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O'Reilly Automotive

676 hedge funds and large institutions have $18B invested in O'Reilly Automotive in 2017 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 193 increasing their positions, 291 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 59

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

15.82% more ownership

Funds ownership: 1,302.17%1,317.99% (+16%)

9% more capital invested

Capital invested by funds: $16.5B → $18B (+$1.51B)

7% more funds holding

Funds holding: 634676 (+42)

12% less call options, than puts

Call options by funds: $145M | Put options by funds: $164M

34% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 291

Holders
676
Holders Change
+42
Holders Change %
+6.62%
% of All Funds
15.33%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.48%
New
104
Increased
193
Reduced
291
Closed
59
Calls
$145M
Puts
$164M
Net Calls
-$19.6M
Net Calls Change
-$40.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
551
CenterStar Asset Management
Illinois
$213K
FPFS
552
First Personal Financial Services
North Carolina
$210K -$36.8K -2,475 -16%
NA
553
NewEdge Advisors
Louisiana
$208K +$179K +12,015 New
ECM
554
ETrade Capital Management
Virginia
$208K +$193K +12,945 New
CT
555
Clearstead Trust
Maine
$203K
SWP
556
Strategic Wealth Partners
Ohio
$202K +$213K +14,295 New
PMFA
557
Plante Moran Financial Advisors
Michigan
$190K +$64.8K +4,350 +58%
IA
558
IFP Advisors
Florida
$188K -$11.6K -780 -6%
STA
559
Summit Trail Advisors
New York
$187K +$153K +10,260 New
POIA
560
Pin Oak Investment Advisors
Texas
$183K +$169K +11,385 New
II
561
Inspire Investing
Idaho
$178K +$165K +11,115 New
PA
562
Parallel Advisors
California
$177K -$3.13K -210 -2%
FDCDDQ
563
Federation des caisses Desjardins du Quebec
Quebec, Canada
$162K +$2.68K +180 +2%
QCG
564
Quadrant Capital Group
Ohio
$162K +$893 +60 +0.6%
BTIS
565
BB&T Investment Services
North Carolina
$162K +$18.8K +1,260 +15%
ASN
566
Advisory Services Network
Georgia
$162K +$31.5K +2,115 +26%
TRCT
567
Tower Research Capital (TRC)
New York
$157K +$53.6K +3,600 +58%
CFA
568
Carroll Financial Associates
North Carolina
$155K -$5.58K -375 -4%
FMLI
569
Fukoku Mutual Life Insurance
Japan
$152K -$22.3K -1,500 -14%
PCP
570
Proficio Capital Partners
Massachusetts
$152K +$1.56K +105 +1%
GWM
571
Geneos Wealth Management
Colorado
$136K +$11.8K +795 +10%
NIM
572
NuWave Investment Management
New Jersey
$122K +$113K +7,575 New
ARMT
573
Amica Retiree Medical Trust
Rhode Island
$120K
CAM
574
Cacti Asset Management
Georgia
$120K
DBT
575
Dubuque Bank & Trust
Iowa
$116K

ORLY Hedge Fund Activity: Q4 2017 in Review

676 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in O'Reilly Automotive (ORLY) for Q4 2017, worth a combined $18B — up 9.2% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new ORLY positions and 59 closed out — a net gain of 45 holders — while 193 added to existing stakes and 291 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $240M. The largest seller was T. Rowe Price Associates, cutting an estimated $578M.

  • 676 institutional investors held O'Reilly Automotive (ORLY) as of Q4 2017, up from 634 in Q3 2017.
  • Funds reported $18B of O'Reilly Automotive stock for Q4 2017, up 9.2% quarter-over-quarter.
  • 104 funds opened new O'Reilly Automotive positions in Q4 2017 and 59 closed out, a net change of +45 holders.
  • The largest O'Reilly Automotive buyer in Q4 2017 was OppenheimerFunds, an estimated $240M added.
  • The largest O'Reilly Automotive seller in Q4 2017 was T. Rowe Price Associates, an estimated $578M sold.

Based on aggregated 13F filings for Q4 2017.