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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
WI
451
WrapManager Inc
California
$472K -$16.5K -1,110 -4%
FWIA
452
Fort Washington Investment Advisors
Ohio
$467K -$50.2K -3,375 -10%
PFS
453
Prospera Financial Services
Texas
$446K -$272K -18,285 -41%
BFG
454
Beacon Financial Group
Texas
$445K +$1.12K +75 +0.3%
FP
455
FDO Partners
Massachusetts
$444K +$412K +27,660 New
FWM
456
Frontier Wealth Management
Missouri
$440K -$8.49K -570 -2%
Janney Montgomery Scott
457
Janney Montgomery Scott
Pennsylvania
$438K -$652K -43,770 -62%
PTC
458
Private Trust Company
Ohio
$438K
RJT
459
Raymond James Trust
Florida
$433K +$31.5K +2,115 +8%
EIA
460
Edgemoor Investment Advisors
Maryland
$432K
CAM
461
Columbia Asset Management
Michigan
$429K +$22.3K +1,500 +6%
LCS
462
Levin Capital Strategies
New York
$427K
BUB
463
BBVA USA Bancshares
Texas
$425K -$53.8K -3,615 -12%
CCA
464
Cobblestone Capital Advisors
New York
$417K
TW
465
Transform Wealth
Colorado
$413K -$50.2K -3,375 -12%
WP
466
WMS Partners
Maryland
$411K -$290K -19,500 -43%
KCM
467
Kendall Capital Management
Maryland
$409K +$380K +25,500 New
PCM
468
Pointe Capital Management
Michigan
$404K -$5.58K -375 -1%
SIA
469
Starfire Investment Advisers
Michigan
$404K +$40K +2,685 +12%
OFG
470
OmniStar Financial Group
North Carolina
$399K +$371K +24,930 New
VIA
471
Virtus Investment Advisers
Connecticut
$394K -$73.7K -4,950 -17%
KA
472
Klingman & Associates
New York
$378K +$351K +23,595 New
Cerity Partners
473
Cerity Partners
New York
$377K -$1.45M -97,590 -81%
PWW
474
Pettyjohn Wood & White
Virginia
$370K +$344K +23,100 New
TSS
475
Two Sigma Securities
New York
$363K +$337K +22,665 New

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.