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O'Reilly Automotive

676 hedge funds and large institutions have $18B invested in O'Reilly Automotive in 2017 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 193 increasing their positions, 291 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 59

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

15.82% more ownership

Funds ownership: 1,302.17%1,317.99% (+16%)

9% more capital invested

Capital invested by funds: $16.5B → $18B (+$1.51B)

7% more funds holding

Funds holding: 634676 (+42)

12% less call options, than puts

Call options by funds: $145M | Put options by funds: $164M

34% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 291

Holders
676
Holders Change
+42
Holders Change %
+6.62%
% of All Funds
15.33%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.48%
New
104
Increased
193
Reduced
291
Closed
59
Calls
$145M
Puts
$164M
Net Calls
-$19.6M
Net Calls Change
-$40.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WJA
376
Williams Jones & Associates
New York
$1.12M -$880K -59,100 -46%
YWP
377
YorkBridge Wealth Partners
New York
$1.09M -$28.4K -1,905 -3%
FMW
378
Farr Miller & Washington
District of Columbia
$1.09M -$11.6K -780 -1%
GCP
379
GSA Capital Partners
United Kingdom
$1.09M +$742K +49,860 +279%
MYAM
380
Meiji Yasuda Asset Management
Japan
$1.08M
TIA
381
Tandem Investment Advisors
South Carolina
$1.07M -$6.7K -450 -0.7%
AMI
382
Amica Mutual Insurance
Rhode Island
$1.06M
Pacer Advisors
383
Pacer Advisors
Pennsylvania
$1.06M +$221K +14,820 +29%
MME
384
Meag Munich Ergo
Germany
$1.03M +$941K +63,225 New
SFG
385
Sather Financial Group
Texas
$1.02M
OAM
386
Oppenheimer Asset Management
New York
$1.02M
OI
387
Oakbrook Investments
Illinois
$1.02M +$5.58K +375 +0.6%
BMC
388
Beaton Management Company
Massachusetts
$1.01M
DSI
389
Daiwa SB Investments
Japan
$1.01M -$35.7K -2,400 -4%
HW
390
Hedeker Wealth
Illinois
$996K +$37.1K +2,490 +4%
RC
391
Roundview Capital
New Jersey
$974K -$22.3K -1,500 -2%
GL
392
GLG LLC
New York
$962K -$167K -11,190 -16%
BOC
393
Barbara Oil Co
Illinois
$962K
SI
394
Scharf Investments
California
$896K +$406K +27,270 +95%
SM
395
Sciencast Management
New Jersey
$896K +$740K +49,710 New
SRAM
396
Stone Ridge Asset Management
New York
$894K +$830K +55,725 New
W
397
Wealthfront
California
$888K +$69.2K +4,650 +9%
CIBC World Market
398
CIBC World Market
Ontario, Canada
$868K +$806K +54,120 New
ZCA
399
Zeke Capital Advisors
Pennsylvania
$860K +$299K +20,055 +60%
LWCFA
400
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$858K

ORLY Hedge Fund Activity: Q4 2017 in Review

676 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in O'Reilly Automotive (ORLY) for Q4 2017, worth a combined $18B — up 9.2% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new ORLY positions and 59 closed out — a net gain of 45 holders — while 193 added to existing stakes and 291 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $240M. The largest seller was T. Rowe Price Associates, cutting an estimated $578M.

  • 676 institutional investors held O'Reilly Automotive (ORLY) as of Q4 2017, up from 634 in Q3 2017.
  • Funds reported $18B of O'Reilly Automotive stock for Q4 2017, up 9.2% quarter-over-quarter.
  • 104 funds opened new O'Reilly Automotive positions in Q4 2017 and 59 closed out, a net change of +45 holders.
  • The largest O'Reilly Automotive buyer in Q4 2017 was OppenheimerFunds, an estimated $240M added.
  • The largest O'Reilly Automotive seller in Q4 2017 was T. Rowe Price Associates, an estimated $578M sold.

Based on aggregated 13F filings for Q4 2017.