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O'Reilly Automotive

549 hedge funds and large institutions have $17.7B invested in O'Reilly Automotive in 2014 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 157 increasing their positions, 228 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 37

71% more funds holding in top 10

Funds holding in top 10: 1424 (+10)

28% more capital invested

Capital invested by funds: $13.8B → $17.7B (+$3.92B)

9% more funds holding

Funds holding: 504549 (+45)

22% less call options, than puts

Call options by funds: $43.4M | Put options by funds: $55.9M

31% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 228

Holders
549
Holders Change
+45
Holders Change %
+8.93%
% of All Funds
14.64%
Holding in Top 10
24
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+71.43%
% of All Funds
0.64%
New
89
Increased
157
Reduced
228
Closed
37
Calls
$43.4M
Puts
$55.9M
Net Calls
-$12.5M
Net Calls Change
+$37.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MTB
101
Mizuho Trust & Banking
Japan
$25.6M +$173K +14,745 +0.7%
HSBC Holdings
102
HSBC Holdings
United Kingdom
$25.3M +$3.47M +296,310 +18%
QI
103
QS Investors
New York
$25.3M +$13.9M +1,187,205 +152%
Jacobs Levy Equity Management
104
Jacobs Levy Equity Management
New Jersey
$25M +$5.83M +497,160 +34%
HIM
105
Hermes Investment Management
United Kingdom
$24.6M +$2.11M +179,955 +10%
First Trust Advisors
106
First Trust Advisors
Illinois
$24.5M -$4.4M -375,150 -16%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$24.4M +$4.43M +377,985 +25%
Massachusetts Financial Services
108
Massachusetts Financial Services
Massachusetts
$23.8M +$21.7M +1,852,380 New
PIM
109
Provident Investment Management
Michigan
$22.5M -$853K -72,795 -4%
State of Tennessee, Department of Treasury
110
State of Tennessee, Department of Treasury
Tennessee
$22.1M +$17M +1,447,770 +527%
Allianz Asset Management
111
Allianz Asset Management
Germany
$21.8M -$16.5M -1,404,585 -45%
MAA
112
Managed Account Advisors
New Jersey
$21.5M +$4.36M +372,270 +29%
VRS
113
Virginia Retirement Systems
Virginia
$21.2M -$272K -23,190 -1%
DDC
114
DF Dent & Co
Maryland
$21M -$65.9K -5,625 -0.3%
Luther King Capital Management (LKCM)
115
Luther King Capital Management (LKCM)
Texas
$20.4M -$423K -36,105 -2%
Thrivent Financial for Lutherans
116
Thrivent Financial for Lutherans
Minnesota
$20.3M +$979K +83,505 +6%
Axa
117
Axa
France
$20.3M -$3.35M -285,645 -15%
PI
118
PGGM Investments
Netherlands
$19.9M -$795K -67,830 -4%
SG Americas Securities
119
SG Americas Securities
New York
$18.9M -$6.17M -526,725 -26%
RIG
120
Roosevelt Investment Group
New York
$18.7M +$15.1M +1,291,275 +791%
FMW
121
Farr Miller & Washington
District of Columbia
$18.6M +$581K +49,605 +4%
SCM
122
Snyder Capital Management
California
$17.7M -$2.4M -204,915 -13%
Canada Life
123
Canada Life
Manitoba, Canada
$17.7M +$2.62M +223,470 +19%
CT
124
Cambridge Trust
Massachusetts
$16.7M +$130K +11,055 +0.9%
WG
125
Winton Group
United Kingdom
$16.5M -$34.9M -2,982,300 -70%

ORLY Hedge Fund Activity: Q4 2014 in Review

549 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in O'Reilly Automotive (ORLY) for Q4 2014, worth a combined $17.7B — up 28% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new ORLY positions and 37 closed out — a net gain of 52 holders — while 157 added to existing stakes and 228 trimmed.

The largest buyer was Bank of America, adding an estimated $163M. The largest seller was T. Rowe Price Associates, cutting an estimated $146M.

  • 549 institutional investors held O'Reilly Automotive (ORLY) as of Q4 2014, up from 504 in Q3 2014.
  • Funds reported $17.7B of O'Reilly Automotive stock for Q4 2014, up 28% quarter-over-quarter.
  • 89 funds opened new O'Reilly Automotive positions in Q4 2014 and 37 closed out, a net change of +52 holders.
  • The largest O'Reilly Automotive buyer in Q4 2014 was Bank of America, an estimated $163M added.
  • The largest O'Reilly Automotive seller in Q4 2014 was T. Rowe Price Associates, an estimated $146M sold.

Based on aggregated 13F filings for Q4 2014.