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O'Reilly Automotive

827 hedge funds and large institutions have $23.1B invested in O'Reilly Automotive in 2018 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 257 increasing their positions, 310 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 61

10% more funds holding

Funds holding: 751827 (+76)

9% more funds holding in top 10

Funds holding in top 10: 3336 (+3)

3% less capital invested

Capital invested by funds: $23.9B → $23.1B (-$814M)

11.62% less ownership

Funds ownership: 1,284.77%1,273.15% (-12%)

17% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 310

31% less call options, than puts

Call options by funds: $162M | Put options by funds: $233M

Holders
827
Holders Change
+76
Holders Change %
+10.12%
% of All Funds
18.43%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.8%
New
142
Increased
257
Reduced
310
Closed
61
Calls
$162M
Puts
$233M
Net Calls
-$71.2M
Net Calls Change
+$5.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
426
Western Wealth Management
Colorado
$1.27M +$1.26M +55,455 New
WAM
427
Wealthspire Advisors (Maryland)
Maryland
$1.27M +$5.8K +255 +0.5%
RC
428
Roundview Capital
New Jersey
$1.24M -$152K -6,675 -11%
SRAM
429
Stone Ridge Asset Management
New York
$1.24M +$30K +1,320 +3%
IWS
430
Insight Wealth Strategies
California
$1.24M +$1.23M +53,865 New
HW
431
Hedeker Wealth
Illinois
$1.23M -$14.3K -630 -1%
LWCFA
432
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.23M +$118K +5,175 +11%
SC
433
Sepio Capital
Utah
$1.23M +$1.22M +53,460 New
AIM
434
Assured Investment Management
New York
$1.21M -$3.4M -149,565 -74%
AAM
435
Azzad Asset Management
Virginia
$1.2M +$114K +5,010 +11%
EF
436
Empowered Funds
Pennsylvania
$1.2M +$1.19M +52,320 New
KRS
437
Kentucky Retirement Systems
Kentucky
$1.2M +$18.1K +795 +2%
BONST
438
Bank of Nova Scotia Trust
Ontario, Canada
$1.2M -$1.58M -69,330 -57%
OAM
439
Oppenheimer Asset Management
New York
$1.19M -$17.1K -750 -1%
CIC
440
Chilton Investment Company
Connecticut
$1.19M -$35.9K -1,575 -3%
BAMF
441
BI Asset Management Fondsmaeglerselskab
Denmark
$1.17M +$1.16M +51,000 New
HI
442
Human Investing
Oregon
$1.17M +$1.16M +50,805 New
GIA
443
Gateway Investment Advisers
Ohio
$1.16M -$29K -1,275 -2%
SFS
444
Sowell Financial Services
Arkansas
$1.15M +$359K +15,765 +46%
APFBOT
445
Amica Pension Fund Board of Trustees
Rhode Island
$1.12M
AMI
446
Amica Mutual Insurance
Rhode Island
$1.06M
KM
447
Kalos Management
Georgia
$1.04M +$61.5K +2,700 +6%
NSIM
448
North Star Investment Management
Illinois
$1.03M
SGCA
449
Steel Grove Capital Advisors
Tennessee
$1.03M
Daiwa Securities Group
450
Daiwa Securities Group
Japan
$1.03M

ORLY Hedge Fund Activity: Q4 2018 in Review

827 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in O'Reilly Automotive (ORLY) for Q4 2018, worth a combined $23.1B — down 3.4% from $23.9B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new ORLY positions and 61 closed out — a net gain of 81 holders — while 257 added to existing stakes and 310 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $178M. The largest seller was Principal Financial Group, cutting an estimated $146M.

  • 827 institutional investors held O'Reilly Automotive (ORLY) as of Q4 2018, up from 751 in Q3 2018.
  • Funds reported $23.1B of O'Reilly Automotive stock for Q4 2018, down 3.4% quarter-over-quarter.
  • 142 funds opened new O'Reilly Automotive positions in Q4 2018 and 61 closed out, a net change of +81 holders.
  • The largest O'Reilly Automotive buyer in Q4 2018 was Fidelity Investments, an estimated $178M added.
  • The largest O'Reilly Automotive seller in Q4 2018 was Principal Financial Group, an estimated $146M sold.

Based on aggregated 13F filings for Q4 2018.