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O'Reilly Automotive
ORLY

1,331 hedge funds and large institutions have $48.7B invested in O'Reilly Automotive in 2023 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 438 increasing their positions, 491 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 70

56.8% more ownership

Funds ownership: 1,249.37% → 1,306.18% (+57%)

7% more funds holding

Funds holding: 1,240 → 1,331 (+91)

7% more capital invested

Capital invested by funds: $45.6B → $48.7B (+$3.1B)

6% less call options, than puts

Call options by funds: $510M | Put options by funds: $544M

11% less repeat investments, than reductions

Existing positions increased: 438 | Existing positions reduced: 491

17% less funds holding in top 10

Funds holding in top 10: 42 → 35 (-7)

Holders
1,331
Holders Change
+91
Holders Change %
+7.34%
% of All Funds
19.4%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.51%
New
177
Increased
438
Reduced
491
Closed
70
Calls
$510M
Puts
$544M
Net Calls
-$34.2M
Net Calls Change
+$35M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.25B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$376M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$150M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$150M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
+$144M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$200M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$185M
3
Aberdeen Group
Aberdeen Group
United Kingdom
-$164M
4
Goldman Sachs
Goldman Sachs
New York
-$156M
5
PI
Putnam Investments
Massachusetts
-$135M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMLI
1001
Fukoku Mutual Life Insurance
Japan
$314K – – –
I
1002
InceptionR
California
$313K -$100K -1,590 -24%
FP
1003
Foundry Partners
Minnesota
$313K – – –
VCA
1004
Verdence Capital Advisors
Maryland
$313K +$13.3K +210 +4%
KIA
1005
KLR Investment Advisors
Rhode Island
$311K -$8.53K -135 -3%
WCWM
1006
Willow Creek Wealth Management
California
$310K – – –
BBHC
1007
Brown Brothers Harriman & Co
New York
$308K -$3.79K -60 -1%
NGA
1008
Naples Global Advisors
Florida
$306K – – –
FTIS
1009
First Trust Investment Solutions
Florida
$305K +$304K +4,815 New
PVI
1010
Pine Valley Investments
New Jersey
$303K -$623K -9,855 -67%
MIH
1011
Meitav Investment House
Israel
$303K – – –
MCCP
1012
Mission Creek Capital Partners
California
$301K – – –
MMA
1013
Miracle Mile Advisors
California
$292K +$291K +4,605 New
CSPIA
1014
Cary Street Partners Investment Advisory
Virginia
$292K +$66.4K +1,050 +30%
VWM
1015
Valley Wealth Managers
New Jersey
$290K -$4.74K -75 -2%
DWA
1016
Douglass Winthrop Advisors
New York
$290K +$289K +4,575 New
PP
1017
PDS Planning
Ohio
$289K -$14.2K -225 -5%
THWM
1018
Taylor Hoffman Wealth Management
Virginia
$289K – – –
SGK
1019
Steigerwald Gordon & Koch
Virginia
$286K +$29.4K +465 +11%
C
1020
Certuity
Florida
$285K +$284K +4,500 New
GL
1021
Graypoint LLC
New York
$285K +$32.2K +510 +13%
VI
1022
Versor Investments
New York
$285K +$284K +4,500 New
FIM
1023
Fruth Investment Management
Texas
$285K – – –
WA
1024
Waverly Advisors
Alabama
$284K +$283K +4,485 New
PCG
1025
Prosperity Consulting Group
Maryland
$283K +$282K +4,470 New
39 40
41
42 43

ORLY Hedge Fund Activity: Q4 2023 in Review

1,331 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in O'Reilly Automotive (ORLY) for Q4 2023, worth a combined $48.7B — up 6.8% from $45.6B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new ORLY positions and 70 closed out — a net gain of 107 holders — while 438 added to existing stakes and 491 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.25B. The largest seller was BlackRock, cutting an estimated $200M.

  • 1,331 institutional investors held O'Reilly Automotive (ORLY) as of Q4 2023, up from 1,240 in Q3 2023.
  • Funds reported $48.7B of O'Reilly Automotive stock for Q4 2023, up 6.8% quarter-over-quarter.
  • 177 funds opened new O'Reilly Automotive positions in Q4 2023 and 70 closed out, a net change of +107 holders.
  • The largest O'Reilly Automotive buyer in Q4 2023 was Morgan Stanley, an estimated $1.25B added.
  • The largest O'Reilly Automotive seller in Q4 2023 was BlackRock, an estimated $200M sold.

Based on aggregated 13F filings for Q4 2023.