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O'Reilly Automotive

634 hedge funds and large institutions have $16.5B invested in O'Reilly Automotive in 2017 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 220 increasing their positions, 232 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

12% more call options, than puts

Call options by funds: $189M | Put options by funds: $168M

5% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 94

0% less funds holding

Funds holding: 637634 (-3)

5% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 232

12% less capital invested

Capital invested by funds: $18.8B → $16.5B (-$2.33B)

113.51% less ownership

Funds ownership: 1,415.68%1,302.17% (-114%)

Holders
634
Holders Change
-3
Holders Change %
-0.47%
% of All Funds
15.81%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.42%
New
99
Increased
220
Reduced
232
Closed
94
Calls
$189M
Puts
$168M
Net Calls
+$20.6M
Net Calls Change
-$60M
Name Holding Trade Value Shares
Change
Change in
Stake
TMAM
701
Tokio Marine Asset Management
Japan
-$224K -15,390 Closed
SS
702
Simplicity Solutions
Minnesota
-$221K -15,135 Closed
YMRC
703
Yorktown Management & Research Company
Virginia
-$219K -15,000 Closed
BIG
704
Bellwether Investment Group
Tennessee
-$207K -14,220 Closed
TSS
705
Two Sigma Securities
New York
-$203K -13,950 Closed
NAM
706
North American Management
Massachusetts
-$202K -13,875 Closed
WHG
707
Westwood Holdings Group
Texas
-$168K -11,550 Closed
SC
708
SRB Corp
Massachusetts
-$161K -11,025 Closed
EAM
709
Exane Asset Management
France
-$93K -6,375 Closed
PAI
710
Pittenger & Anderson Inc
Nebraska
-$92K -6,300 Closed
NAMA
711
Nikko Asset Management Americas
New York
-$87K -6,000 Closed
ACM
712
Americafirst Capital Management
California
-$67K -4,605 Closed
DSN
713
D. Scott Neal
Kentucky
-$60K -4,125 Closed
AIM
714
Acrospire Investment Management
Illinois
-$44K -3,000 Closed
SNT
715
Security National Trust
West Virginia
-$44K -3,000 Closed
AIM
716
Advantage Investment Management
Iowa
-$40K -2,760 Closed
HR
717
Howe & Rusling
New York
-$33K -2,250 Closed
RBC
718
Roble Belko & Company
Pennsylvania
-$17K -1,200 Closed
IR
719
Invictus RG
Bermuda
-$16K -1,065 Closed
SIAS
720
Shine Investment Advisory Services
Colorado
-$10K -675 Closed
WEC
721
Winslow Evans & Crocker
Massachusetts
-$9.19K -630 Closed
FC
722
Ferris Capital
Massachusetts
-$9K -615 Closed
SIAP
723
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$9K -585 Closed
MWM
724
MinichMacGregor Wealth Management
New York
-$6K -435 Closed
MIM
725
Macroview Investment Management
Maryland
-$4K -285 Closed

ORLY Hedge Fund Activity: Q3 2017 in Review

634 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in O'Reilly Automotive (ORLY) for Q3 2017, worth a combined $16.5B — down 12% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new ORLY positions and 94 closed out — a net gain of 5 holders — while 220 added to existing stakes and 232 trimmed.

The largest buyer was Vulcan Value Partners, opening a new position worth an estimated $253M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.01B.

  • 634 institutional investors held O'Reilly Automotive (ORLY) as of Q3 2017, down from 637 in Q2 2017.
  • Funds reported $16.5B of O'Reilly Automotive stock for Q3 2017, down 12% quarter-over-quarter.
  • 99 funds opened new O'Reilly Automotive positions in Q3 2017 and 94 closed out, a net change of +5 holders.
  • The largest O'Reilly Automotive buyer in Q3 2017 was Vulcan Value Partners, an estimated $253M added.
  • The largest O'Reilly Automotive seller in Q3 2017 was T. Rowe Price Associates, an estimated $1.01B sold.

Based on aggregated 13F filings for Q3 2017.