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O'Reilly Automotive

698 hedge funds and large institutions have $23.5B invested in O'Reilly Automotive in 2016 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 237 increasing their positions, 306 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 48

3% more funds holding

Funds holding: 680698 (+18)

3% less capital invested

Capital invested by funds: $24.1B → $23.5B (-$649M)

7% less funds holding in top 10

Funds holding in top 10: 3028 (-2)

23% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 306

63% less call options, than puts

Call options by funds: $36.1M | Put options by funds: $98.7M

Holders
698
Holders Change
+18
Holders Change %
+2.65%
% of All Funds
18.6%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.75%
New
72
Increased
237
Reduced
306
Closed
48
Calls
$36.1M
Puts
$98.7M
Net Calls
-$62.6M
Net Calls Change
-$76.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
501
MSI Financial Services
Massachusetts
$521K -$68.4K -4,005 -12%
AP
502
Advisor Partners
California
$508K +$182K +10,650 +62%
WPP
503
Whalerock Point Partners
Rhode Island
$492K
PAG
504
Private Advisor Group
New Jersey
$482K +$343K +20,100 +112%
AHC
505
Adell Harriman & Carpenter
Texas
$481K -$78.1K -4,575 -15%
CAM
506
Cypress Asset Management
Texas
$480K +$141K +8,250 +46%
QT
507
Quantbot Technologies
New York
$479K -$1.51M -88,260 -77%
BA
508
Bristlecone Advisors
Washington
$479K -$60.2K -3,525 -12%
MCM
509
McKinley Capital Management
Alaska
$469K -$105K -6,135 -19%
GIM
510
Groesbeck Investment Management
New Jersey
$465K +$25.6K +1,500 +6%
EIA
511
Edgemoor Investment Advisors
Maryland
$458K
CIA
512
Choate Investment Advisors
Massachusetts
$447K -$238K -13,965 -36%
WAM
513
Wealthspire Advisors (Maryland)
Maryland
$446K +$78.4K +4,590 +23%
KA
514
Kovack Advisors
Florida
$443K -$53.5K -3,135 -11%
IH
515
IFC Holdings
Florida
$441K -$346K -20,280 -46%
SIA
516
Starfire Investment Advisers
Michigan
$441K
CIM
517
CenturyLink Investment Management
Colorado
$439K -$338K -19,815 -45%
AA
518
ALPS Advisors
Colorado
$431K -$111K -6,510 -22%
FIM
519
Fernwood Investment Management
Massachusetts
$430K -$6.4K -375 -2%
LPT
520
Legacy Private Trust
Wisconsin
$430K
PFA
521
Paradigm Financial Advisors
Missouri
$420K
DADC
522
D.A. Davidson & Co
Montana
$415K +$15.9K +930 +4%
MC
523
Montag & Caldwell
Georgia
$414K +$512 +30 +0.1%
Connor, Clark & Lunn Investment Management (CC&L)
524
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$410K +$76.8K +4,500 +25%
SWP
525
Stratos Wealth Partners
Ohio
$408K +$5.63K +330 +1%

ORLY Hedge Fund Activity: Q1 2016 in Review

698 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in O'Reilly Automotive (ORLY) for Q1 2016, worth a combined $23.5B — down 2.7% from $24.1B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new ORLY positions and 48 closed out — a net gain of 24 holders — while 237 added to existing stakes and 306 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $1.69B. The largest seller was Ruane, Cunniff & Goldfarb, cutting an estimated $166M.

  • 698 institutional investors held O'Reilly Automotive (ORLY) as of Q1 2016, up from 680 in Q4 2015.
  • Funds reported $23.5B of O'Reilly Automotive stock for Q1 2016, down 2.7% quarter-over-quarter.
  • 72 funds opened new O'Reilly Automotive positions in Q1 2016 and 48 closed out, a net change of +24 holders.
  • The largest O'Reilly Automotive buyer in Q1 2016 was Royal London Asset Management, an estimated $1.69B added.
  • The largest O'Reilly Automotive seller in Q1 2016 was Ruane, Cunniff & Goldfarb, an estimated $166M sold.

Based on aggregated 13F filings for Q1 2016.