AutoZone
521 hedge funds and large institutions have $19.6B invested in AutoZone in 2015 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 154 increasing their positions, 209 reducing their positions, and 30 closing their positions.
120% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 30
7% more funds holding
Funds holding: 489 → 521 (+32)
1.21% more ownership
Funds ownership: 93.82% → 95.03% (+1.2%)
4% less capital invested
Capital invested by funds: $20.3B → $19.6B (-$736M)
10% less call options, than puts
Call options by funds: $341M | Put options by funds: $379M
26% less repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 209
36% less funds holding in top 10
Funds holding in top 10: 14 → 9 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$240M |
| 2 |
Axa
Paris,
France
|
+$137M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$118M |
| 4 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
+$93.3M |
| 5 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$62.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$512M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$127M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$65.5M |
| 4 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$64.8M |
| 5 |
O
OppenheimerFunds
New York
|
-$64.4M |
AZO Hedge Fund Activity: Q2 2015 in Review
521 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q2 2015, worth a combined $19.6B — down 3.6% from $20.3B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new AZO positions and 30 closed out — a net gain of 36 holders — while 154 added to existing stakes and 209 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $240M. The largest seller was JP Morgan Chase, cutting an estimated $512M.
- 521 institutional investors held AutoZone (AZO) as of Q2 2015, up from 489 in Q1 2015.
- Funds reported $19.6B of AutoZone stock for Q2 2015, down 3.6% quarter-over-quarter.
- 66 funds opened new AutoZone positions in Q2 2015 and 30 closed out, a net change of +36 holders.
- The largest AutoZone buyer in Q2 2015 was Fidelity Investments, an estimated $240M added.
- The largest AutoZone seller in Q2 2015 was JP Morgan Chase, an estimated $512M sold.
Based on aggregated 13F filings for Q2 2015.