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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
SWP
726
Strategic Wealth Partners
Ohio
$66K -$10.6K -465 -14%
JA
727
JOYN Advisors
Georgia
$66K -$6.15K -270 -9%
MOS
728
MGO One Seven
Ohio
$60K +$60.1K +2,640 New
VFA
729
Valeo Financial Advisors
Indiana
$59K -$20.1K -885 -26%
WCM
730
WealthBridge Capital Management
Ohio
$59K +$58K +2,550 New
Rockefeller Capital Management
731
Rockefeller Capital Management
New York
$55K +$35.9K +1,575 +188%
CAM
732
Cresset Asset Management
Illinois
$54K +$53.3K +2,340 New
ADL
733
Asset Dedication LLC
California
$52K
BFEC
734
Benjamin F. Edwards & Company
Missouri
$52K
PCG
735
Private Capital Group
Connecticut
$48K -$19.5K -855 -29%
PB
736
Pinnacle Bancorp
Nebraska
$46K +$45.8K +2,010 New
OFW
737
Omnia Family Wealth
Florida
$45K
LC
738
Lindbrook Capital
California
$43K +$43K +1,890 New
CYG
739
Clean Yield Group
Vermont
$40K +$39.6K +1,740 New
PFBT
740
Parkside Financial Bank & Trust
Missouri
$39K +$8.54K +375 +28%
CIAS
741
Capital Investment Advisory Services
North Carolina
$39K +$38.9K +1,710 New
EFSCE
742
Enterprise Financial Services Corp (EFSC)
Missouri
$38K -$17.4K -765 -32%
AIM
743
Advantage Investment Management
Iowa
$37K +$19.8K +870 +118%
KL
744
KWMG LLC
Kansas
$36K
ClearBridge Investments
745
ClearBridge Investments
New York
$36K +$17.1K +750 +93%
CB
746
CNB Bank
Pennsylvania
$35K +$34.5K +1,515 New
CBT
747
Capital Bank & Trust
California
$34K -$93.2K -4,095 -74%
AP
748
Atwood & Palmer
Missouri
$34K
FCB
749
First Command Bank
Texas
$34K
FCFS
750
First Command Financial Services
Texas
$34K

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.