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AutoZone
AZO

474 hedge funds and large institutions have $16.3B invested in AutoZone in 2014 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 144 increasing their positions, 188 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 29

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

7% more capital invested

Capital invested by funds: $15.1B → $16.3B (+$1.13B)

4% more funds holding

Funds holding: 455 → 474 (+19)

2.72% less ownership

Funds ownership: 94.35% → 91.63% (-2.7%)

23% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 188

35% less call options, than puts

Call options by funds: $235M | Put options by funds: $359M

Holders
474
Holders Change
+19
Holders Change %
+4.18%
% of All Funds
13.69%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
60
Increased
144
Reduced
188
Closed
29
Calls
$235M
Puts
$359M
Net Calls
-$124M
Net Calls Change
-$216M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$241M
2
American Century Companies
American Century Companies
Missouri
+$172M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$142M
4
SOMRS
State of Michigan Retirement System
Michigan
+$66.8M
5
TCIM
TIAA CREF Investment Management
New York
+$46.2M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$657M
2
CGI
CI Global Investments
California
-$116M
3
O
OppenheimerFunds
New York
-$110M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$78.5M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$68M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Private Wealth Group
101
CIBC Private Wealth Group
Georgia
$21.2M +$20.5M +39,593 New
Janus Henderson Group
102
Janus Henderson Group
United Kingdom
$21.1M +$7.42M +14,294 +57%
Korea Investment Corp
103
Korea Investment Corp
South Korea
$20.6M +$3.79M +7,300 +24%
CCMH
104
Cornerstone Capital Management Holdings
New York
$20.3M +$14.9M +28,676 +313%
Two Sigma Investments
105
Two Sigma Investments
New York
$20M +$11.1M +21,390 +135%
VRS
106
Virginia Retirement Systems
Virginia
$19.9M +$435K +839 +2%
GH
107
GAM Holding
Switzerland
$19.9M +$224K +431 +1%
MIHAS
108
Maj Invest Holding A/S
Denmark
$18.2M +$17.5M +33,820 New
PTC
109
Petrus Trust Company
Texas
$17.8M -$467K -900 -3%
Barclays
110
Barclays
United Kingdom
$17.5M -$19.8M -38,110 -54%
EAM
111
EULAV Asset Management
Florida
$16.6M – – –
QI
112
Qualcomm Inc
California
$16.2M – – –
BCMNY
113
Buckingham Capital Management (New York)
New York
$16.1M +$15.6M +30,000 New
CCM
114
Cadian Capital Management
New York
$15.5M +$15M +28,900 New
Canada Life
115
Canada Life
Manitoba, Canada
$15.2M +$474K +914 +3%
HW
116
Hancock Whitney
Mississippi
$15M -$389K -749 -3%
OAM
117
Oxford Asset Management
United Kingdom
$14.8M +$12M +23,060 +503%
Chevy Chase Trust
118
Chevy Chase Trust
Maryland
$14.7M -$113K -218 -0.8%
EAM
119
Eagle Asset Management
Florida
$14.7M +$79.4K +153 +0.6%
VOYA Investment Management
120
VOYA Investment Management
Georgia
$14.6M -$513K -989 -3%
SI
121
Scout Investments
Missouri
$14.4M +$225K +434 +2%
ESCM
122
Echo Street Capital Management
New York
$14.4M -$4.68M -9,020 -25%
IIM
123
Ivory Investment Management
New York
$14M +$13.5M +26,010 New
Millennium Management
124
Millennium Management
New York
$13.8M +$12.4M +23,838 +1,324%
OWP
125
Obermeyer Wealth Partners
Colorado
$13.5M -$483K -931 -4%
3 4
5
6 7

AZO Hedge Fund Activity: Q1 2014 in Review

474 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q1 2014, worth a combined $16.3B — up 7.4% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new AZO positions and 29 closed out — a net gain of 31 holders — while 144 added to existing stakes and 188 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $241M. The largest seller was JP Morgan Chase, cutting an estimated $657M.

  • 474 institutional investors held AutoZone (AZO) as of Q1 2014, up from 455 in Q4 2013.
  • Funds reported $16.3B of AutoZone stock for Q1 2014, up 7.4% quarter-over-quarter.
  • 60 funds opened new AutoZone positions in Q1 2014 and 29 closed out, a net change of +31 holders.
  • The largest AutoZone buyer in Q1 2014 was Fidelity Investments, an estimated $241M added.
  • The largest AutoZone seller in Q1 2014 was JP Morgan Chase, an estimated $657M sold.

Based on aggregated 13F filings for Q1 2014.