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O'Reilly Automotive

827 hedge funds and large institutions have $23.1B invested in O'Reilly Automotive in 2018 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 257 increasing their positions, 310 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 61

10% more funds holding

Funds holding: 751827 (+76)

9% more funds holding in top 10

Funds holding in top 10: 3336 (+3)

3% less capital invested

Capital invested by funds: $23.9B → $23.1B (-$814M)

11.62% less ownership

Funds ownership: 1,284.77%1,273.15% (-12%)

17% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 310

31% less call options, than puts

Call options by funds: $162M | Put options by funds: $233M

Holders
827
Holders Change
+76
Holders Change %
+10.12%
% of All Funds
18.43%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.8%
New
142
Increased
257
Reduced
310
Closed
61
Calls
$162M
Puts
$233M
Net Calls
-$71.2M
Net Calls Change
+$5.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
501
Acropolis Investment Management
Missouri
$635K +$67.6K +2,970 +12%
NIT
502
NumerixS Investment Technologies
British Columbia, Canada
$615K -$444K -19,500 -42%
PP
503
Paloma Partners
Connecticut
$614K -$701K -30,810 -54%
WJA
504
Williams Jones & Associates
New York
$610K +$5.8K +255 +1%
FWM
505
Frontier Wealth Management
Missouri
$598K -$42.7K -1,875 -7%
CCA
506
Cobblestone Capital Advisors
New York
$598K -$5.12K -225 -0.9%
LNWWM
507
Laird Norton Wetherby Wealth Management
California
$596K +$341 +15 +0.1%
RJT
508
Raymond James Trust
Florida
$594K +$57.7K +2,535 +11%
CC
509
Chicago Capital
Illinois
$592K
WP
510
WMS Partners
Maryland
$585K
FIA
511
Foundations Investment Advisors
Arizona
$582K -$34.1K -1,500 -6%
EIA
512
Edgemoor Investment Advisors
Maryland
$577K
SYBT
513
Stock Yards Bank & Trust
Kentucky
$576K +$15.4K +675 +3%
OAMU
514
Ostrum Asset Management US
New York
$568K +$564K +24,765 New
WMSA
515
Weiss Multi-Strategy Advisers
New York
$567K +$562K +24,705 New
BC
516
Brinker Capital
Pennsylvania
$562K -$5.46K -240 -1%
ONB
517
Old National Bancorp
Indiana
$556K +$44.4K +1,950 +9%
SCM
518
SkyTop Capital Management
New Jersey
$551K -$307K -13,500 -36%
KRSITF
519
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$546K +$21.5K +945 +4%
CI
520
Conning Inc
Connecticut
$536K -$106K -4,650 -17%
BFG
521
Beacon Financial Group
Texas
$535K -$36.9K -1,620 -6%
HMS
522
Hanseatic Management Services
New Mexico
$524K +$520K +22,830 New
ALAM
523
Asahi Life Asset Management
Japan
$520K +$516K +22,650 New
Northwestern Mutual Wealth Management
524
Northwestern Mutual Wealth Management
Wisconsin
$513K -$6.15K -270 -1%
MWA
525
Meridian Wealth Advisors
Texas
$505K +$501K +22,020 New

ORLY Hedge Fund Activity: Q4 2018 in Review

827 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in O'Reilly Automotive (ORLY) for Q4 2018, worth a combined $23.1B — down 3.4% from $23.9B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new ORLY positions and 61 closed out — a net gain of 81 holders — while 257 added to existing stakes and 310 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $178M. The largest seller was Principal Financial Group, cutting an estimated $146M.

  • 827 institutional investors held O'Reilly Automotive (ORLY) as of Q4 2018, up from 751 in Q3 2018.
  • Funds reported $23.1B of O'Reilly Automotive stock for Q4 2018, down 3.4% quarter-over-quarter.
  • 142 funds opened new O'Reilly Automotive positions in Q4 2018 and 61 closed out, a net change of +81 holders.
  • The largest O'Reilly Automotive buyer in Q4 2018 was Fidelity Investments, an estimated $178M added.
  • The largest O'Reilly Automotive seller in Q4 2018 was Principal Financial Group, an estimated $146M sold.

Based on aggregated 13F filings for Q4 2018.