We are live on ! Find out more
ORLY icon

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
FWM
501
Focused Wealth Management
New York
$2K
NES
502
New England Securities
New York
$2K +$613 +60 +33%
KT
503
Kanaly Trust
Texas
$1K
TFA
504
Transamerica Financial Advisors
Florida
$1K
EAM
505
EverPoint Asset Management
Connecticut
-$22.8M -2,267,700 Closed
DC
506
Davenport & Co
Virginia
-$18M -1,796,385 Closed
SCM
507
Stevens Capital Management
Pennsylvania
-$12.2M -1,212,015 Closed
AI
508
Analytic Investors
California
-$9.49M -945,765 Closed
Lord, Abbett & Co
509
Lord, Abbett & Co
New Jersey
-$7.53M -750,030 Closed
Point72 Asset Management
510
Point72 Asset Management
Connecticut
-$7.53M -750,000 Closed
PC
511
PointState Capital
New York
-$4.52M -450,000 Closed
Mackenzie Financial
512
Mackenzie Financial
Ontario, Canada
-$2.44M -243,000 Closed
HMS
513
Hanseatic Management Services
New Mexico
-$1.41M -140,400 Closed
CB
514
Chemical Bank
Michigan
-$920K -91,635 Closed
AWCI
515
Alpine Woods Capital Investors
New York
-$753 -75,000 Closed
T
516
TOBAM
France
-$662K -65,940 Closed
DTL
517
Dynamic Technology Lab
Singapore
-$647K -64,440 Closed
GF
518
Gerry Farber
New York
-$602K -60,000 Closed
T
519
TradeWorx
New Jersey
-$583K -58,110 Closed
CG
520
Clinton Group
New York
-$419K -41,775 Closed
TCM
521
Texan Capital Management
Texas
-$386K -38,400 Closed
Massachusetts Financial Services
522
Massachusetts Financial Services
Massachusetts
-$382K -38,055 Closed
BGAM
523
Boussard & Gavaudan Asset Management
United Kingdom
-$297K -29,745 Closed
Two Sigma Investments
524
Two Sigma Investments
New York
-$287K -28,560 Closed
TIP
525
Torray Investment Partners
Maryland
-$276K -27,450 Closed

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.