We are live on ! Find out more
ORLY icon

O'Reilly Automotive

475 hedge funds and large institutions have $13.9B invested in O'Reilly Automotive in 2014 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 144 increasing their positions, 221 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 41

14% more capital invested

Capital invested by funds: $12.1B → $13.9B (+$1.74B)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

1% more funds holding

Funds holding: 470475 (+5)

35% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 221

51% less call options, than puts

Call options by funds: $34.7M | Put options by funds: $71.3M

Holders
475
Holders Change
+5
Holders Change %
+1.06%
% of All Funds
13.72%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.46%
New
54
Increased
144
Reduced
221
Closed
41
Calls
$34.7M
Puts
$71.3M
Net Calls
-$36.6M
Net Calls Change
-$51.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$121M +$3.95M +413,865 +4%
BG
27
BlackRock Group
United Kingdom
$120M +$574K +60,120 +0.5%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$120M +$663K +69,465 +0.6%
NC
29
Nicholas Company
Wisconsin
$113M +$1.74M +182,325 +2%
Norges Bank
30
Norges Bank
Norway
$112M
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$109M -$923K -96,720 -0.9%
APG Asset Management
32
APG Asset Management
Netherlands
$106M +$1.46M +152,565 +1%
JP Morgan Chase
33
JP Morgan Chase
New York
$104M -$12.3M -1,292,025 -11%
GCM
34
Geneva Capital Management
Wisconsin
$94.5M -$1.85M -194,025 -2%
TAM
35
Tiverton Asset Management
Delaware
$89M
FPA
36
First Pacific Advisors
California
$88.9M -$2.76M -289,500 -3%
AllianceBernstein
37
AllianceBernstein
Tennessee
$86.2M -$9.59M -1,005,180 -10%
FCM
38
Frontier Capital Management
Massachusetts
$81.6M -$562K -58,890 -0.7%
Goldman Sachs
39
Goldman Sachs
New York
$75.8M -$1.73M -180,840 -2%
WRF
40
Waddell & Reed Financial
Kansas
$72M -$2.96M -309,825 -4%
UBS AM
41
UBS AM
Illinois
$69.4M +$2.52M +263,940 +4%
OSAM
42
O'Shaughnessy Asset Management
Connecticut
$69.1M -$16.3M -1,711,365 -20%
Legal & General Group
43
Legal & General Group
United Kingdom
$66.3M -$2.68M -281,040 -4%
Renaissance Technologies
44
Renaissance Technologies
New York
$63.1M +$32.6M +3,417,315 +116%
MAA
45
Managed Account Advisors
New Jersey
$62.7M -$1.51M -158,550 -2%
WF
46
Welch & Forbes
Massachusetts
$60.9M -$1.43M -150,195 -2%
Wells Fargo
47
Wells Fargo
California
$59.9M -$3.59M -376,770 -6%
NFA
48
Nationwide Fund Advisors
Ohio
$58.7M +$1.59M +166,335 +3%
O
49
OppenheimerFunds
New York
$58.5M -$54.6M -5,718,360 -49%
ACM
50
Atlanta Capital Management
Georgia
$57.5M -$29.8M -3,124,200 -35%

ORLY Hedge Fund Activity: Q1 2014 in Review

475 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in O'Reilly Automotive (ORLY) for Q1 2014, worth a combined $13.9B — up 14% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new ORLY positions and 41 closed out — a net gain of 13 holders — while 144 added to existing stakes and 221 trimmed.

The largest buyer was Jennison Associates, adding an estimated $190M. The largest seller was TimesSquare Capital Management, cutting an estimated $112M.

  • 475 institutional investors held O'Reilly Automotive (ORLY) as of Q1 2014, up from 470 in Q4 2013.
  • Funds reported $13.9B of O'Reilly Automotive stock for Q1 2014, up 14% quarter-over-quarter.
  • 54 funds opened new O'Reilly Automotive positions in Q1 2014 and 41 closed out, a net change of +13 holders.
  • The largest O'Reilly Automotive buyer in Q1 2014 was Jennison Associates, an estimated $190M added.
  • The largest O'Reilly Automotive seller in Q1 2014 was TimesSquare Capital Management, an estimated $112M sold.

Based on aggregated 13F filings for Q1 2014.