O'Reilly Automotive
ORLY
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.
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: 14 → 24 (+10)
28% more capital invested
Capital invested by funds: $13.8B → $17.7B (+$3.92B)
9% more funds holding
Funds holding: 504 → 549 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$163M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$108M |
| 3 |
Bank of New York Mellon
New York
|
+$85.9M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$67.1M |
| 5 |
MVIP
Mar Vista Investment Partners
Los Angeles,
California
|
+$43.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$146M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$86.8M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$47.9M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
-$44.8M |
| 5 |
WG
Winton Group
London,
United Kingdom
|
-$34.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LBG
576
Lloyds Banking Group
London,
United Kingdom
| – | -$217K | -21,660 | Closed |
|
|
MA
577
MUFG Americas
New York
| – | -$195K | -19,500 | Closed |
|
|
PHK
578
Point72 Hong Kong
Hong Kong
| – | -$135K | -13,455 | Closed |
|
|
PCM
579
Prelude Capital Management
New York
| – | -$76K | -7,560 | Closed |
|
580
Twin Tree Management
Dallas,
Texas
| – | -$69K | -6,915 | Closed |
|
|
PVH
581
Psagot Value Holdings
Tel Aviv,
Israel
| – | -$30K | -3,000 | Closed |
|
582
Mirae Asset Global Investments
Seoul,
South Korea
| – | -$18K | -1,800 | Closed |
|
|
PFO
583
Pathstone Family Office
Englewood,
New Jersey
| – | -$13K | -1,305 | Closed |
|
|
PTC
584
Private Trust Company
Cleveland,
Ohio
| – | -$8K | -825 | Closed |
|
|
CA
585
CapWealth Advisors
Franklin,
Tennessee
| – | -$8K | -750 | Closed |
|
|
CG
586
Colony Group
Boston,
Massachusetts
| – | -$5K | -495 | Closed |
|
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.