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O'Reilly Automotive

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.

New
Increased
Maintained
Reduced
Closed

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: 1424 (+10)

28% more capital invested

Capital invested by funds: $13.8B → $17.7B (+$3.92B)

9% more funds holding

Funds holding: 504549 (+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

Holders
549
Holders Change
+45
Holders Change %
+8.93%
% of All Funds
14.64%
Holding in Top 10
24
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+71.43%
% of All Funds
0.64%
New
89
Increased
157
Reduced
228
Closed
37
Calls
$43.4M
Puts
$55.9M
Net Calls
-$12.5M
Net Calls Change
+$37.4M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$69M -$21.5M -1,837,215 -25%
Schroder Investment Management Group
52
Schroder Investment Management Group
United Kingdom
$64.8M +$14M +1,196,820 +31%
NFA
53
Nationwide Fund Advisors
Ohio
$64.3M -$2.41M -205,245 -4%
WA
54
Wasatch Advisors
Utah
$63M +$117K +10,005 +0.2%
RFC
55
Russell Frank Company
Washington
$62M +$21.6M +1,843,785 +63%
CS
56
Credit Suisse
Switzerland
$60.8M -$6.38M -544,305 -10%
Dimensional Fund Advisors
57
Dimensional Fund Advisors
Texas
$59.6M +$1.26M +107,415 +2%
B
58
Baird
Wisconsin
$56.5M -$5.58M -476,310 -10%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$54.9M -$5.75M -490,290 -10%
TA
60
Teachers Advisors
New York
$50.9M -$3.82M -326,220 -8%
Sumitomo Mitsui Trust Group
61
Sumitomo Mitsui Trust Group
Japan
$49M -$2.15M -183,090 -5%
Charles Schwab
62
Charles Schwab
California
$47.9M +$1.37M +116,895 +3%
BlackRock
63
BlackRock
New York
$47.9M +$2.28M +194,700 +6%
MVIP
64
Mar Vista Investment Partners
California
$47.3M +$43.1M +3,681,270 New
JIM
65
Jupiter Investment Management
United Kingdom
$45.6M +$3.58M +305,790 +9%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$44.4M +$446K +38,025 +1%
State of Wisconsin Investment Board
67
State of Wisconsin Investment Board
Wisconsin
$42.9M -$4.44M -379,200 -10%
TD Asset Management
68
TD Asset Management
Ontario, Canada
$40.7M -$598K -51,015 -2%
Ameriprise
69
Ameriprise
Minnesota
$40.3M +$15.5M +1,326,510 +73%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$40M -$671K -57,270 -2%
Morgan Stanley
71
Morgan Stanley
New York
$38.9M +$12.5M +1,069,470 +55%
MSA
72
Mason Street Advisors
Wisconsin
$38.4M -$3.79M -323,730 -10%
AQR Capital Management
73
AQR Capital Management
Connecticut
$38.2M +$5.97M +509,610 +21%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$38.1M +$340K +29,055 +1%
AIMCA
75
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$37.9M +$4.32M +369,000 +14%

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.