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O'Reilly Automotive

1,386 hedge funds and large institutions have $56.4B invested in O'Reilly Automotive in 2024 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 458 increasing their positions, 537 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 87

16% more capital invested

Capital invested by funds: $48.7B → $56.4B (+$7.66B)

11% more funds holding in top 10

Funds holding in top 10: 3539 (+4)

4% more funds holding

Funds holding: 1,3301,386 (+56)

15% less repeat investments, than reductions

Existing positions increased: 458 | Existing positions reduced: 537

23% less call options, than puts

Call options by funds: $451M | Put options by funds: $589M

32.75% less ownership

Funds ownership: 1,306.18%1,273.43% (-33%)

Holders
1,386
Holders Change
+56
Holders Change %
+4.21%
% of All Funds
19.97%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.56%
New
158
Increased
458
Reduced
537
Closed
87
Calls
$451M
Puts
$589M
Net Calls
-$138M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
IAS
726
Insigneo Advisory Services
Florida
$1.08M +$8.39K +120 +0.8%
DT
727
Diversified Trust
Tennessee
$1.08M -$188K -2,685 -16%
FCP
728
Fidelis Capital Partners
Florida
$1.08M +$105K +1,500 +12%
BP
729
Ballentine Partners
Massachusetts
$1.08M +$40.9K +585 +4%
Lido Advisors
730
Lido Advisors
California
$1.08M +$68.2K +975 +7%
MWM
731
Modern Wealth Management
Kansas
$1.07M +$38.8K +555 +4%
KCM
732
Kathmere Capital Management
Pennsylvania
$1.07M +$44.1K +630 +5%
GCM
733
Greenland Capital Management
New York
$1.05M +$980K +14,010 New
RDWM
734
Red Door Wealth Management
Tennessee
$1.05M
FTIS
735
First Trust Investment Solutions
Florida
$1.04M +$633K +9,045 +188%
MA
736
MCF Advisors
Kentucky
$1.03M +$105K +1,500 +12%
PIM
737
Plato Investment Management
Australia
$1.01M +$888K +12,690 +1,596%
CIA
738
CCM Investment Advisers
South Carolina
$1.01M -$284K -4,065 -23%
AWM
739
AE Wealth Management
Kansas
$1.01M -$3.02M -43,230 -76%
MIM
740
Morningstar Investment Management
Illinois
$1.01M
GA
741
Geller Advisors
New York
$999K +$15.7K +225 +2%
SLI
742
Sumitomo Life Insurance
Japan
$997K -$32.5K -465 -3%
HI
743
Horizon Investments
North Carolina
$989K +$62.9K +900 +7%
PAS
744
Park Avenue Securities
New York
$985K -$409K -5,850 -31%
SWA
745
Stratos Wealth Advisors
Ohio
$982K +$9.44K +135 +1%
EI
746
Ethic Inc
New York
$979K -$616K -8,805 -40%
JFGIW
747
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$979K +$8.39K +120 +0.9%
CCA
748
Catalyst Capital Advisors
New York
$978K +$130K +1,860 +17%
MWM
749
Mission Wealth Management
California
$977K +$249K +3,555 +38%
Vontobel Holding
750
Vontobel Holding
Switzerland
$972K +$119K +1,695 +15%

ORLY Hedge Fund Activity: Q1 2024 in Review

1,386 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in O'Reilly Automotive (ORLY) for Q1 2024, worth a combined $56.4B — up 16% from $48.7B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new ORLY positions and 87 closed out — a net gain of 71 holders — while 458 added to existing stakes and 537 trimmed.

The largest buyer was Franklin Resources, adding an estimated $538M. The largest seller was Morgan Stanley, cutting an estimated $1.39B.

  • 1,386 institutional investors held O'Reilly Automotive (ORLY) as of Q1 2024, up from 1,330 in Q4 2023.
  • Funds reported $56.4B of O'Reilly Automotive stock for Q1 2024, up 16% quarter-over-quarter.
  • 158 funds opened new O'Reilly Automotive positions in Q1 2024 and 87 closed out, a net change of +71 holders.
  • The largest O'Reilly Automotive buyer in Q1 2024 was Franklin Resources, an estimated $538M added.
  • The largest O'Reilly Automotive seller in Q1 2024 was Morgan Stanley, an estimated $1.39B sold.

Based on aggregated 13F filings for Q1 2024.