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O'Reilly Automotive

680 hedge funds and large institutions have $24.1B invested in O'Reilly Automotive in 2015 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 234 increasing their positions, 265 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 33

26% more call options, than puts

Call options by funds: $69.8M | Put options by funds: $55.5M

10% more funds holding

Funds holding: 618680 (+62)

0% more capital invested

Capital invested by funds: $24.1B → $24.1B (+$61.6M)

12% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 265

12% less funds holding in top 10

Funds holding in top 10: 3430 (-4)

Holders
680
Holders Change
+62
Holders Change %
+10.03%
% of All Funds
17.84%
Holding in Top 10
30
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.76%
% of All Funds
0.79%
New
101
Increased
234
Reduced
265
Closed
33
Calls
$69.8M
Puts
$55.5M
Net Calls
+$14.3M
Net Calls Change
+$46.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$180M +$45.7M +2,635,620 +33%
Wells Fargo
27
Wells Fargo
California
$170M +$33.2M +1,915,755 +24%
TCM
28
TimesSquare Capital Management
New York
$169M -$20.7M -1,194,000 -11%
TCIM
29
TIAA CREF Investment Management
New York
$159M -$4.47M -257,850 -3%
JP Morgan Chase
30
JP Morgan Chase
New York
$158M +$3.74M +215,850 +2%
William Blair Investment Management
31
William Blair Investment Management
Illinois
$150M -$36.8M -2,124,510 -19%
WRF
32
Waddell & Reed Financial
Kansas
$148M +$70.2K +4,050 +0%
Deutsche Bank
33
Deutsche Bank
Germany
$137M +$32.7M +1,887,090 +30%
GF
34
Gabelli Funds
New York
$128M -$26.7M -1,537,500 -17%
NC
35
Nicholas Company
Wisconsin
$127M -$28.5M -1,642,425 -18%
AllianceBernstein
36
AllianceBernstein
Tennessee
$119M -$10.1M -582,015 -8%
Schroder Investment Management Group
37
Schroder Investment Management Group
United Kingdom
$117M +$6.47M +373,110 +6%
Neuberger Berman Group
38
Neuberger Berman Group
New York
$112M -$17.9M -1,031,070 -13%
Legal & General Group
39
Legal & General Group
United Kingdom
$112M +$5.61M +323,550 +5%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$104M +$20M +1,153,200 +23%
Morgan Stanley
41
Morgan Stanley
New York
$103M +$54.7M +3,157,050 +106%
GI
42
GAMCO Investors
Connecticut
$93.5M -$23M -1,327,560 -19%
WF
43
Welch & Forbes
Massachusetts
$86.9M -$5.53M -318,765 -6%
Wellington Management Group
44
Wellington Management Group
Massachusetts
$86M -$20.7M -1,191,585 -19%
AQR Capital Management
45
AQR Capital Management
Connecticut
$83.3M +$23.7M +1,366,950 +38%
FCM
46
Frontier Capital Management
Massachusetts
$83.3M +$538K +31,035 +0.6%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$82.8M +$130K +7,500 +0.2%
GC
48
Guggenheim Capital
Illinois
$82M +$10.4M +597,900 +14%
NFA
49
Nationwide Fund Advisors
Ohio
$81.8M +$18.8M +1,085,670 +29%
LCOV
50
London Company of Virginia
Virginia
$79.8M +$15.5M +893,370 +23%

ORLY Hedge Fund Activity: Q4 2015 in Review

680 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in O'Reilly Automotive (ORLY) for Q4 2015, worth a combined $24.1B — up 0.26% from $24.1B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new ORLY positions and 33 closed out — a net gain of 68 holders — while 234 added to existing stakes and 265 trimmed.

The largest buyer was Jennison Associates, adding an estimated $143M. The largest seller was Vanguard Group, cutting an estimated $327M.

  • 680 institutional investors held O'Reilly Automotive (ORLY) as of Q4 2015, up from 618 in Q3 2015.
  • Funds reported $24.1B of O'Reilly Automotive stock for Q4 2015, up 0.26% quarter-over-quarter.
  • 101 funds opened new O'Reilly Automotive positions in Q4 2015 and 33 closed out, a net change of +68 holders.
  • The largest O'Reilly Automotive buyer in Q4 2015 was Jennison Associates, an estimated $143M added.
  • The largest O'Reilly Automotive seller in Q4 2015 was Vanguard Group, an estimated $327M sold.

Based on aggregated 13F filings for Q4 2015.