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O'Reilly Automotive
ORLY

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: 923 → 799 (-124)

22% less funds holding in top 10

Funds holding in top 10: 32 → 25 (-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

Top Buyers

Rank Fund Capital Flow
1
DCP
D1 Capital Partners
New York
+$1.07B
2
Viking Global Investors
Viking Global Investors
Connecticut
+$257M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$153M
4
Parnassus Investments
Parnassus Investments
California
+$117M
5
VAM
Vontobel Asset Management
New York
+$97.9M

Top Sellers

Rank Fund Capital Flow
1
Polen Capital Management
Polen Capital Management
Florida
-$891M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$396M
3
ACM
Abrams Capital Management
Massachusetts
-$228M
4
Invesco
Invesco
Georgia
-$156M
5
BlackRock
BlackRock
New York
-$134M
Name Holding Trade Value Shares
Change 		Change in
Stake
APW
776
Acima Private Wealth
Virginia
$4K – – –
PCG
777
Private Capital Group
Connecticut
$4K – – –
WOC
778
West Oak Capital
California
$4K – – –
BAM
779
Bellevue Asset Management
Washington
$3K -$383 -15 -13%
LFG
780
LifePlan Financial Group
Ohio
$3K – – –
AP
781
Arlington Partners
Alabama
$3K +$4.22K +165 New
OAM
782
Optimal Asset Management
California
$2.36K +$1.26M +49,425 +73%
SMFS
783
Squar Milner Financial Services
California
$2K -$264K -10,335 -99%
LPWM
784
Lake Point Wealth Management
Texas
$2K – – –
PFGIA
785
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
SFA
786
Semmax Financial Advisors
North Carolina
$2K – – –
TFS
787
TrustCore Financial Services
Tennessee
$2K – – –
M
788
MOTCO
Texas
$2K +$1.92K +75 New
SQA
789
Simon Quick Advisors
New Jersey
$2K +$1.92K +75 +167%
EIP
790
Ellis Investment Partners
Pennsylvania
$2K +$2.68K +105 New
FGAM
791
Financial Gravity Asset Management
Texas
$1.95K -$1.15K -45 -33%
ED
792
Exane Derivatives
France
$1.2K – – –
DCM
793
Davidson Capital Management
Texas
$1K – – –
GTAM
794
Global Trust Asset Management
Florida
$1K – – –
PW
795
Price Wealth
Texas
$1K – – –
CAN
796
Claraphi Advisory Network
United States
$1K +$767 +30 New
ACM
797
Abrams Capital Management
Massachusetts
– -$228M -7,792,140 Closed
WRF
798
Waddell & Reed Financial
Kansas
– -$90.5M -3,096,495 Closed
Balyasny Asset Management
799
Balyasny Asset Management
Illinois
– -$56.4M -1,930,605 Closed
RCM
800
Requisite Capital Management
Texas
– -$5K -1,500,000 Closed
30 31
32
33 34

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.