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O'Reilly Automotive

1,239 hedge funds and large institutions have $45.6B invested in O'Reilly Automotive in 2023 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 434 increasing their positions, 458 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 81

1% more funds holding

Funds holding: 1,2311,239 (+8)

5% less repeat investments, than reductions

Existing positions increased: 434 | Existing positions reduced: 458

3.06% less ownership

Funds ownership: 1,252.44%1,249.37% (-3.1%)

6% less capital invested

Capital invested by funds: $48.4B → $45.6B (-$2.79B)

7% less funds holding in top 10

Funds holding in top 10: 4542 (-3)

13% less call options, than puts

Call options by funds: $479M | Put options by funds: $548M

Holders
1,239
Holders Change
+8
Holders Change %
+0.65%
% of All Funds
19.66%
Holding in Top 10
42
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.67%
% of All Funds
0.67%
New
100
Increased
434
Reduced
458
Closed
81
Calls
$479M
Puts
$548M
Net Calls
-$69.2M
Net Calls Change
+$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
851
Deltec Asset Management
New York
$454K +$470K +7,500 New
SAM
852
Summit Asset Management
Tennessee
$451K
WANY
853
Wealthspire Advisors (New York)
New York
$448K +$135K +2,160 +41%
KIC
854
Keating Investment Counselors
Florida
$447K
WA
855
Waddell & Associates
Tennessee
$447K
NRW
856
Nova R Wealth
Kansas
$445K
NAS
857
Nicolet Advisory Services
Wisconsin
$444K +$25.4K +405 +6%
FA
858
FDx Advisors
Illinois
$444K +$48K +765 +12%
PTC
859
Private Trust Company
Ohio
$444K +$47K +750 +11%
NB
860
NBT Bank
New York
$443K
CCB
861
Country Club Bank
Missouri
$442K
TCM
862
Tributary Capital Management
Nebraska
$441K -$113K -1,800 -20%
HSA
863
HBK Sorce Advisory
Pennsylvania
$439K -$8.47K -135 -2%
CI
864
Conning Inc
Connecticut
$437K -$7.53K -120 -2%
II
865
Inspire Investing
Idaho
$437K +$453K +7,215 New
PFA
866
Pathway Financial Advisors
Vermont
$434K
AG
867
Algert Global
California
$434K -$954K -15,210 -68%
CCIA
868
Cherry Creek Investment Advisors
Colorado
$432K -$11.3K -180 -2%
CG
869
Caprock Group
Idaho
$432K +$10.3K +165 +2%
CAG
870
Crestwood Advisors Group
Massachusetts
$430K +$61.2K +975 +16%
Empower Advisory Group
871
Empower Advisory Group
Colorado
$430K +$118K +1,875 +36%
LBWM
872
Left Brain Wealth Management
Illinois
$429K
CC
873
Commons Capital
Massachusetts
$424K +$17.9K +285 +4%
MAM
874
McLean Asset Management
Virginia
$423K
GD
875
Grandfield & Dodd
New York
$419K -$2.82K -45 -0.6%

ORLY Hedge Fund Activity: Q3 2023 in Review

1,239 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in O'Reilly Automotive (ORLY) for Q3 2023, worth a combined $45.6B — down 5.8% from $48.4B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new ORLY positions and 81 closed out — a net gain of 19 holders — while 434 added to existing stakes and 458 trimmed.

The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $205M. The largest seller was Arrowstreet Capital, cutting an estimated $153M.

  • 1,239 institutional investors held O'Reilly Automotive (ORLY) as of Q3 2023, up from 1,231 in Q2 2023.
  • Funds reported $45.6B of O'Reilly Automotive stock for Q3 2023, down 5.8% quarter-over-quarter.
  • 100 funds opened new O'Reilly Automotive positions in Q3 2023 and 81 closed out, a net change of +19 holders.
  • The largest O'Reilly Automotive buyer in Q3 2023 was Vaughan Nelson Investment Management, an estimated $205M added.
  • The largest O'Reilly Automotive seller in Q3 2023 was Arrowstreet Capital, an estimated $153M sold.

Based on aggregated 13F filings for Q3 2023.