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O'Reilly Automotive

1,386 hedge funds and large institutions have $56.4B invested in O'Reilly Automotive in 2024 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 458 increasing their positions, 537 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 87

16% more capital invested

Capital invested by funds: $48.7B → $56.4B (+$7.66B)

11% more funds holding in top 10

Funds holding in top 10: 3539 (+4)

4% more funds holding

Funds holding: 1,3301,386 (+56)

15% less repeat investments, than reductions

Existing positions increased: 458 | Existing positions reduced: 537

23% less call options, than puts

Call options by funds: $451M | Put options by funds: $589M

32.75% less ownership

Funds ownership: 1,306.18%1,273.43% (-33%)

Holders
1,386
Holders Change
+56
Holders Change %
+4.21%
% of All Funds
19.97%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.56%
New
158
Increased
458
Reduced
537
Closed
87
Calls
$451M
Puts
$589M
Net Calls
-$138M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
351
Wealth Enhancement Advisory Services
Minnesota
$8.67M -$1.72M -24,540 -18%
Northwestern Mutual Wealth Management
352
Northwestern Mutual Wealth Management
Wisconsin
$8.67M +$581K +8,310 +8%
CCM
353
Carderock Capital Management
Maryland
$8.65M -$846K -12,090 -10%
WTC
354
WhitTier Trust Company
Nevada
$8.63M +$125K +1,785 +2%
BCM
355
BTC Capital Management
Iowa
$8.59M +$7.98M +114,135 New
MA
356
McBroom & Associates
Nevada
$8.58M -$152K -2,175 -2%
CWP
357
CFM Wealth Partners
Texas
$8.56M +$557K +7,965 +8%
ERWM
358
Elk River Wealth Management
Colorado
$8.5M -$854K -12,210 -10%
DCP
359
DSM Capital Partners
Florida
$8.44M -$2.51M -35,895 -24%
MPM
360
Meritage Portfolio Management
Kansas
$8.19M -$296K -4,230 -4%
SMDAM
361
Sumitomo Mitsui DS Asset Management
Japan
$8.13M +$412K +5,895 +6%
BCIM
362
British Columbia Investment Management
British Columbia, Canada
$8M +$156K +2,235 +2%
VC
363
Vestor Capital
Illinois
$8M +$218K +3,120 +3%
AFWM
364
AMJ Financial Wealth Management
Virginia
$7.96M +$159K +2,280 +2%
MJRIC
365
Mogy Joel R Investment Counsel
California
$7.93M +$1.96M +27,975 +36%
BC
366
Burney Company
Virginia
$7.9M +$2.38M +33,975 +48%
CI
367
Centerstone Investors
New York
$7.85M
TIP
368
Torray Investment Partners
Maryland
$7.78M -$156K -2,235 -2%
TWC
369
TD Waterhouse Canada
Ontario, Canada
$7.72M +$205K +2,925 +3%
UCFA
370
United Capital Financial Advisors
Texas
$7.66M -$1.98M -28,335 -22%
PCA
371
Pallas Capital Advisors
Massachusetts
$7.65M +$357K +5,100 +5%
GT
372
Glenview Trust
Kentucky
$7.61M +$1.06M +15,120 +18%
Osaic Holdings
373
Osaic Holdings
Arizona
$7.59M -$6.3M -90,045 -47%
FMC
374
First Merchants Corp
Indiana
$7.55M +$537K +7,680 +8%
RWP
375
RWA Wealth Partners
Massachusetts
$7.55M +$37.8K +540 +0.5%

ORLY Hedge Fund Activity: Q1 2024 in Review

1,386 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in O'Reilly Automotive (ORLY) for Q1 2024, worth a combined $56.4B — up 16% from $48.7B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new ORLY positions and 87 closed out — a net gain of 71 holders — while 458 added to existing stakes and 537 trimmed.

The largest buyer was Franklin Resources, adding an estimated $538M. The largest seller was Morgan Stanley, cutting an estimated $1.39B.

  • 1,386 institutional investors held O'Reilly Automotive (ORLY) as of Q1 2024, up from 1,330 in Q4 2023.
  • Funds reported $56.4B of O'Reilly Automotive stock for Q1 2024, up 16% quarter-over-quarter.
  • 158 funds opened new O'Reilly Automotive positions in Q1 2024 and 87 closed out, a net change of +71 holders.
  • The largest O'Reilly Automotive buyer in Q1 2024 was Franklin Resources, an estimated $538M added.
  • The largest O'Reilly Automotive seller in Q1 2024 was Morgan Stanley, an estimated $1.39B sold.

Based on aggregated 13F filings for Q1 2024.