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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
SWA
776
Sutton Wealth Advisors
Florida
$14.5K +$9.22K +405 +180%
GWS
777
Glassman Wealth Services
Virginia
$14K -$2.05K -90 -13%
PAMU
778
Pictet Asset Management (UK)
United Kingdom
$13.3K -$823K -36,150 -6%
GTAM
779
Global Trust Asset Management
Florida
$13K
AIA
780
Alera Investment Advisors
Illinois
$13K +$12.6K +555 New
RCAG
781
Rehmann Capital Advisory Group
Michigan
$12.1K +$2.39K +105 +25%
AWM
782
Aevitas Wealth Management
Massachusetts
$12K
EARNEST Partners
783
EARNEST Partners
Georgia
$12K
TL
784
TrueWealth LLC
Georgia
$12K
HR
785
Howe & Rusling
New York
$12K +$341 +15 +3%
GT
786
Glenmede Trust
Pennsylvania
$11.3K -$1.27M -55,755 -10%
WWM
787
Willingdon Wealth Management
North Carolina
$11K -$48.1K -2,115 -81%
LWA
788
Lenox Wealth Advisors
New York
$11K
BWL
789
Bogart Wealth LLC
Virginia
$11K +$1.37K +60 +14%
BTNA
790
Bremer Trust National Association
Minnesota
$11K +$10.6K +465 New
WPW
791
Winthrop Partners - WNY
New York
$10.3K
UB
792
UMB Bank
Missouri
$10.1K -$352K -15,480 -3%
ESB
793
Essex Savings Bank
Connecticut
$10K +$9.56K +420 New
Pacer Advisors
794
Pacer Advisors
Pennsylvania
$9K -$2.75M -120,930 -100%
BAM
795
Barrett Asset Management
New York
$9K
CFA
796
Clarfeld Financial Advisors
New York
$8K +$7.85K +345 New
JCM
797
Julex Capital Management
Massachusetts
$8K +$8.88K +390 New
Fidelity International
798
Fidelity International
Bermuda
$7K +$341 +15 +5%
PWM
799
PRW Wealth Management
Massachusetts
$7K +$6.49K +285 New
FTI
800
Fiduciary Trust International
Massachusetts
$7K +$6.83K +300 New

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.