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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
ACA
801
Atlas Capital Advisors
Wyoming
$6.89K +$6.83K +300 New
TFO
802
Tarbox Family Office
California
$6K
FCA
803
FinTrust Capital Advisors
South Carolina
$6K +$6.15K +270 New
GEA
804
Glen Eagle Advisors
New Jersey
$5.85K
BCI
805
Brinker Capital Investments
Pennsylvania
$5K
FWM
806
Focused Wealth Management
New York
$5K
KPW
807
Kore Private Wealth
New York
$5K +$5.12K +225 New
WOC
808
West Oak Capital
California
$4.82K
FHA
809
Flagship Harbor Advisors
Massachusetts
$4K
LFG
810
LifePlan Financial Group
Ohio
$4K
SMFS
811
Squar Milner Financial Services
California
$4K
WF
812
WealthTrust Fairport
Ohio
$4K
CCMW
813
Cypress Capital Management (Wyoming)
Wyoming
$4K +$3.76K +165 New
EI
814
Ellevest Inc
New York
$4K +$4.1K +180 New
OSAM
815
O'Shaughnessy Asset Management
Connecticut
$4K +$4.1K +180 New
RWA
816
Ropes Wealth Advisors
Massachusetts
$4K +$4.1K +180 New
APW
817
Acima Private Wealth
Virginia
$4K +$4.44K +195 New
CCM
818
Cribstone Capital Management
Maine
$2K
TFS
819
TrustCore Financial Services
Tennessee
$2K
APC
820
Aspire Private Capital
North Carolina
$2K +$1.71K +75 New
EWM
821
Executive Wealth Management
Michigan
$2K +$2.05K +90 New
CTB
822
Country Trust Bank
Illinois
$1K +$1.02K +45 New
GWMIA
823
Global Wealth Management Investment Advisory
Florida
$1K +$1.02K +45 New
NA
824
NewEdge Advisors
Louisiana
$560 +$54.3K +2,385 +11%
Schroder Investment Management Group
825
Schroder Investment Management Group
United Kingdom
$427

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.