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O'Reilly Automotive

549 hedge funds and large institutions have $17.7B invested in O'Reilly Automotive in 2014 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 157 increasing their positions, 228 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 37

71% more funds holding in top 10

Funds holding in top 10: 1424 (+10)

28% more capital invested

Capital invested by funds: $13.8B → $17.7B (+$3.92B)

9% more funds holding

Funds holding: 504549 (+45)

22% less call options, than puts

Call options by funds: $43.4M | Put options by funds: $55.9M

31% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 228

Holders
549
Holders Change
+45
Holders Change %
+8.93%
% of All Funds
14.64%
Holding in Top 10
24
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+71.43%
% of All Funds
0.64%
New
89
Increased
157
Reduced
228
Closed
37
Calls
$43.4M
Puts
$55.9M
Net Calls
-$12.5M
Net Calls Change
+$37.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PSI
501
Pinnacle Summer Investments
Virginia
$48K
IMS
502
Index Management Solutions
Pennsylvania
$45K -$8.26K -705 -17%
DBT
503
Dubuque Bank & Trust
Iowa
$43K
CCA
504
Catalyst Capital Advisors
New York
$39K
MSFP
505
Mark Sheptoff Financial Planning
Connecticut
$39K
VanEck Associates
506
VanEck Associates
New York
$39K +$35.2K +3,000 New
TWA
507
TCI Wealth Advisors
Arizona
$37K -$2.64K -225 -7%
AP
508
Atwood & Palmer
Missouri
$35K +$17.6K +1,500 +130%
GAM
509
Gemmer Asset Management
California
$32K
JFGIW
510
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32K +$26.4K +2,250 +1,000%
CFS
511
Commonwealth Financial Services
West Virginia
$32K +$28.8K +2,460 New
GT
512
Greenleaf Trust
Michigan
$29K
WTC
513
WhitTier Trust Company
Nevada
$29K
AC
514
Alexandria Capital
Virginia
$28K +$17.2K +1,470 +209%
MFS
515
MSI Financial Services
Massachusetts
$26K -$527 -45 -2%
VFA
516
Virtus Fund Advisers
Connecticut
$23K
Manulife (Manufacturers Life Insurance)
517
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20.6K +$221K +18,840 +1%
GWS
518
Glassman Wealth Services
Virginia
$20K +$18.5K +1,575 New
WA
519
WFG Advisors
Texas
$19K -$8.79K -750 -33%
MUMSS
520
Mitsubishi UFJ Morgan Stanley Securities
Japan
$19K
SC
521
Searle & Co
Connecticut
$19K +$17.6K +1,500 New
TRCT
522
Tower Research Capital (TRC)
New York
$16K -$1.44M -122,865 -99%
KPCM
523
Kings Point Capital Management
New York
$15K +$13.7K +1,170 New
PFG
524
Pacific Financial Group
Washington
$15K +$14.1K +1,200 New
FBT
525
Founders Bank & Trust
Michigan
$12K

ORLY Hedge Fund Activity: Q4 2014 in Review

549 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in O'Reilly Automotive (ORLY) for Q4 2014, worth a combined $17.7B — up 28% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new ORLY positions and 37 closed out — a net gain of 52 holders — while 157 added to existing stakes and 228 trimmed.

The largest buyer was Bank of America, adding an estimated $163M. The largest seller was T. Rowe Price Associates, cutting an estimated $146M.

  • 549 institutional investors held O'Reilly Automotive (ORLY) as of Q4 2014, up from 504 in Q3 2014.
  • Funds reported $17.7B of O'Reilly Automotive stock for Q4 2014, up 28% quarter-over-quarter.
  • 89 funds opened new O'Reilly Automotive positions in Q4 2014 and 37 closed out, a net change of +52 holders.
  • The largest O'Reilly Automotive buyer in Q4 2014 was Bank of America, an estimated $163M added.
  • The largest O'Reilly Automotive seller in Q4 2014 was T. Rowe Price Associates, an estimated $146M sold.

Based on aggregated 13F filings for Q4 2014.