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AutoZone

536 hedge funds and large institutions have $16.3B invested in AutoZone in 2017 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 187 increasing their positions, 186 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $1.06B | Put options by funds: $672M

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

1.37% more ownership

Funds ownership: 97.75%99.11% (+1.4%)

7% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 68

4% more capital invested

Capital invested by funds: $15.6B → $16.3B (+$676M)

1% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 186

0% less funds holding

Funds holding: 538536 (-2)

Holders
536
Holders Change
-2
Holders Change %
-0.37%
% of All Funds
13.36%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.32%
New
73
Increased
187
Reduced
186
Closed
68
Calls
$1.06B
Puts
$672M
Net Calls
+$387M
Net Calls Change
+$7.16M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
101
Petrus Trust Company
Texas
$18M -$2.48M -4,650 -13%
IP
102
Interval Partners
New York
$17.9M +$16M +30,016 New
National Pension Service
103
National Pension Service
South Korea
$17.7M +$634K +1,191 +4%
LSV Asset Management
104
LSV Asset Management
Illinois
$17.5M -$16K -30 -0.1%
Canada Life
105
Canada Life
Manitoba, Canada
$16.5M +$107K +200 +0.7%
T
106
TOBAM
France
$16.4M +$11M +20,667 +301%
MAMU
107
Marathon Asset Management (UK)
United Kingdom
$16.4M -$279K -524 -2%
Chevy Chase Trust
108
Chevy Chase Trust
Maryland
$15.6M +$103K +193 +0.7%
Envestnet Asset Management
109
Envestnet Asset Management
Illinois
$15.5M +$4.59M +8,613 +50%
TCM
110
TD Capital Management
Tennessee
$15.3M
Stifel Financial
111
Stifel Financial
Missouri
$15M +$6.39M +11,996 +91%
AG
112
Aperio Group
California
$14.9M +$1.86M +3,484 +16%
FDCDDQ
113
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.7M +$2.51M +4,711 +24%
Canada Pension Plan Investment Board
114
Canada Pension Plan Investment Board
Ontario, Canada
$14.4M +$2.35M +4,410 +22%
EAM
115
EULAV Asset Management
Florida
$13.6M
IECM
116
Intrinsic Edge Capital Management
Illinois
$12.9M +$11.6M +21,747 New
BA
117
Bridgewater Associates
Connecticut
$12.8M +$5.19M +9,742 +83%
Primecap Management
118
Primecap Management
California
$12.7M -$1.21M -2,275 -10%
Two Sigma Advisers
119
Two Sigma Advisers
New York
$12.5M +$11.2M +21,057 New
BC
120
Burney Company
Virginia
$12.5M -$1.52M -2,846 -12%
AAF
121
Andra AP-fonden
Sweden
$12.4M +$166K +311 +2%
USAA
122
United Services Automobile Association
Texas
$12.3M -$52.2K -98 -0.5%
IIM
123
Ivory Investment Management
New York
$12.2M -$6.32M -11,866 -37%
BTW
124
Boston Trust Walden
Massachusetts
$11.9M +$2.4M +4,513 +29%
Jane Street
125
Jane Street
New York
$11.2M +$7.14M +13,408 +250%

AZO Hedge Fund Activity: Q3 2017 in Review

536 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q3 2017, worth a combined $16.3B — up 4.3% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new AZO positions and 68 closed out — a net gain of 5 holders — while 187 added to existing stakes and 186 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $277M. The largest seller was T. Rowe Price Associates, cutting an estimated $937M.

  • 536 institutional investors held AutoZone (AZO) as of Q3 2017, down from 538 in Q2 2017.
  • Funds reported $16.3B of AutoZone stock for Q3 2017, up 4.3% quarter-over-quarter.
  • 73 funds opened new AutoZone positions in Q3 2017 and 68 closed out, a net change of +5 holders.
  • The largest AutoZone buyer in Q3 2017 was Lazard Asset Management, an estimated $277M added.
  • The largest AutoZone seller in Q3 2017 was T. Rowe Price Associates, an estimated $937M sold.

Based on aggregated 13F filings for Q3 2017.