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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
WI
126
Wafra Inc
New York
$13.4M +$13M +25,000 New
State of Tennessee, Department of Treasury
127
State of Tennessee, Department of Treasury
Tennessee
$13.2M +$1.82M +3,500 +17%
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$13M +$747K +1,439 +6%
Lord, Abbett & Co
129
Lord, Abbett & Co
New Jersey
$13M +$8.13M +15,675 +185%
KMC
130
Kirr Marbach & Co
Indiana
$12.7M -$209K -402 -2%
TEC
131
Tiger Eye Capital
Tennessee
$12.7M +$4.71M +9,072 +62%
RCM
132
Riverhead Capital Management
Delaware
$12.6M +$1.12M +2,151 +10%
Schroder Investment Management Group
133
Schroder Investment Management Group
United Kingdom
$12.3M +$2.28M +4,400 +24%
ASRS
134
Arizona State Retirement System
Arizona
$11.9M -$311K -600 -3%
BCIM
135
British Columbia Investment Management
British Columbia, Canada
$11.8M -$191K -369 -2%
MLICM
136
Metropolitan Life Insurance Company (MetLife)
New York
$11.5M -$344K -663 -3%
AIMCA
137
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$11.4M +$2.75M +5,300 +33%
SONJCPFA
138
State of New Jersey Common Pension Fund A
New Jersey
$11.3M – – –
BC
139
Burney Company
Virginia
$11.3M +$273K +526 +3%
ACI
140
AMP Capital Investors
Australia
$11M -$2.58M -4,979 -19%
Retirement Systems of Alabama
141
Retirement Systems of Alabama
Alabama
$10.9M -$478K -922 -4%
Federated Hermes
142
Federated Hermes
Pennsylvania
$10.7M -$698K -1,346 -6%
PAMU
143
Pictet Asset Management (UK)
United Kingdom
$10.5M -$415K -800 -4%
MAM
144
Martingale Asset Management
Massachusetts
$10.2M -$51.9K -100 -0.5%
AG
145
Aperio Group
California
$9.82M +$9.48M +18,279 New
KBC Group
146
KBC Group
Belgium
$9.52M -$450K -867 -5%
QBFM
147
QS Batterymarch Financial Management
New York
$9.49M +$2.11M +4,061 +30%
AL
148
AJO LP
Pennsylvania
$9.18M +$8.87M +17,100 New
TG
149
TCW Group
California
$8.97M -$51.9K -100 -0.6%
BGIM
150
Brandywine Global Investment Management
Pennsylvania
$8.84M +$36.3K +70 +0.4%
4 5
6
7 8

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.