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O'Reilly Automotive

799 hedge funds and large institutions have $18.6B invested in O'Reilly Automotive in 2020 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 229 increasing their positions, 389 reducing their positions, and 185 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $103M | Put options by funds: $93.3M

3.19% less ownership

Funds ownership: 1,252.76%1,249.57% (-3.2%)

13% less funds holding

Funds holding: 923799 (-124)

22% less funds holding in top 10

Funds holding in top 10: 3225 (-7)

32% less capital invested

Capital invested by funds: $27.6B → $18.6B (-$8.97B)

41% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 389

62% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 185

Holders
799
Holders Change
-124
Holders Change %
-13.43%
% of All Funds
17.61%
Holding in Top 10
25
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.88%
% of All Funds
0.55%
New
71
Increased
229
Reduced
389
Closed
185
Calls
$103M
Puts
$93.3M
Net Calls
+$9.78M
Net Calls Change
+$233M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
751
Flagship Harbor Advisors
Massachusetts
$9K
IF
752
Ironwood Financial
Arizona
$9K
LWA
753
Lenox Wealth Advisors
New York
$9K
RFM
754
Royal Fund Management
Florida
$9K +$6.13K +240 +114%
CWM
755
Cedar Wealth Management
California
$8K -$10.7K -420 -50%
CI
756
CX Institutional
Indiana
$8K -$767 -30 -7%
PWMG
757
Prestige Wealth Management Group
New Jersey
$8K +$7.28K +285 +271%
EWP
758
Engrave Wealth Partners
Texas
$7K -$11.9K -465 -54%
HR
759
Howe & Rusling
New York
$7K -$4.6K -180 -33%
CFFP
760
Center for Financial Planning
Michigan
$7K +$5.37K +210 +140%
NC
761
NewSquare Capital
Pennsylvania
$7K +$8.43K +330 New
GRP
762
Global Retirement Partners
California
$6K -$62.1K -2,430 -89%
BL
763
Balentine LLC
Georgia
$6K -$36K -1,410 -82%
TFO
764
Tarbox Family Office
California
$6K -$3.83K -150 -32%
CFN
765
Cordasco Financial Network
Florida
$6K
FCA
766
FinTrust Capital Advisors
South Carolina
$6K
TIM
767
Tortoise Investment Management
New York
$6K
WCG
768
Weaver Consulting Group
California
$6K
LB
769
Legacy Bridge
Iowa
$6K +$7.67K +300 New
CAC
770
Certified Advisory Corp
Florida
$5K -$13.8K -540 -67%
FWM
771
Focused Wealth Management
New York
$5K
SC
772
Steph & Co
Wisconsin
$5K
KPW
773
Kore Private Wealth
New York
$5K +$3.45K +135 +113%
GEA
774
Glen Eagle Advisors
New Jersey
$4.52K
OSAM
775
O'Shaughnessy Asset Management
Connecticut
$4K -$58.3K -2,280 -92%

ORLY Hedge Fund Activity: Q1 2020 in Review

799 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in O'Reilly Automotive (ORLY) for Q1 2020, worth a combined $18.6B — down 32% from $27.6B a quarter earlier.

Sellers outnumbered buyers: 185 funds closed out of ORLY and 71 opened new positions — a net loss of 114 holders — while 389 trimmed existing stakes and 229 added.

The largest buyer was D1 Capital Partners, adding an estimated $1.07B. The largest seller was Polen Capital Management, cutting an estimated $891M.

  • 799 institutional investors held O'Reilly Automotive (ORLY) as of Q1 2020, down from 923 in Q4 2019.
  • Funds reported $18.6B of O'Reilly Automotive stock for Q1 2020, down 32% quarter-over-quarter.
  • 71 funds opened new O'Reilly Automotive positions in Q1 2020 and 185 closed out, a net change of -114 holders.
  • The largest O'Reilly Automotive buyer in Q1 2020 was D1 Capital Partners, an estimated $1.07B added.
  • The largest O'Reilly Automotive seller in Q1 2020 was Polen Capital Management, an estimated $891M sold.

Based on aggregated 13F filings for Q1 2020.