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AutoZone

825 hedge funds and large institutions have $32B invested in AutoZone in 2021 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 265 increasing their positions, 291 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 45

17% more funds holding in top 10

Funds holding in top 10: 2428 (+4)

12% more capital invested

Capital invested by funds: $28.6B → $32B (+$3.45B)

5% more funds holding

Funds holding: 786825 (+39)

1.03% more ownership

Funds ownership: 89%90.03% (+1%)

9% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 291

13% less call options, than puts

Call options by funds: $889M | Put options by funds: $1.02B

Holders
825
Holders Change
+39
Holders Change %
+4.96%
% of All Funds
14.44%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.49%
New
94
Increased
265
Reduced
291
Closed
45
Calls
$889M
Puts
$1.02B
Net Calls
-$132M
Net Calls Change
-$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.38B -$31.7M -19,776 -1%
BlackRock
2
BlackRock
New York
$2.54B -$48.8M -30,453 -2%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.69B -$151M -94,039 -9%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.62B +$79.7M +49,667 +5%
State Street
5
State Street
Massachusetts
$1.5B -$19.3M -12,055 -1%
Boston Partners
6
Boston Partners
Massachusetts
$1.29B -$22.7M -14,174 -2%
Fiera Capital (Canada)
7
Fiera Capital (Canada)
Quebec, Canada
$1.22B -$2.68M -1,671 -0.2%
Nordea Investment Management
8
Nordea Investment Management
Sweden
$951M -$132M -82,291 -13%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$745M +$11.5M +7,148 +2%
AllianceBernstein
10
AllianceBernstein
Tennessee
$659M -$68M -42,374 -10%
Caisse de Depot et Placement du Quebec (CDPQ)
11
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$588M -$153M -95,102 -22%
Deutsche Bank
12
Deutsche Bank
Germany
$512M +$2.02M +1,258 +0.4%
First Manhattan
13
First Manhattan
New York
$461M +$5.9M +3,681 +1%
Northern Trust
14
Northern Trust
Illinois
$452M -$3.83M -2,385 -0.9%
Bank of America
15
Bank of America
North Carolina
$434M +$68.3M +42,561 +20%
Morgan Stanley
16
Morgan Stanley
New York
$392M -$97.3M -60,692 -21%
Norges Bank
17
Norges Bank
Norway
$353M -$20.5M -12,754 -6%
Invesco
18
Invesco
Georgia
$339M -$24.8M -15,476 -7%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$329M -$21.1M -13,170 -7%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$305M +$4.26M +2,654 +1%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$294M -$5.46M -3,405 -2%
MAMU
22
Marathon Asset Management (UK)
United Kingdom
$256M +$47.3M +29,492 +24%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$254M +$46.2M +28,801 +24%
Legal & General Group
24
Legal & General Group
United Kingdom
$253M -$9.97M -6,213 -4%
BAM
25
Burgundy Asset Management
Ontario, Canada
$246M -$95.4M -59,496 -29%

AZO Hedge Fund Activity: Q3 2021 in Review

825 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in AutoZone (AZO) for Q3 2021, worth a combined $32B — up 12% from $28.6B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new AZO positions and 45 closed out — a net gain of 49 holders — while 265 added to existing stakes and 291 trimmed.

The largest buyer was Altshuler Shaham, adding an estimated $241M. The largest seller was T. Rowe Price Associates, cutting an estimated $264M.

  • 825 institutional investors held AutoZone (AZO) as of Q3 2021, up from 786 in Q2 2021.
  • Funds reported $32B of AutoZone stock for Q3 2021, up 12% quarter-over-quarter.
  • 94 funds opened new AutoZone positions in Q3 2021 and 45 closed out, a net change of +49 holders.
  • The largest AutoZone buyer in Q3 2021 was Altshuler Shaham, an estimated $241M added.
  • The largest AutoZone seller in Q3 2021 was T. Rowe Price Associates, an estimated $264M sold.

Based on aggregated 13F filings for Q3 2021.