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O'Reilly Automotive

504 hedge funds and large institutions have $13.8B invested in O'Reilly Automotive in 2014 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 160 increasing their positions, 211 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 35

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

3% more funds holding

Funds holding: 489504 (+15)

1% less capital invested

Capital invested by funds: $13.9B → $13.8B (-$76.4M)

24% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 211

56% less call options, than puts

Call options by funds: $38.6M | Put options by funds: $88.6M

Holders
504
Holders Change
+15
Holders Change %
+3.07%
% of All Funds
14.63%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.41%
New
52
Increased
160
Reduced
211
Closed
35
Calls
$38.6M
Puts
$88.6M
Net Calls
-$50M
Net Calls Change
-$45.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LCP
276
Legacy Capital Partners
Wisconsin
$1.52M -$11.6K -1,140 -0.7%
SMDAM
277
Sumitomo Mitsui DS Asset Management
Japan
$1.52M -$99.8K -9,780 -6%
FAM
278
Fortaleza Asset Management
Illinois
$1.51M -$2.3K -225 -0.1%
PG
279
PEAK6 Group
Illinois
$1.51M +$491K +48,135 +47%
MCWS
280
McKinley Carter Wealth Services
West Virginia
$1.51M -$16.7K -1,635 -1%
SYBT
281
Stock Yards Bank & Trust
Kentucky
$1.5M -$45.9K -4,500 -3%
Verition Fund Management
282
Verition Fund Management
Connecticut
$1.47M +$1.5M +147,000 New
PA
283
Profund Advisors
Maryland
$1.47M +$135K +13,260 +10%
Commonwealth Equity Services
284
Commonwealth Equity Services
Massachusetts
$1.44M +$44.9K +4,395 +3%
N
285
Nuveen
North Carolina
$1.42M -$96.3K -9,435 -6%
MCM
286
Munder Capital Management
Michigan
$1.39M -$78.1K -7,650 -5%
SAM
287
Securian Asset Management
Minnesota
$1.38M -$48.1K -4,710 -3%
Parallax Volatility Advisers
288
Parallax Volatility Advisers
California
$1.34M +$902K +88,320 +193%
EHWM
289
Eads & Heald Wealth Management
Georgia
$1.34M -$22.5K -2,205 -2%
GCP
290
GSA Capital Partners
United Kingdom
$1.32M -$1.44M -140,865 -52%
AAM
291
Advisors Asset Management
Colorado
$1.32M +$941K +92,205 +235%
SSWM
292
Sheets Smith Wealth Management
North Carolina
$1.29M +$201K +19,680 +18%
IA
293
Icon Advisers
Colorado
$1.26M +$1.29M +126,000 New
TRCT
294
Tower Research Capital (TRC)
New York
$1.24M +$1.25M +122,610 +8,174%
PP
295
PDT Partners
New York
$1.24M +$1.26M +123,570 New
KRS
296
Kentucky Retirement Systems
Kentucky
$1.21M +$1.24M +121,095 New
B
297
BP
United Kingdom
$1.2M -$766K -75,000 -38%
LSERS
298
Louisiana State Employees Retirement System
Louisiana
$1.2M -$45.9K -4,500 -4%
VIP
299
Vantage Investment Partners
Missouri
$1.2M
FCI
300
Financial Counselors Inc
Kansas
$1.17M -$35.7K -3,495 -3%

ORLY Hedge Fund Activity: Q3 2014 in Review

504 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in O'Reilly Automotive (ORLY) for Q3 2014, worth a combined $13.8B — down 0.55% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new ORLY positions and 35 closed out — a net gain of 17 holders — while 160 added to existing stakes and 211 trimmed.

The largest buyer was Polen Capital Management, opening a new position worth an estimated $136M. The largest seller was Norges Bank, cutting an estimated $115M.

  • 504 institutional investors held O'Reilly Automotive (ORLY) as of Q3 2014, up from 489 in Q2 2014.
  • Funds reported $13.8B of O'Reilly Automotive stock for Q3 2014, down 0.55% quarter-over-quarter.
  • 52 funds opened new O'Reilly Automotive positions in Q3 2014 and 35 closed out, a net change of +17 holders.
  • The largest O'Reilly Automotive buyer in Q3 2014 was Polen Capital Management, an estimated $136M added.
  • The largest O'Reilly Automotive seller in Q3 2014 was Norges Bank, an estimated $115M sold.

Based on aggregated 13F filings for Q3 2014.