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AutoZone

1,159 hedge funds and large institutions have $50.2B invested in AutoZone in 2024 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 362 increasing their positions, 413 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 81

23% more funds holding in top 10

Funds holding in top 10: 3543 (+8)

19% more capital invested

Capital invested by funds: $42.3B → $50.2B (+$7.94B)

5% more funds holding

Funds holding: 1,1071,159 (+52)

1.68% less ownership

Funds ownership: 94.62%92.95% (-1.7%)

12% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 413

21% less call options, than puts

Call options by funds: $989M | Put options by funds: $1.25B

Holders
1,159
Holders Change
+52
Holders Change %
+4.7%
% of All Funds
16.7%
Holding in Top 10
43
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+22.86%
% of All Funds
0.62%
New
147
Increased
362
Reduced
413
Closed
81
Calls
$989M
Puts
$1.25B
Net Calls
-$259M
Net Calls Change
+$97.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
976
Wellspring Financial Advisors
Ohio
$224K +$203K +71 New
ERIM
977
Eagle Ridge Investment Management
Connecticut
$221K +$200K +70 New
FP
978
Factorial Partners
New York
$221K +$200K +70 New
FCG
979
Fielder Capital Group
Tennessee
$221K +$200K +70 New
GM
980
GeoWealth Management
Illinois
$221K +$200K +70 New
LRPA
981
L. Roy Papp & Associates
Arizona
$221K +$200K +70 New
NQWM
982
Northwest Quadrant Wealth Management
Oregon
$221K +$200K +70 New
DOA
983
D'Orazio & Associates
Virginia
$217K +$197K +69 New
Group One Trading
984
Group One Trading
Illinois
$217K +$197K +69 New
RWA
985
Rooted Wealth Advisors
Illinois
$216K +$194K +68 New
CT
986
Cambridge Trust
Massachusetts
$214K -$71.5K -25 -27%
9WM
987
9258 Wealth Management
Ohio
$214K +$194K +68 New
XF
988
XML Financial
Maryland
$214K +$194K +68 New
HBW
989
Hazlett, Burt & Watson
West Virginia
$214K +$8.57K +3 +5%
WA
990
Wambolt & Associates
Colorado
$212K +$192K +67 New
EMFAT
991
Emerald Mutual Fund Advisers Trust
Pennsylvania
$211K -$2.86K -1 -1%
MGAM
992
McGowan Group Asset Management
Texas
$211K +$192K +67 New
CIP
993
Convergence Investment Partners
Florida
$205K +$186K +65 New
CCM
994
Carderock Capital Management
Maryland
$205K +$186K +65 New
RMDI
995
R.M. Davis Inc
Maine
$205K +$186K +65 New
QT
996
Quantbot Technologies
New York
$202K -$2.02M -708 -92%
HH
997
Hilltop Holdings
Texas
$202K +$183K +64 New
IWM
998
IHT Wealth Management
Illinois
$202K +$183K +64 New
KLI
999
Kelman-Lazarov Inc
Tennessee
$202K +$183K +64 New
MLA
1000
My Legacy Advisors
Oregon
$202K +$183K +64 New

AZO Hedge Fund Activity: Q1 2024 in Review

1,159 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q1 2024, worth a combined $50.2B — up 19% from $42.3B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new AZO positions and 81 closed out — a net gain of 66 holders — while 362 added to existing stakes and 413 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.18B. The largest seller was Morgan Stanley, cutting an estimated $816M.

  • 1,159 institutional investors held AutoZone (AZO) as of Q1 2024, up from 1,107 in Q4 2023.
  • Funds reported $50.2B of AutoZone stock for Q1 2024, up 19% quarter-over-quarter.
  • 147 funds opened new AutoZone positions in Q1 2024 and 81 closed out, a net change of +66 holders.
  • The largest AutoZone buyer in Q1 2024 was JP Morgan Chase, an estimated $1.18B added.
  • The largest AutoZone seller in Q1 2024 was Morgan Stanley, an estimated $816M sold.

Based on aggregated 13F filings for Q1 2024.