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O'Reilly Automotive

1,330 hedge funds and large institutions have $48.7B invested in O'Reilly Automotive in 2023 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 438 increasing their positions, 491 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 70

56.8% more ownership

Funds ownership: 1,249.37%1,306.18% (+57%)

7% more funds holding

Funds holding: 1,2401,330 (+90)

7% more capital invested

Capital invested by funds: $45.6B → $48.7B (+$3.1B)

6% less call options, than puts

Call options by funds: $510M | Put options by funds: $544M

11% less repeat investments, than reductions

Existing positions increased: 438 | Existing positions reduced: 491

17% less funds holding in top 10

Funds holding in top 10: 4235 (-7)

Holders
1,330
Holders Change
+90
Holders Change %
+7.26%
% of All Funds
19.39%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.51%
New
177
Increased
438
Reduced
491
Closed
70
Calls
$510M
Puts
$544M
Net Calls
-$34.2M
Net Calls Change
+$35M
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$345M -$9.43M -149,220 -3%
Charles Schwab
27
Charles Schwab
California
$328M +$2.97M +47,040 +0.9%
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$320M -$133M -2,097,870 -29%
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$312M -$44.6M -705,780 -13%
Ameriprise
30
Ameriprise
Minnesota
$304M -$81.9M -1,295,490 -21%
UBS AM
31
UBS AM
Illinois
$295M -$19.6M -309,570 -6%
MA
32
Marshfield Associates
District of Columbia
$287M +$36M +570,120 +14%
BNP Paribas Financial Markets
33
BNP Paribas Financial Markets
France
$278M +$80M +1,266,345 +41%
Bessemer Group
34
Bessemer Group
New Jersey
$253M -$779K -12,330 -0.3%
Wells Fargo
35
Wells Fargo
California
$253M +$25.8M +407,760 +11%
Voloridge Investment Management
36
Voloridge Investment Management
Florida
$251M +$144M +2,281,995 +136%
Loomis, Sayles & Company
37
Loomis, Sayles & Company
Massachusetts
$247M +$103M +1,631,235 +72%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$222M +$32M +506,895 +17%
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$218M -$21.8M -345,075 -9%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$209M -$2.03M -32,175 -1%
Assenagon Asset Management
41
Assenagon Asset Management
Luxembourg
$206M +$150M +2,371,125 +269%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$205M +$2.19M +34,590 +1%
Ensign Peak Advisors
43
Ensign Peak Advisors
Utah
$203M -$92.7M -1,466,820 -31%
VNIM
44
Vaughan Nelson Investment Management
Texas
$201M -$6.59M -104,205 -3%
WF
45
Welch & Forbes
Massachusetts
$198M -$3.77M -59,610 -2%
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$198M +$28M +442,950 +17%
First Manhattan
47
First Manhattan
New York
$196M -$3.17M -50,115 -2%
Barclays
48
Barclays
United Kingdom
$195M +$32.9M +520,845 +20%
N
49
Nuveen
North Carolina
$183M +$10.2M +162,135 +6%
APG Asset Management
50
APG Asset Management
Netherlands
$181M +$6.29M +99,525 +3%

ORLY Hedge Fund Activity: Q4 2023 in Review

1,330 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in O'Reilly Automotive (ORLY) for Q4 2023, worth a combined $48.7B — up 6.8% from $45.6B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new ORLY positions and 70 closed out — a net gain of 107 holders — while 438 added to existing stakes and 491 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.25B. The largest seller was BlackRock, cutting an estimated $200M.

  • 1,330 institutional investors held O'Reilly Automotive (ORLY) as of Q4 2023, up from 1,240 in Q3 2023.
  • Funds reported $48.7B of O'Reilly Automotive stock for Q4 2023, up 6.8% quarter-over-quarter.
  • 177 funds opened new O'Reilly Automotive positions in Q4 2023 and 70 closed out, a net change of +107 holders.
  • The largest O'Reilly Automotive buyer in Q4 2023 was Morgan Stanley, an estimated $1.25B added.
  • The largest O'Reilly Automotive seller in Q4 2023 was BlackRock, an estimated $200M sold.

Based on aggregated 13F filings for Q4 2023.