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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
QI
576
QS Investors
New York
$390K
KA
577
Kovack Advisors
Florida
$387K
GWM
578
Geneos Wealth Management
Colorado
$382K +$116K +5,100 +44%
WPW
579
Waldron Private Wealth
Pennsylvania
$382K +$379K +16,665 New
FRM
580
Fox Run Management
Connecticut
$377K +$374K +16,410 New
Parallax Volatility Advisers
581
Parallax Volatility Advisers
California
$375K +$371K +16,320 New
CWAG
582
Compton Wealth Advisory Group
Virginia
$374K +$371K +16,290 New
PAM
583
Peak Asset Management
Colorado
$372K +$13K +570 +4%
ECM
584
Evergreen Capital Management
Washington
$369K -$5.12K -225 -1%
P
585
Pitcairn
Pennsylvania
$365K -$47.8K -2,100 -12%
CA
586
Cambridge Advisors
Nebraska
$365K
EAM
587
Erste Asset Management
Austria
$364K +$362K +15,900 New
KIA
588
KCM Investment Advisors
California
$363K +$64.2K +2,820 +22%
GC
589
Gilbert & Cook
Iowa
$356K +$101K +4,425 +40%
FANJ
590
Financial Architects (New Jersey)
New Jersey
$354K +$73.8K +3,240 +27%
WHG
591
Westwood Holdings Group
Texas
$353K
EFS
592
Essex Financial Services
Connecticut
$352K
AWCI
593
Alpine Woods Capital Investors
New York
$352K +$7.17K +315 +2%
PPCM
594
Pillar Pacific Capital Management
California
$351K
TRCT
595
Tower Research Capital (TRC)
New York
$348K +$216K +9,495 +167%
NA
596
Nottingham Advisors
New York
$347K
SWP
597
Stratos Wealth Partners
Ohio
$347K +$16.4K +720 +5%
GRQ
598
Gardner Russo & Quinn
Pennsylvania
$344K
VWM
599
Venturi Wealth Management
Texas
$344K +$340K +14,925 New
Truist Financial
600
Truist Financial
North Carolina
$343K +$15.4K +675 +5%

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.