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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
BCM
701
Brookstone Capital Management
Illinois
$841K +$385K +6,135 +78%
FNBOH
702
First National Bank of Hutchinson
Kansas
$833K +$161K +2,565 +23%
RDWM
703
Red Door Wealth Management
Tennessee
$830K -$189K -3,015 -18%
JIC
704
Johnson Investment Counsel
Ohio
$829K +$141K +2,250 +20%
MFS
705
Mirabella Financial Services
United Kingdom
$828K -$1.09M -17,310 -56%
CCIA
706
Campbell & Co Investment Adviser
Maryland
$826K -$223K -3,555 -21%
CL
707
Choreo LLC
Illinois
$825K -$2.82K -45 -0.3%
SPA
708
Sherbrooke Park Advisers
New York
$818K +$847K +13,500 New
FDCDDQ
709
Federation des caisses Desjardins du Quebec
Quebec, Canada
$818K -$79K -1,260 -9%
LOAMU
710
Lombard Odier Asset Management (USA)
New York
$816K +$845K +13,470 New
SPC
711
Sigma Planning Corp
Michigan
$810K -$28.2K -450 -3%
FTDI
712
First Trust Direct Indexing
Massachusetts
$799K +$120K +1,920 +17%
GA
713
Geller Advisors
New York
$791K
MIM
714
Morningstar Investment Management
Illinois
$790K
FMAEN1
715
Fund Management at Engine No 1
California
$785K +$67.7K +1,080 +9%
ONB
716
Old National Bancorp
Indiana
$784K -$243K -3,870 -23%
IAS
717
Insigneo Advisory Services
Florida
$784K +$247K +3,945 +44%
SWA
718
Stratos Wealth Advisors
Ohio
$783K +$11.3K +180 +1%
KA
719
Klingman & Associates
New York
$778K -$941 -15 -0.1%
PI
720
PFG Investments
New York
$778K +$378K +6,030 +89%
Vontobel Holding
721
Vontobel Holding
Switzerland
$773K -$134K -2,130 -14%
HI
722
Horizon Investments
North Carolina
$760K -$33.9K -540 -4%
GCP
723
GSA Capital Partners
United Kingdom
$753K +$185K +2,955 +31%
BP
724
Ballentine Partners
Massachusetts
$751K -$6.59K -105 -0.8%
IIM
725
Ipswich Investment Management
Massachusetts
$750K

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.