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O'Reilly Automotive

1,239 hedge funds and large institutions have $45.6B invested in O'Reilly Automotive in 2023 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 434 increasing their positions, 458 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 81

1% more funds holding

Funds holding: 1,2311,239 (+8)

5% less repeat investments, than reductions

Existing positions increased: 434 | Existing positions reduced: 458

3.06% less ownership

Funds ownership: 1,252.44%1,249.37% (-3.1%)

6% less capital invested

Capital invested by funds: $48.4B → $45.6B (-$2.79B)

7% less funds holding in top 10

Funds holding in top 10: 4542 (-3)

13% less call options, than puts

Call options by funds: $479M | Put options by funds: $548M

Holders
1,239
Holders Change
+8
Holders Change %
+0.65%
% of All Funds
19.66%
Holding in Top 10
42
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.67%
% of All Funds
0.67%
New
100
Increased
434
Reduced
458
Closed
81
Calls
$479M
Puts
$548M
Net Calls
-$69.2M
Net Calls Change
+$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
426
IEQ Capital
California
$4.06M +$92.2K +1,470 +2%
CWP
427
Cyndeo Wealth Partners
Florida
$4.05M +$299K +4,770 +8%
SAM
428
Securian Asset Management
Minnesota
$4.02M -$648K -10,335 -13%
ZIM
429
Zacks Investment Management
Illinois
$3.99M -$237K -3,780 -5%
NA
430
NewEdge Advisors
Louisiana
$3.91M -$597K -9,510 -13%
SC
431
Scotia Capital
Ontario, Canada
$3.91M +$3.71M +59,205 +1,125%
MCM
432
Mitchell Capital Management
Kansas
$3.86M +$16.9K +270 +0.4%
HIMCH
433
Hartford Investment Management Co (HIMCO)
Connecticut
$3.8M -$146K -2,325 -4%
MJRIC
434
Mogy Joel R Investment Counsel
California
$3.79M +$1.63M +25,965 +71%
GT
435
Glenmede Trust
Pennsylvania
$3.77M +$533K +8,505 +16%
IIA
436
ICW Investment Advisors
Arizona
$3.73M +$28.2K +450 +0.7%
PRS
437
Pinkerton Retirement Specialists
Idaho
$3.73M -$148K -2,355 -4%
WWM
438
Western Wealth Management
Colorado
$3.69M -$151K -2,415 -4%
HT
439
Headlands Technologies
Illinois
$3.67M -$108K -1,725 -3%
BMC
440
Beaton Management Company
Massachusetts
$3.66M
FAN
441
Financial Advisors Network
California
$3.66M +$3.79M +60,360 New
TFA
442
Toth Financial Advisory
Virginia
$3.64M +$77.2K +1,230 +2%
CA
443
Cornerstone Advisors
North Carolina
$3.64M +$376K +6,000 +11%
P
444
Paradiem
Louisiana
$3.61M +$80.9K +1,290 +2%
DZ Bank
445
DZ Bank
Germany
$3.6M -$3.64M -57,960 -49%
Cetera Investment Advisers
446
Cetera Investment Advisers
Illinois
$3.58M +$177K +2,820 +5%
BONH
447
Bank of New Hampshire
New Hampshire
$3.57M -$91.3K -1,455 -2%
OTPPB
448
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.55M +$473K +7,545 +15%
PFA
449
Pinnacle Family Advisors
Missouri
$3.53M -$63K -1,005 -2%
PAG
450
Private Advisor Group
New Jersey
$3.51M -$2.33M -37,095 -39%

ORLY Hedge Fund Activity: Q3 2023 in Review

1,239 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in O'Reilly Automotive (ORLY) for Q3 2023, worth a combined $45.6B — down 5.8% from $48.4B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new ORLY positions and 81 closed out — a net gain of 19 holders — while 434 added to existing stakes and 458 trimmed.

The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $205M. The largest seller was Arrowstreet Capital, cutting an estimated $153M.

  • 1,239 institutional investors held O'Reilly Automotive (ORLY) as of Q3 2023, up from 1,231 in Q2 2023.
  • Funds reported $45.6B of O'Reilly Automotive stock for Q3 2023, down 5.8% quarter-over-quarter.
  • 100 funds opened new O'Reilly Automotive positions in Q3 2023 and 81 closed out, a net change of +19 holders.
  • The largest O'Reilly Automotive buyer in Q3 2023 was Vaughan Nelson Investment Management, an estimated $205M added.
  • The largest O'Reilly Automotive seller in Q3 2023 was Arrowstreet Capital, an estimated $153M sold.

Based on aggregated 13F filings for Q3 2023.