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AutoZone

706 hedge funds and large institutions have $24.5B invested in AutoZone in 2019 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 223 increasing their positions, 285 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 58

2% more funds holding

Funds holding: 694706 (+12)

3% less capital invested

Capital invested by funds: $25.3B → $24.5B (-$811M)

1.7% less ownership

Funds ownership: 95.7%94% (-1.7%)

22% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 285

23% less funds holding in top 10

Funds holding in top 10: 2217 (-5)

43% less call options, than puts

Call options by funds: $658M | Put options by funds: $1.16B

Holders
706
Holders Change
+12
Holders Change %
+1.73%
% of All Funds
15.48%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.37%
New
72
Increased
223
Reduced
285
Closed
58
Calls
$658M
Puts
$1.16B
Net Calls
-$497M
Net Calls Change
-$319M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.52B +$9.84M +8,778 +0.4%
BlackRock
2
BlackRock
New York
$2.3B +$63.5M +56,671 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.39B -$249M -222,368 -15%
State Street
4
State Street
Massachusetts
$1.24B -$40.6M -36,180 -3%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.07B -$57.6M -51,416 -5%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$567M +$132M +117,832 +29%
Caisse de Depot et Placement du Quebec (CDPQ)
7
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$523M -$20.6M -18,400 -4%
Boston Partners
8
Boston Partners
Massachusetts
$508M +$38.6M +34,467 +8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$502M -$10.1M -9,035 -2%
AllianceBernstein
10
AllianceBernstein
Tennessee
$393M -$6.99M -6,239 -2%
Invesco
11
Invesco
Georgia
$390M -$45.6M -40,718 -10%
Northern Trust
12
Northern Trust
Illinois
$380M +$29.5M +26,343 +8%
APG Asset Management
13
APG Asset Management
Netherlands
$320M +$24M +21,452 +7%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$304M -$35.1M -31,283 -10%
Ameriprise
15
Ameriprise
Minnesota
$288M +$31.2M +27,805 +12%
Norges Bank
16
Norges Bank
Norway
$286M
Deutsche Bank
17
Deutsche Bank
Germany
$268M -$41.5M -37,030 -13%
DZ Bank
18
DZ Bank
Germany
$266M +$33M +29,421 +14%
IAM
19
Iridian Asset Management
Connecticut
$252M +$62.4M +55,703 +32%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$251M -$33.7M -30,060 -11%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$227M +$108M +96,094 +85%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$225M +$13.9M +12,368 +6%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$220M +$14.9M +13,259 +7%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$216M +$8.15M +7,273 +4%
Nordea Investment Management
25
Nordea Investment Management
Sweden
$213M -$149M -132,869 -40%

AZO Hedge Fund Activity: Q3 2019 in Review

706 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q3 2019, worth a combined $24.5B — down 3.2% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new AZO positions and 58 closed out — a net gain of 14 holders — while 223 added to existing stakes and 285 trimmed.

The largest buyer was Fiera Capital (Canada), adding an estimated $132M. The largest seller was Ninety One (UK), cutting an estimated $627M.

  • 706 institutional investors held AutoZone (AZO) as of Q3 2019, up from 694 in Q2 2019.
  • Funds reported $24.5B of AutoZone stock for Q3 2019, down 3.2% quarter-over-quarter.
  • 72 funds opened new AutoZone positions in Q3 2019 and 58 closed out, a net change of +14 holders.
  • The largest AutoZone buyer in Q3 2019 was Fiera Capital (Canada), an estimated $132M added.
  • The largest AutoZone seller in Q3 2019 was Ninety One (UK), an estimated $627M sold.

Based on aggregated 13F filings for Q3 2019.