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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
VFA
476
Virtus Fund Advisers
Connecticut
$18K -$145K -14,235 -89%
Mirae Asset Global Investments
477
Mirae Asset Global Investments
South Korea
$18K +$18.4K +1,800 New
Manulife (Manufacturers Life Insurance)
478
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.9K -$326K -31,980 -2%
MUMSS
479
Mitsubishi UFJ Morgan Stanley Securities
Japan
$15K
PFO
480
Pathstone Family Office
New Jersey
$13K +$13.3K +1,305 New
AP
481
Atwood & Palmer
Missouri
$12K +$11.8K +1,155 New
UB
482
UMB Bank
Missouri
$9.57K +$8.12K +795 +0.1%
FBT
483
Founders Bank & Trust
Michigan
$9K
PMFA
484
Plante Moran Financial Advisors
Michigan
$9K
HR
485
Howe & Rusling
New York
$9K +$9.19K +900 New
PTC
486
Private Trust Company
Ohio
$8K -$21.1K -2,070 -72%
BGIM
487
Brandywine Global Investment Management
Pennsylvania
$8K
CA
488
CapWealth Advisors
Tennessee
$8K
WF
489
WealthTrust Fairport
Ohio
$8K
BPBT
490
Boston Private Bank & Trust
Massachusetts
$8K +$7.66K +750 New
AC
491
Alexandria Capital
Virginia
$7K
HI
492
Hudock Inc
Pennsylvania
$6K
LNB
493
Ledyard National Bank
$6K
CG
494
Colony Group
Massachusetts
$5K +$4.59K +450 +1,000%
TF
495
Tompkins Financial
New York
$3K
TFO
496
Tarbox Family Office
California
$3K +$1.53K +150 +143%
WOC
497
West Oak Capital
California
$2.1K
JFGIW
498
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K -$18.2K -1,785 -89%
EFSCE
499
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$1.38K -135 -47%
CAW
500
Cornerstone Advisors (Washington)
Washington
$2K -$459 -45 -21%

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.