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AutoZone

704 hedge funds and large institutions have $23.9B invested in AutoZone in 2019 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 237 increasing their positions, 264 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 52

23% more capital invested

Capital invested by funds: $19.5B → $23.9B (+$4.47B)

7% more funds holding

Funds holding: 655704 (+49)

0.18% more ownership

Funds ownership: 94.03%94.21% (+0.18%)

8% less funds holding in top 10

Funds holding in top 10: 2523 (-2)

10% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 264

17% less call options, than puts

Call options by funds: $569M | Put options by funds: $685M

Holders
704
Holders Change
+49
Holders Change %
+7.48%
% of All Funds
15.24%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.5%
New
106
Increased
237
Reduced
264
Closed
52
Calls
$569M
Puts
$685M
Net Calls
-$116M
Net Calls Change
-$233M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.36B +$4.33M +4,823 +0.2%
BlackRock
2
BlackRock
New York
$1.96B +$29M +32,263 +2%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.74B -$157M -175,408 -9%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.48B +$34.2M +38,062 +3%
State Street
5
State Street
Massachusetts
$1.19B +$37.7M +41,953 +4%
Caisse de Depot et Placement du Quebec (CDPQ)
6
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$562M -$74.1M -82,600 -13%
Nordea Investment Management
7
Nordea Investment Management
Sweden
$539M -$15.5M -17,320 -3%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$478M -$3.72M -4,141 -0.9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$472M +$96.5M +107,490 +30%
Invesco
10
Invesco
Georgia
$419M +$2.89M +3,224 +0.8%
AllianceBernstein
11
AllianceBernstein
Tennessee
$364M -$16.1M -17,894 -5%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$341M +$65M +72,455 +28%
Northern Trust
13
Northern Trust
Illinois
$324M +$12.1M +13,478 +4%
Norges Bank
14
Norges Bank
Norway
$270M +$12.8M +14,233 +6%
Deutsche Bank
15
Deutsche Bank
Germany
$259M +$8.12M +9,049 +4%
Ninety One (UK)
16
Ninety One (UK)
United Kingdom
$258M +$119M +132,508 +111%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$239M -$49.5M -55,180 -19%
BAM
18
Burgundy Asset Management
Ontario, Canada
$234M -$194M -216,549 -49%
APG Asset Management
19
APG Asset Management
Netherlands
$214M +$49.8M +55,500 +31%
AQR Capital Management
20
AQR Capital Management
Connecticut
$208M +$46.5M +51,775 +34%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$205M +$27.5M +30,666 +18%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$194M -$3.15M -3,514 -2%
IAM
23
Iridian Asset Management
Connecticut
$194M -$10.1M -11,233 -6%
First Manhattan
24
First Manhattan
New York
$188M +$2.76M +3,075 +2%
Robeco Institutional Asset Management
25
Robeco Institutional Asset Management
Netherlands
$184M +$114M +127,544 +246%

AZO Hedge Fund Activity: Q1 2019 in Review

704 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q1 2019, worth a combined $23.9B — up 23% from $19.5B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new AZO positions and 52 closed out — a net gain of 54 holders — while 237 added to existing stakes and 264 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $155M. The largest seller was Burgundy Asset Management, cutting an estimated $194M.

  • 704 institutional investors held AutoZone (AZO) as of Q1 2019, up from 655 in Q4 2018.
  • Funds reported $23.9B of AutoZone stock for Q1 2019, up 23% quarter-over-quarter.
  • 106 funds opened new AutoZone positions in Q1 2019 and 52 closed out, a net change of +54 holders.
  • The largest AutoZone buyer in Q1 2019 was Boston Partners, an estimated $155M added.
  • The largest AutoZone seller in Q1 2019 was Burgundy Asset Management, an estimated $194M sold.

Based on aggregated 13F filings for Q1 2019.