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O'Reilly Automotive

1,198 hedge funds and large institutions have $44.2B invested in O'Reilly Automotive in 2022 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 390 increasing their positions, 432 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more first-time investments, than exits

New positions opened: 194 | Existing positions closed: 65

20% more capital invested

Capital invested by funds: $37B → $44.2B (+$7.23B)

12.31% more ownership

Funds ownership: 1,249.83%1,262.14% (+12%)

10% more funds holding

Funds holding: 1,0921,198 (+106)

9% more funds holding in top 10

Funds holding in top 10: 4347 (+4)

2% more call options, than puts

Call options by funds: $256M | Put options by funds: $250M

10% less repeat investments, than reductions

Existing positions increased: 390 | Existing positions reduced: 432

Holders
1,198
Holders Change
+106
Holders Change %
+9.71%
% of All Funds
19.26%
Holding in Top 10
47
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.3%
% of All Funds
0.76%
New
194
Increased
390
Reduced
432
Closed
65
Calls
$256M
Puts
$250M
Net Calls
+$5.19M
Net Calls Change
+$188M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
851
SSI Investment Management
California
$375K
PTC
852
Private Trust Company
Ohio
$373K +$4.03K +75 +1%
JC
853
Jacobs & Co
California
$371K
PTC
854
Petrus Trust Company
Texas
$368K +$352K +6,540 New
FMLI
855
Fukoku Mutual Life Insurance
Japan
$367K -$80.7K -1,500 -19%
SS
856
Sunbelt Securities
Texas
$366K +$2.42K +45 +0.7%
IAIM
857
International Assets Investment Management
Florida
$365K +$32.3K +600 +10%
MMPW
858
Mitchell McLeod Pugh & Williams
Alabama
$363K
SBIA
859
Sheaff Brock Investment Advisors
Indiana
$362K +$7.26K +135 +2%
CAGAS
860
Capital Advisory Group Advisory Services
Minnesota
$361K
BP
861
Ballentine Partners
Massachusetts
$360K +$2.42K +45 +0.7%
CG
862
Caprock Group
Idaho
$359K +$70.2K +1,305 +26%
PWPS
863
Pinnacle Wealth Planning Services
Ohio
$357K +$10.5K +195 +3%
WANY
864
Wealthspire Advisors (New York)
New York
$357K +$111K +2,070 +48%
VFA
865
Valeo Financial Advisors
Indiana
$353K +$338K +6,285 New
SM
866
STF Management
Texas
$353K +$337K +6,270 New
FPCP
867
Fort Point Capital Partners
California
$349K
BCM
868
Brookstone Capital Management
Illinois
$347K -$22.6K -420 -6%
CAG
869
Crestwood Advisors Group
Massachusetts
$344K +$19.4K +360 +6%
FPFS
870
First Personal Financial Services
North Carolina
$342K
AB
871
Atlas Brown
Kentucky
$341K -$4.03K -75 -1%
JWCA
872
J.W. Coons Advisors
Ohio
$340K
B
873
Bailard
California
$338K -$4.03K -75 -1%
DP
874
Dearborn Partners
Illinois
$338K +$323K +6,015 New
WWC
875
Waypoint Wealth Counsel
Georgia
$338K +$323K +6,000 New

ORLY Hedge Fund Activity: Q4 2022 in Review

1,198 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in O'Reilly Automotive (ORLY) for Q4 2022, worth a combined $44.2B — up 20% from $37B a quarter earlier.

Buyers outnumbered sellers: 194 funds opened new ORLY positions and 65 closed out — a net gain of 129 holders — while 390 added to existing stakes and 432 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $512M. The largest seller was JP Morgan Chase, cutting an estimated $440M.

  • 1,198 institutional investors held O'Reilly Automotive (ORLY) as of Q4 2022, up from 1,092 in Q3 2022.
  • Funds reported $44.2B of O'Reilly Automotive stock for Q4 2022, up 20% quarter-over-quarter.
  • 194 funds opened new O'Reilly Automotive positions in Q4 2022 and 65 closed out, a net change of +129 holders.
  • The largest O'Reilly Automotive buyer in Q4 2022 was Morgan Stanley, an estimated $512M added.
  • The largest O'Reilly Automotive seller in Q4 2022 was JP Morgan Chase, an estimated $440M sold.

Based on aggregated 13F filings for Q4 2022.