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O'Reilly Automotive

1,239 hedge funds and large institutions have $45.6B invested in O'Reilly Automotive in 2023 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 434 increasing their positions, 458 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 81

1% more funds holding

Funds holding: 1,2311,239 (+8)

5% less repeat investments, than reductions

Existing positions increased: 434 | Existing positions reduced: 458

3.06% less ownership

Funds ownership: 1,252.44%1,249.37% (-3.1%)

6% less capital invested

Capital invested by funds: $48.4B → $45.6B (-$2.79B)

7% less funds holding in top 10

Funds holding in top 10: 4542 (-3)

13% less call options, than puts

Call options by funds: $479M | Put options by funds: $548M

Holders
1,239
Holders Change
+8
Holders Change %
+0.65%
% of All Funds
19.66%
Holding in Top 10
42
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.67%
% of All Funds
0.67%
New
100
Increased
434
Reduced
458
Closed
81
Calls
$479M
Puts
$548M
Net Calls
-$69.2M
Net Calls Change
+$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NVIM
651
New Vernon Investment Management
Illinois
$1.09M
NIC
652
Northwest Investment Counselors
Oregon
$1.09M
CCM
653
Coldstream Capital Management
Washington
$1.09M -$38.6K -615 -3%
PGIM
654
Pacific Global Investment Management
California
$1.09M +$3.76K +60 +0.3%
FCM
655
Fortis Capital Management
Washington
$1.07M +$141K +2,250 +15%
DT
656
Diversified Trust
Tennessee
$1.07M +$92.2K +1,470 +9%
DAS
657
Dynamic Advisor Solutions
Arizona
$1.07M +$123K +1,965 +13%
GC
658
Gilbert & Cook
Iowa
$1.06M +$107K +1,710 +11%
AAS
659
Avantax Advisory Services
Texas
$1.06M +$231K +3,675 +27%
Capstone Investment Advisors
660
Capstone Investment Advisors
New York
$1.05M +$1.09M +17,340 +28,900%
PL
661
Plancorp LLC
Missouri
$1.05M +$7.53K +120 +0.7%
MCM
662
MAI Capital Management
Ohio
$1.04M -$16K -255 -1%
CCG
663
Cypress Capital Group
Florida
$1.03M +$13.2K +210 +1%
PA
664
PFG Advisors
Arizona
$1.02M
DDPIC
665
Deroy & Devereaux Private Investment Counsel
Michigan
$1.01M
CC
666
Centiva Capital
New York
$1.01M -$487K -7,770 -32%
BFG
667
Bleakley Financial Group
New Jersey
$1.01M -$120K -1,920 -10%
SS
668
Simplicity Solutions
Minnesota
$1.01M -$119K -1,905 -10%
TSW
669
Thompson Siegel & Walmsley
Virginia
$1M -$28.2K -450 -3%
WBC
670
Westpac Banking Corp
Australia
$1,000K +$1.03M +16,500 New
JFGIW
671
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$986K -$62.1K -990 -6%
MWM
672
MorganRosel Wealth Management
Colorado
$961K -$12.2K -195 -1%
BFS
673
Bradley Foster & Sargent
Connecticut
$946K
QI
674
Qtron Investments
Massachusetts
$941K +$505K +8,055 +108%
HWAM
675
Hennion & Walsh Asset Management
New Jersey
$940K +$21.6K +345 +2%

ORLY Hedge Fund Activity: Q3 2023 in Review

1,239 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in O'Reilly Automotive (ORLY) for Q3 2023, worth a combined $45.6B — down 5.8% from $48.4B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new ORLY positions and 81 closed out — a net gain of 19 holders — while 434 added to existing stakes and 458 trimmed.

The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $205M. The largest seller was Arrowstreet Capital, cutting an estimated $153M.

  • 1,239 institutional investors held O'Reilly Automotive (ORLY) as of Q3 2023, up from 1,231 in Q2 2023.
  • Funds reported $45.6B of O'Reilly Automotive stock for Q3 2023, down 5.8% quarter-over-quarter.
  • 100 funds opened new O'Reilly Automotive positions in Q3 2023 and 81 closed out, a net change of +19 holders.
  • The largest O'Reilly Automotive buyer in Q3 2023 was Vaughan Nelson Investment Management, an estimated $205M added.
  • The largest O'Reilly Automotive seller in Q3 2023 was Arrowstreet Capital, an estimated $153M sold.

Based on aggregated 13F filings for Q3 2023.