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O'Reilly Automotive

1,231 hedge funds and large institutions have $48.4B invested in O'Reilly Automotive in 2023 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 395 increasing their positions, 503 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 51

18% more funds holding in top 10

Funds holding in top 10: 3845 (+7)

10% more capital invested

Capital invested by funds: $44B → $48.4B (+$4.43B)

5% more funds holding

Funds holding: 1,1711,231 (+60)

21% less call options, than puts

Call options by funds: $334M | Put options by funds: $424M

21% less repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 503

27.08% less ownership

Funds ownership: 1,279.52%1,252.44% (-27%)

Holders
1,231
Holders Change
+60
Holders Change %
+5.12%
% of All Funds
19.33%
Holding in Top 10
45
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.42%
% of All Funds
0.71%
New
116
Increased
395
Reduced
503
Closed
51
Calls
$334M
Puts
$424M
Net Calls
-$90.1M
Net Calls Change
-$88.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
251
Waverton Investment Management
United Kingdom
$16M +$1.24M +20,265 +9%
IG
252
ING Group
Netherlands
$15.9M -$2.91M -47,595 -16%
NEI
253
Northwest & Ethical Investments
Ontario, Canada
$15.9M -$449K -7,350 -3%
BPIM
254
Brant Point Investment Management
New York
$15.9M +$2.75K +45 +0%
TC
255
TwinBeech Capital
New York
$15.8M +$15.2M +248,760 New
BF
256
BOK Financial
Oklahoma
$15.7M +$73.3K +1,200 +0.5%
CAPTRUST Financial Advisors
257
CAPTRUST Financial Advisors
North Carolina
$15.7M +$168K +2,745 +1%
GC
258
Guggenheim Capital
Illinois
$15.7M -$375K -6,135 -2%
OC
259
Oppenheimer & Co
New York
$15.2M -$53.1K -870 -0.4%
CIBC Asset Management
260
CIBC Asset Management
Ontario, Canada
$15.1M -$114K -1,875 -0.8%
ESBC
261
E.S. Barr & Co
Kentucky
$15.1M -$343K -5,625 -2%
FAF
262
Fjarde Ap-fonden
Sweden
$14.9M +$3.85M +63,000 +37%
FVWA
263
Foster Victor Wealth Advisors
South Carolina
$14.8M +$487K +7,980 +4%
FNBOO
264
First National Bank of Omaha
Nebraska
$14.6M -$2.76M -45,270 -16%
UH
265
Unigestion Holding
Switzerland
$14.6M +$6.41M +104,970 +82%
CWM
266
Congress Wealth Management
Massachusetts
$14.3M -$65K -1,065 -0.5%
Walleye Capital
267
Walleye Capital
New York
$14.2M -$15.6M -255,015 -53%
FMWA
268
Forvis Mazars Wealth Advisors
Missouri
$14.1M -$501K -8,205 -4%
GCM
269
Graham Capital Management
Connecticut
$14M +$6.67M +109,185 +99%
TSS
270
Thomas Story & Son
Indiana
$13.9M -$420K -6,870 -3%
MWM
271
Moran Wealth Management
Florida
$13.9M -$1.91M -31,260 -13%
Janney Montgomery Scott
272
Janney Montgomery Scott
Pennsylvania
$13.7M -$183K -3,000 -1%
AIMCA
273
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$13.4M +$5.59M +91,605 +77%
X
274
Xponance
Pennsylvania
$13.2M +$2.48M +40,575 +24%
JCM
275
Jag Capital Management
Missouri
$13M -$41.2K -675 -0.3%

ORLY Hedge Fund Activity: Q2 2023 in Review

1,231 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in O'Reilly Automotive (ORLY) for Q2 2023, worth a combined $48.4B — up 10% from $44B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new ORLY positions and 51 closed out — a net gain of 65 holders — while 395 added to existing stakes and 503 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $394M. The largest seller was Envestnet Asset Management, cutting an estimated $769M.

  • 1,231 institutional investors held O'Reilly Automotive (ORLY) as of Q2 2023, up from 1,171 in Q1 2023.
  • Funds reported $48.4B of O'Reilly Automotive stock for Q2 2023, up 10% quarter-over-quarter.
  • 116 funds opened new O'Reilly Automotive positions in Q2 2023 and 51 closed out, a net change of +65 holders.
  • The largest O'Reilly Automotive buyer in Q2 2023 was Fidelity Investments, an estimated $394M added.
  • The largest O'Reilly Automotive seller in Q2 2023 was Envestnet Asset Management, an estimated $769M sold.

Based on aggregated 13F filings for Q2 2023.