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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
SFG
1001
Summit Financial Group
West Virginia
$248K -$16K -255 -6%
SGK
1002
Steigerwald Gordon & Koch
Virginia
$245K
CWM
1003
Circle Wealth Management
New Jersey
$244K +$253K +4,035 New
PA
1004
PFW Advisors
Georgia
$243K
PTC
1005
Petrus Trust Company
Texas
$242K
GL
1006
Graypoint LLC
New York
$242K +$19.8K +315 +9%
VA
1007
Valmark Advisers
Ohio
$239K
DWP
1008
Daymark Wealth Partners
Ohio
$239K +$247K +3,945 New
FIC
1009
Family Investment Center
Missouri
$238K
IFWM
1010
Institute for Wealth Management
Colorado
$236K -$2.82K -45 -1%
FFA
1011
First Foundation Advisors
California
$235K -$68.7K -1,095 -22%
SIAM
1012
Sterling Investment Advisors (Missouri)
Missouri
$234K
FWM
1013
FFT Wealth Management
Pennsylvania
$234K +$41.4K +660 +21%
JIC
1014
Joel Isaacson & Co
New York
$233K
LC
1015
Lindbrook Capital
California
$231K +$44.2K +705 +23%
DP
1016
Dearborn Partners
Illinois
$229K +$30.1K +480 +15%
USCWA
1017
U.S. Capital Wealth Advisors
Texas
$229K +$30.1K +480 +15%
BFEC
1018
Benjamin F. Edwards & Company
Missouri
$229K -$16K -255 -6%
S
1019
SimplyRich
California
$229K
BTI
1020
Blue Trust Inc
Georgia
$228K +$65.9K +1,050 +41%
TA
1021
TFG Advisers
Michigan
$225K +$11.3K +180 +5%
LSPW
1022
Lake Street Private Wealth
Illinois
$225K +$27.3K +435 +13%
ILI
1023
Invesco LLC (Illinois)
Illinois
$224K -$5.64K -90 -2%
MFG
1024
Menard Financial Group
Texas
$224K +$25.4K +405 +12%
ANTB
1025
AMG National Trust Bank
Colorado
$223K +$30.1K +480 +15%

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.