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AutoZone
AZO

455 hedge funds and large institutions have $15.1B invested in AutoZone in 2013 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 147 increasing their positions, 170 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 40

24% more call options, than puts

Call options by funds: $479M | Put options by funds: $387M

12% more capital invested

Capital invested by funds: $13.5B → $15.1B (+$1.67B)

5% more funds holding

Funds holding: 433 → 455 (+22)

0.82% more ownership

Funds ownership: 93.54% → 94.35% (+0.82%)

14% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 170

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
455
Holders Change
+22
Holders Change %
+5.08%
% of All Funds
13.21%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
64
Increased
147
Reduced
170
Closed
40
Calls
$479M
Puts
$387M
Net Calls
+$91.7M
Net Calls Change
+$86.4M

Top Buyers

1
IAM
Iridian Asset Management
Connecticut
+$111M
2
JP Morgan Chase
JP Morgan Chase
New York
+$108M
3
SOMRS
State of Michigan Retirement System
Michigan
+$72.4M
4
First Eagle Investment Management
First Eagle Investment Management
New York
+$62M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$57.2M

Top Sellers

1
JHIU
Janus Henderson Investors US
Colorado
-$137M
2
SCP
Soroban Capital Partners
New York
-$110M
3
TCM
Tiger Consumer Management
New York
-$109M
4
Two Sigma Investments
Two Sigma Investments
New York
-$60.9M
5
BG
BlackRock Group
United Kingdom
-$57.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.65B +$57.2M +127,475 +4%
JP Morgan Chase
2
JP Morgan Chase
New York
$1.26B +$108M +239,935 +10%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$899M -$33.3M -74,287 -4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$789M -$3.8M -8,469 -0.5%
State Street
5
State Street
Massachusetts
$698M -$9.45M -21,069 -1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$629M +$18.9M +42,055 +3%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$595M -$35.1M -78,273 -6%
BIT
8
BlackRock Institutional Trust
California
$473M -$13.1M -29,113 -3%
O
9
OppenheimerFunds
New York
$455M -$5.14M -11,456 -1%
Caisse de Depot et Placement du Quebec (CDPQ)
10
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$373M +$10.5M +23,500 +3%
IAM
11
Iridian Asset Management
Connecticut
$272M +$111M +246,246 +76%
BG
12
BlackRock Group
United Kingdom
$240M -$57.6M -128,252 -20%
BFA
13
BlackRock Fund Advisors
California
$234M +$7.79M +17,368 +4%
Northern Trust
14
Northern Trust
Illinois
$215M -$3.54M -7,897 -2%
JHIU
15
Janus Henderson Investors US
Colorado
$207M -$137M -305,496 -41%
Principal Financial Group
16
Principal Financial Group
Iowa
$189M +$6.52M +14,535 +4%
Renaissance Technologies
17
Renaissance Technologies
New York
$184M -$3.99M -8,900 -2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$168M -$13.9M -30,977 -8%
Lazard Asset Management
19
Lazard Asset Management
New York
$154M -$50.4M -112,223 -26%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$147M +$3.59M +7,994 +3%
GE
21
General Electric
Ohio
$136M -$1.55M -3,455 -1%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$132M +$11.7M +26,050 +10%
Fidelity International
23
Fidelity International
Bermuda
$127M +$44.6M +99,392 +60%
Deutsche Bank
24
Deutsche Bank
Germany
$125M +$4.41M +9,835 +4%
Nordea Investment Management
25
Nordea Investment Management
Sweden
$124M +$10.8M +24,118 +10%
1
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AZO Hedge Fund Activity: Q4 2013 in Review

455 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q4 2013, worth a combined $15.1B — up 12% from $13.5B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new AZO positions and 40 closed out — a net gain of 24 holders — while 147 added to existing stakes and 170 trimmed.

The largest buyer was Iridian Asset Management, adding an estimated $111M. The largest seller was Janus Henderson Investors US, cutting an estimated $137M.

  • 455 institutional investors held AutoZone (AZO) as of Q4 2013, up from 433 in Q3 2013.
  • Funds reported $15.1B of AutoZone stock for Q4 2013, up 12% quarter-over-quarter.
  • 64 funds opened new AutoZone positions in Q4 2013 and 40 closed out, a net change of +24 holders.
  • The largest AutoZone buyer in Q4 2013 was Iridian Asset Management, an estimated $111M added.
  • The largest AutoZone seller in Q4 2013 was Janus Henderson Investors US, an estimated $137M sold.

Based on aggregated 13F filings for Q4 2013.