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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
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.01B +$142M +273,933 +8%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$957M +$241M +465,130 +35%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$929M -$78.5M -151,359 -8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$898M +$11.4M +21,906 +1%
JP Morgan Chase
5
JP Morgan Chase
New York
$734M -$657M -1,267,115 -48%
State Street
6
State Street
Massachusetts
$733M -$48.9M -94,188 -6%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$691M +$22M +42,412 +3%
BIT
8
BlackRock Institutional Trust
California
$516M -$14.5M -27,868 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
9
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$446M +$26.6M +51,300 +7%
O
10
OppenheimerFunds
New York
$397M -$110M -211,896 -22%
IAM
11
Iridian Asset Management
Connecticut
$313M +$6.54M +12,615 +2%
BFA
12
BlackRock Fund Advisors
California
$256M -$6.51M -12,541 -3%
Northern Trust
13
Northern Trust
Illinois
$232M -$9.89M -19,070 -4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$228M +$37.8M +72,887 +21%
American Century Companies
15
American Century Companies
Missouri
$226M +$172M +330,850 +367%
BG
16
BlackRock Group
United Kingdom
$226M -$42.2M -81,422 -16%
Principal Financial Group
17
Principal Financial Group
Iowa
$216M +$2.73M +5,257 +1%
JHIU
18
Janus Henderson Investors US
Colorado
$212M -$19.5M -37,616 -9%
SOMRS
19
State of Michigan Retirement System
Michigan
$193M +$66.8M +128,730 +56%
Fidelity International
20
Fidelity International
Bermuda
$164M +$19.9M +38,341 +14%
Renaissance Technologies
21
Renaissance Technologies
New York
$161M -$44.5M -85,700 -22%
TCIM
22
TIAA CREF Investment Management
New York
$144M +$46.2M +89,037 +50%
Deutsche Bank
23
Deutsche Bank
Germany
$143M +$2.43M +4,682 +2%
Lazard Asset Management
24
Lazard Asset Management
New York
$141M -$30.9M -59,484 -18%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$138M -$10.9M -20,950 -8%
1
2 3 4 5

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.