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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
HR
526
Howe & Rusling
New York
$12K
BPBT
527
Boston Private Bank & Trust
Massachusetts
$10K
WF
528
WealthTrust Fairport
Ohio
$10K
RA
529
Rational Advisors
New York
$10K +$8.79K +750 New
TCOV
530
Trust Company of Vermont
Vermont
$10K +$8.79K +750 New
BGIM
531
Brandywine Global Investment Management
Pennsylvania
$9K -$703 -60 -8%
LNB
532
Ledyard National Bank
$8K
PSC
533
Prentiss Smith & Co
Vermont
$8K +$7.56K +645 New
FPFS
534
First Personal Financial Services
North Carolina
$8K +$7.91K +675 New
HI
535
Hudock Inc
Pennsylvania
$7K
SIG
536
Stanford Investment Group
California
$5K +$4.22K +360 New
CAW
537
Cornerstone Advisors (Washington)
Washington
$4K +$1.41K +120 +73%
ASN
538
Advisory Services Network
Georgia
$4K +$4.04K +345 New
WEC
539
Winslow Evans & Crocker
Massachusetts
$3.47K +$3.16K +270 New
TFO
540
Tarbox Family Office
California
$3K -$352 -30 -12%
FWM
541
Focused Wealth Management
New York
$3K
NES
542
New England Securities
New York
$3K
TF
543
Tompkins Financial
New York
$3K
WOC
544
West Oak Capital
California
$2.7K
CLOS
545
Compagnie Lombard Odier SCmA
Switzerland
$2K -$413K -35,235 -100%
BBHC
546
Brown Brothers Harriman & Co
New York
$2K -$63.6K -5,430 -97%
EFSCE
547
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
KT
548
Kanaly Trust
Texas
$1K
TFA
549
Transamerica Financial Advisors
Florida
$1K +$352 +30 +200%
BRWA
550
B. Riley Wealth Advisors
Florida
$62 +$56.8K +4,845 New

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.