M added.
  • The largest AutoZone seller in Q2 2018 was Vulcan Value Partners, an estimated $241M sold.

Based on aggregated 13F filings for Q2 2018.