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AutoZone

594 hedge funds and large institutions have $16.4B invested in AutoZone in 2018 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 192 increasing their positions, 218 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 52

19% more call options, than puts

Call options by funds: $698M | Put options by funds: $588M

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

2% more funds holding

Funds holding: 580594 (+14)

1.34% more ownership

Funds ownership: 91.66%93.01% (+1.3%)

3% more capital invested

Capital invested by funds: $15.9B → $16.4B (+$412M)

12% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 218

Holders
594
Holders Change
+14
Holders Change %
+2.41%
% of All Funds
13.6%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.37%
New
68
Increased
192
Reduced
218
Closed
52
Calls
$698M
Puts
$588M
Net Calls
+$110M
Net Calls Change
+$47.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.58B -$9.23M -14,305 -0.6%
JP Morgan Chase
2
JP Morgan Chase
New York
$1.31B +$101M +156,896 +9%
BlackRock
3
BlackRock
New York
$1.25B -$31.3M -48,585 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$882M -$24.8M -38,389 -3%
State Street
5
State Street
Massachusetts
$744M +$3.23M +5,002 +0.5%
Nordea Investment Management
6
Nordea Investment Management
Sweden
$632M +$98M +151,928 +19%
Caisse de Depot et Placement du Quebec (CDPQ)
7
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$589M +$35.1M +54,350 +7%
BAM
8
Burgundy Asset Management
Ontario, Canada
$413M +$8.96M +13,890 +2%
Lazard Asset Management
9
Lazard Asset Management
New York
$354M -$112M -173,645 -25%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$353M -$11.3M -17,457 -3%
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$306M -$166K -257 -0.1%
VOYA Investment Management
12
VOYA Investment Management
Georgia
$298M -$9.92M -15,371 -3%
Invesco
13
Invesco
Georgia
$275M +$25.9M +40,140 +11%
AllianceBernstein
14
AllianceBernstein
Tennessee
$253M +$155M +239,714 +174%
Northern Trust
15
Northern Trust
Illinois
$244M -$9.62M -14,903 -4%
Deutsche Bank
16
Deutsche Bank
Germany
$229M -$50.8M -78,725 -19%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$209M +$3.41M +5,288 +2%
Norges Bank
18
Norges Bank
Norway
$176M +$935K +1,449 +0.6%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$166M +$85.5M +132,573 +115%
BGC
20
Beutel, Goodman & Co
Ontario, Canada
$154M +$25M +38,720 +15%
Bessemer Group
21
Bessemer Group
New Jersey
$147M +$204K +316 +0.1%
NSCM
22
New South Capital Management
Tennessee
$141M -$14.3M -22,195 -10%
AQR Capital Management
23
AQR Capital Management
Connecticut
$138M +$73.3M +113,597 +124%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$137M -$3.12M -4,828 -2%
Goldman Sachs
25
Goldman Sachs
New York
$130M +$6.36M +9,865 +5%

AZO Hedge Fund Activity: Q2 2018 in Review

594 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q2 2018, worth a combined $16.4B — up 2.6% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AZO positions and 52 closed out — a net gain of 16 holders — while 192 added to existing stakes and 218 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $155M. The largest seller was Vulcan Value Partners, cutting an estimated $241M.

  • 594 institutional investors held AutoZone (AZO) as of Q2 2018, up from 580 in Q1 2018.
  • Funds reported $16.4B of AutoZone stock for Q2 2018, up 2.6% quarter-over-quarter.
  • 68 funds opened new AutoZone positions in Q2 2018 and 52 closed out, a net change of +16 holders.
  • The largest AutoZone buyer in Q2 2018 was AllianceBernstein, an estimated $155M added.
  • The largest AutoZone seller in Q2 2018 was Vulcan Value Partners, an estimated $241M sold.

Based on aggregated 13F filings for Q2 2018.