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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
MUS
751
Mitsubishi UFJ Securities
Japan
$34K
PFSC
752
Peoples Financial Services Corp
Pennsylvania
$34K
ZB
753
Zions Bancorporation
Utah
$34K +$3.07K +135 +10%
BCA
754
Berman Capital Advisors
Georgia
$31K +$31.8K +1,395 New
CMBA
755
C.M. Bidwell & Associates
Hawaii
$28K +$27.3K +1,200 New
AssetMark Inc
756
AssetMark Inc
California
$27K -$68.3K -3,000 -72%
BWM
757
BerganKDV Wealth Management
Minnesota
$27K
CHP
758
Cable Hill Partners
Oregon
$27K
MFW
759
Mosaic Family Wealth
Missouri
$27K
RE
760
RBC Europe
United Kingdom
$26.5K
MA
761
MCF Advisors
Kentucky
$26K
VEA
762
Virtus ETF Advisers
New York
$25K +$24.9K +1,095 New
VVP
763
Vulcan Value Partners
Alabama
$24K -$70.7K -3,105 -74%
CAPTRUST Financial Advisors
764
CAPTRUST Financial Advisors
North Carolina
$24K +$19.1K +840 +431%
AF
765
Advisornet Financial
Minnesota
$21K
FMII
766
Farmers & Merchants Investments Inc
Nebraska
$21K
MNBTD
767
Moody National Bank Trust Division
Texas
$21K +$21.2K +930 New
GAM
768
Gemmer Asset Management
California
$19K
FC
769
Ferris Capital
Massachusetts
$17K
FRA
770
Front Row Advisors
California
$17K
PWMG
771
Prestige Wealth Management Group
New Jersey
$17K +$16.7K +735 New
RFA
772
Reilly Financial Advisors
California
$17K +$17.1K +750 New
TCOV
773
Trust Company of Vermont
Vermont
$16K -$5.46K -240 -26%
ME
774
McIlrath & Eck
Washington
$15K
WPA
775
West Paces Advisors
Georgia
$14.8K

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.