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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
CSWM
1151
Cassady Schiller Wealth Management
Ohio
$23.6K +$24.5K +390 New
JWA
1152
JFS Wealth Advisors
Pennsylvania
$22.7K
C
1153
Covestor
United Kingdom
$22K
BIA
1154
Bell Investment Advisors
California
$21.8K -$4.7K -75 -17%
RFG
1155
RFP Financial Group
Georgia
$21.8K
CPG
1156
Cornerstone Planning Group
New Jersey
$20.9K -$2.82K -45 -12%
GEA
1157
Glen Eagle Advisors
New Jersey
$20.9K
AAG
1158
Armstrong Advisory Group
Massachusetts
$20K +$5.64K +90 +38%
RW
1159
RVW Wealth
California
$19.1K +$19.8K +315 New
OCM
1160
Osterweis Capital Management
California
$18.2K
HB
1161
Horizon Bancorp
Indiana
$16K -$34.8K -555 -67%
LSA
1162
Leonteq Securities AG
Switzerland
$15.5K -$71.5K -1,140 -82%
HCP
1163
Hexagon Capital Partners
Arkansas
$15.5K -$3.76K -60 -19%
EBA
1164
Eagle Bay Advisors
New York
$14.5K
IRAG
1165
Investment Research & Advisory Group
Georgia
$14.5K
DAM
1166
Delta Asset Management
Tennessee
$13.6K
FWM
1167
Focused Wealth Management
New York
$13.6K
KFI
1168
Key Financial Inc
Pennsylvania
$13.6K +$1.88K +30 +15%
FCAS
1169
First Command Advisory Services
Texas
$13.6K +$14.1K +225 New
WOC
1170
West Oak Capital
California
$13K
AWM
1171
Abound Wealth Management
Tennessee
$12.7K +$941 +15 +8%
FCA
1172
FinTrust Capital Advisors
South Carolina
$12.7K +$8.47K +135 +180%
NRG
1173
Nemes Rush Group
Michigan
$12.7K +$8.47K +135 +180%
CAM
1174
Chesapeake Asset Management
New York
$12.7K
PP
1175
PFS Partners
New Jersey
$11.8K

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.