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O'Reilly Automotive

676 hedge funds and large institutions have $23.6B invested in O'Reilly Automotive in 2016 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 194 increasing their positions, 307 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,348.71% more ownership

Funds ownership: 0%1,348.71% (+1,349%)

0% less capital invested

Capital invested by funds: $23.7B → $23.6B (-$28.8M)

7% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 83

3% less funds holding

Funds holding: 695676 (-19)

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

37% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 307

42% less call options, than puts

Call options by funds: $60.9M | Put options by funds: $106M

Holders
676
Holders Change
-19
Holders Change %
-2.73%
% of All Funds
16.9%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.5%
New
77
Increased
194
Reduced
307
Closed
83
Calls
$60.9M
Puts
$106M
Net Calls
-$44.9M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VFM
501
Viking Fund Management
North Dakota
$418K +$411K +22,500 New
PCM
502
Pointe Capital Management
Michigan
$418K -$331K -18,135 -45%
SIA
503
Starfire Investment Advisers
Michigan
$418K
MC
504
Montag & Caldwell
Georgia
$414K +$15.1K +825 +4%
EFS
505
Essex Financial Services
Connecticut
$410K
MYLI
506
Meiji Yasuda Life Insurance
Japan
$398K -$866K -47,400 -69%
LPT
507
Legacy Private Trust
Wisconsin
$393K -$24.7K -1,350 -6%
IIM
508
Ipswich Investment Management
Massachusetts
$390K
SF
509
Synovus Financial
Georgia
$389K +$61.6K +3,375 +19%
DADC
510
D.A. Davidson & Co
Montana
$384K -$143K -7,815 -27%
Cetera Investment Advisers
511
Cetera Investment Advisers
Illinois
$382K +$36.4K +1,995 +11%
CL
512
Choreo LLC
Illinois
$379K +$66.6K +3,645 +22%
SCA
513
Salient Capital Advisors
Texas
$379K +$373K +20,400 New
AHC
514
Adell Harriman & Carpenter
Texas
$379K -$17.5K -960 -4%
ACP
515
Ashfield Capital Partners
California
$374K +$8.77K +480 +2%
LOAME
516
Lombard Odier Asset Management (Europe)
United Kingdom
$371K
WAM
517
Wealthspire Advisors (Maryland)
Maryland
$363K -$39.5K -2,160 -10%
NCIM
518
New Century Investment Management
Michigan
$362K -$1.21M -66,000 -77%
SW
519
SVB Wealth
Massachusetts
$362K -$9.59K -525 -3%
SMC
520
Smith, Moore & Co
Missouri
$353K +$1.1K +60 +0.3%
LNWWM
521
Laird Norton Wetherby Wealth Management
California
$342K -$3.29K -180 -1%
II
522
IFM Investors
Australia
$340K +$335K +18,330 New
PL
523
Plancorp LLC
Missouri
$336K +$331K +18,105 New
DC
524
Davenport & Co
Virginia
$323K +$16.4K +900 +5%
FTI
525
Fiduciary Trust International
Massachusetts
$322K +$42.7K +2,340 +16%

ORLY Hedge Fund Activity: Q4 2016 in Review

676 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in O'Reilly Automotive (ORLY) for Q4 2016, worth a combined $23.6B — down 0.12% from $23.7B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of ORLY and 77 opened new positions — a net loss of 6 holders — while 307 trimmed existing stakes and 194 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $751M. The largest seller was OppenheimerFunds, cutting an estimated $177M.

  • 676 institutional investors held O'Reilly Automotive (ORLY) as of Q4 2016, down from 695 in Q3 2016.
  • Funds reported $23.6B of O'Reilly Automotive stock for Q4 2016, down 0.12% quarter-over-quarter.
  • 77 funds opened new O'Reilly Automotive positions in Q4 2016 and 83 closed out, a net change of -6 holders.
  • The largest O'Reilly Automotive buyer in Q4 2016 was T. Rowe Price Associates, an estimated $751M added.
  • The largest O'Reilly Automotive seller in Q4 2016 was OppenheimerFunds, an estimated $177M sold.

Based on aggregated 13F filings for Q4 2016.