AutoZone
433 hedge funds and large institutions have $14B invested in AutoZone in 2013 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 174 increasing their positions, 133 reducing their positions, and 33 closing their positions.
76% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 33
31% more repeat investments, than reductions
Existing positions increased: 174 | Existing positions reduced: 133
4% more funds holding
Funds holding: 416 → 433 (+17)
3.95% more ownership
Funds ownership: 92.39% → 96.34% (+3.9%)
2% more call options, than puts
Call options by funds: $342M | Put options by funds: $336M
0% more capital invested
Capital invested by funds: $13.9B → $14B (+$59.6M)
58% less funds holding in top 10
Funds holding in top 10: 12 → 5 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
+$489M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$176M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$139M |
| 4 |
TCM
Tiger Consumer Management
New York
|
+$111M |
| 5 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$60.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Marsico Capital Management
Denver,
Colorado
|
-$342M |
| 2 |
FCM
Farallon Capital Management
San Francisco,
California
|
-$144M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$131M |
| 4 |
JP Morgan Chase
New York
|
-$126M |
| 5 |
HCM
Hoplite Capital Management
New York
|
-$115M |
AZO Hedge Fund Activity: Q3 2013 in Review
433 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q3 2013, worth a combined $14B — up 0.43% from $13.9B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new AZO positions and 33 closed out — a net gain of 25 holders — while 174 added to existing stakes and 133 trimmed.
The largest buyer was OppenheimerFunds, adding an estimated $489M. The largest seller was Marsico Capital Management, cutting an estimated $342M.
- 433 institutional investors held AutoZone (AZO) as of Q3 2013, up from 416 in Q2 2013.
- Funds reported $14B of AutoZone stock for Q3 2013, up 0.43% quarter-over-quarter.
- 58 funds opened new AutoZone positions in Q3 2013 and 33 closed out, a net change of +25 holders.
- The largest AutoZone buyer in Q3 2013 was OppenheimerFunds, an estimated $489M added.
- The largest AutoZone seller in Q3 2013 was Marsico Capital Management, an estimated $342M sold.
Based on aggregated 13F filings for Q3 2013.