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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
PCM
451
Prelude Capital Management
New York
$76K +$77.2K +7,560 New
Twin Tree Management
452
Twin Tree Management
Texas
$69K -$33.1K -3,240 -32%
MCM
453
Manchester Capital Management
Vermont
$64K
WT
454
Whittier Trust
California
$64K
WA
455
Winfield Associates
Ohio
$60K
BBHC
456
Brown Brothers Harriman & Co
New York
$56K +$57K +5,580 New
Northwestern Mutual Wealth Management
457
Northwestern Mutual Wealth Management
Wisconsin
$54K +$30.2K +2,955 +119%
SAMC
458
Shinko Asset Management Company
Japan
$53K -$15.3K -1,500 -22%
ST
459
Smithfield Trust
Pennsylvania
$53K
ICM
460
ICC Capital Management
Florida
$45K
FHA
461
First Horizon Advisors
Tennessee
$44K -$13K -1,275 -22%
IMS
462
Index Management Solutions
Pennsylvania
$42K +$3.37K +330 +8%
PSI
463
Pinnacle Summer Investments
Virginia
$38K
DBT
464
Dubuque Bank & Trust
Iowa
$34K
TDC
465
Thompson Davis & Co
Virginia
$33K +$33.2K +3,255 New
TWA
466
TCI Wealth Advisors
Arizona
$31K -$1.07K -105 -3%
CCA
467
Catalyst Capital Advisors
New York
$30K -$5.1M -499,500 -99%
PVH
468
Psagot Value Holdings
Israel
$30K -$3.06K -300 -9%
MSFP
469
Mark Sheptoff Financial Planning
Connecticut
$30K
GSC
470
Ground Swell Capital
South Carolina
$26K +$8.27K +810 +45%
GAM
471
Gemmer Asset Management
California
$25K
GT
472
Greenleaf Trust
Michigan
$23K
WA
473
WFG Advisors
Texas
$23K
WTC
474
WhitTier Trust Company
Nevada
$23K
MFS
475
MSI Financial Services
Massachusetts
$20K

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.