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AutoZone

489 hedge funds and large institutions have $20.3B invested in AutoZone in 2015 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 172 increasing their positions, 198 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

10% more capital invested

Capital invested by funds: $18.5B → $20.3B (+$1.81B)

0.21% more ownership

Funds ownership: 93.62%93.82% (+0.21%)

4% less call options, than puts

Call options by funds: $371M | Put options by funds: $386M

4% less funds holding

Funds holding: 507489 (-18)

13% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 198

22% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 54

Holders
489
Holders Change
-18
Holders Change %
-3.55%
% of All Funds
13.03%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
42
Increased
172
Reduced
198
Closed
54
Calls
$371M
Puts
$386M
Net Calls
-$15.2M
Net Calls Change
+$94.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
126
Burney Company
Virginia
$17.5M +$1.41M +2,246 +10%
Ameriprise
127
Ameriprise
Minnesota
$17.5M +$558K +888 +4%
1832 Asset Management
128
1832 Asset Management
Ontario, Canada
$17.5M +$8.46M +13,463 +111%
BGIM
129
Brandywine Global Investment Management
Pennsylvania
$17.3M +$289K +460 +2%
HW
130
Hancock Whitney
Mississippi
$17.3M -$226K -360 -1%
MAA
131
Managed Account Advisors
New Jersey
$16.9M -$524K -834 -3%
MIHAS
132
Maj Invest Holding A/S
Denmark
$16.8M +$2.7M +4,303 +21%
VOYA Investment Management
133
VOYA Investment Management
Georgia
$16.4M -$70.3K -112 -0.5%
KMC
134
Kirr Marbach & Co
Indiana
$16.1M -$72.2K -115 -0.5%
State of Wisconsin Investment Board
135
State of Wisconsin Investment Board
Wisconsin
$15.5M -$446K -710 -3%
DCM
136
Decatur Capital Management
Georgia
$15.2M +$5.86M +9,325 +72%
OSAM
137
O'Shaughnessy Asset Management
Connecticut
$14.1M -$7.96M -12,678 -38%
EAM
138
EULAV Asset Management
Florida
$13.9M
AG
139
Aperio Group
California
$13.7M +$597K +950 +5%
Axa
140
Axa
France
$13.5M +$251K +400 +2%
OAC
141
OMERS Administration Corp
Ontario, Canada
$13.4M +$1.95M +3,100 +19%
PAMU
142
Pictet Asset Management (UK)
United Kingdom
$13.2M -$50.3K -80 -0.4%
WBC
143
Westpac Banking Corp
Australia
$13.1M +$59.7K +95 +0.5%
MLICM
144
Metropolitan Life Insurance Company (MetLife)
New York
$12.8M -$193K -308 -2%
Retirement Systems of Alabama
145
Retirement Systems of Alabama
Alabama
$12.6M -$791K -1,259 -6%
BIM
146
BRC Investment Management
Colorado
$12.6M +$11.6M +18,485 New
WG
147
Winton Group
United Kingdom
$12M -$25.7M -40,903 -70%
EA
148
Euclid Advisors
Connecticut
$12M -$1.98M -3,160 -15%
PI
149
Putnam Investments
Massachusetts
$11.8M +$152K +242 +1%
CCM
150
Cadian Capital Management
New York
$11.8M +$10.8M +17,225 New

AZO Hedge Fund Activity: Q1 2015 in Review

489 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q1 2015, worth a combined $20.3B — up 9.8% from $18.5B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of AZO and 42 opened new positions — a net loss of 12 holders — while 198 trimmed existing stakes and 172 added.

The largest buyer was JP Morgan Chase, adding an estimated $305M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $224M.

  • 489 institutional investors held AutoZone (AZO) as of Q1 2015, down from 507 in Q4 2014.
  • Funds reported $20.3B of AutoZone stock for Q1 2015, up 9.8% quarter-over-quarter.
  • 42 funds opened new AutoZone positions in Q1 2015 and 54 closed out, a net change of -12 holders.
  • The largest AutoZone buyer in Q1 2015 was JP Morgan Chase, an estimated $305M added.
  • The largest AutoZone seller in Q1 2015 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $224M sold.

Based on aggregated 13F filings for Q1 2015.