AutoZone
541 hedge funds and large institutions have $22.8B invested in AutoZone in 2015 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 177 increasing their positions, 225 reducing their positions, and 36 closing their positions.
156% more funds holding in top 10
Funds holding in top 10: 9 → 23 (+14)
64% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 36
17% more capital invested
Capital invested by funds: $19.4B → $22.8B (+$3.39B)
4% more funds holding
Funds holding: 520 → 541 (+21)
0.75% less ownership
Funds ownership: 95.03% → 94.28% (-0.75%)
8% less call options, than puts
Call options by funds: $463M | Put options by funds: $502M
21% less repeat investments, than reductions
Existing positions increased: 177 | Existing positions reduced: 225
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$226M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$73.2M |
| 3 |
Blackstone Inc
New York
|
+$60.7M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$54.9M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$173M |
| 2 |
MG
Meritage Group
San Francisco,
California
|
-$146M |
| 3 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
-$135M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$93.4M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
-$76.2M |
AZO Hedge Fund Activity: Q3 2015 in Review
541 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q3 2015, worth a combined $22.8B — up 17% from $19.4B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new AZO positions and 36 closed out — a net gain of 23 holders — while 177 added to existing stakes and 225 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $226M. The largest seller was Massachusetts Financial Services, cutting an estimated $173M.
- 541 institutional investors held AutoZone (AZO) as of Q3 2015, up from 520 in Q2 2015.
- Funds reported $22.8B of AutoZone stock for Q3 2015, up 17% quarter-over-quarter.
- 59 funds opened new AutoZone positions in Q3 2015 and 36 closed out, a net change of +23 holders.
- The largest AutoZone buyer in Q3 2015 was Fidelity Investments, an estimated $226M added.
- The largest AutoZone seller in Q3 2015 was Massachusetts Financial Services, an estimated $173M sold.
Based on aggregated 13F filings for Q3 2015.