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O'Reilly Automotive

751 hedge funds and large institutions have $23.9B invested in O'Reilly Automotive in 2018 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 230 increasing their positions, 307 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 55

43% more funds holding in top 10

Funds holding in top 10: 2333 (+10)

24% more capital invested

Capital invested by funds: $19.2B → $23.9B (+$4.69B)

2% more funds holding

Funds holding: 734751 (+17)

4.05% less ownership

Funds ownership: 1,288.82%1,284.77% (-4%)

25% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 307

35% less call options, than puts

Call options by funds: $141M | Put options by funds: $218M

Holders
751
Holders Change
+17
Holders Change %
+2.32%
% of All Funds
17.17%
Holding in Top 10
33
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+43.48%
% of All Funds
0.75%
New
79
Increased
230
Reduced
307
Closed
55
Calls
$141M
Puts
$218M
Net Calls
-$76.6M
Net Calls Change
-$34.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
101
Huntington National Bank
Ohio
$37.1M +$5.32M +250,410 +19%
EVM
102
Eaton Vance Management
Massachusetts
$36.7M -$23.3K -1,095 -0.1%
WCM
103
Wedge Capital Management
North Carolina
$36.5M +$33.5M +1,576,290 New
Adage Capital Partners
104
Adage Capital Partners
Massachusetts
$36.3M -$1.72M -81,000 -5%
KBC Group
105
KBC Group
Belgium
$35M +$12.6M +594,420 +65%
PCM
106
PAR Capital Management
Massachusetts
$34.7M
National Pension Service
107
National Pension Service
South Korea
$33.8M -$119K -5,595 -0.4%
NA
108
Neuburgh Advisers
California
$33.5M -$1.45M -68,160 -4%
Prudential Financial
109
Prudential Financial
New Jersey
$33.4M +$23.6K +1,110 +0.1%
SGAM
110
Smith Group Asset Management
Texas
$33.3M +$30.5M +1,436,250 New
SEI Investments
111
SEI Investments
Pennsylvania
$30.3M -$1.7M -79,860 -6%
MNG
112
Manning & Napier Group
New York
$29.3M -$61.2M -2,878,815 -69%
SI
113
Scout Investments
Missouri
$29.3M +$13.5M +634,230 +101%
AAM
114
Ardevora Asset Management
United Kingdom
$28.6M -$5.04M -237,000 -16%
Manulife (Manufacturers Life Insurance)
115
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28.4M -$28.9M -1,361,535 -53%
Massachusetts Financial Services
116
Massachusetts Financial Services
Massachusetts
$28.1M +$2.53M +118,950 +11%
Canada Life
117
Canada Life
Manitoba, Canada
$27.9M +$4.48M +210,855 +21%
State of Tennessee, Department of Treasury
118
State of Tennessee, Department of Treasury
Tennessee
$27.8M +$1.16M +54,705 +5%
SIC
119
Schwartz Investment Counsel
Michigan
$27.1M -$3.19M -150,000 -11%
TD Asset Management
120
TD Asset Management
Ontario, Canada
$27M -$881K -41,460 -3%
AC
121
Avenir Corporation
Virginia
$26.5M -$391K -18,375 -2%
First Manhattan
122
First Manhattan
New York
$26.2M -$829K -39,000 -3%
HSBC Holdings
123
HSBC Holdings
United Kingdom
$25.8M +$256K +12,030 +1%
William Blair & Company
124
William Blair & Company
Illinois
$25.2M -$505K -23,760 -2%
MC
125
Maverick Capital
Texas
$25.2M -$8.07M -379,500 -26%

ORLY Hedge Fund Activity: Q3 2018 in Review

751 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in O'Reilly Automotive (ORLY) for Q3 2018, worth a combined $23.9B — up 24% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new ORLY positions and 55 closed out — a net gain of 24 holders — while 230 added to existing stakes and 307 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $158M. The largest seller was T. Rowe Price Associates, cutting an estimated $136M.

  • 751 institutional investors held O'Reilly Automotive (ORLY) as of Q3 2018, up from 734 in Q2 2018.
  • Funds reported $23.9B of O'Reilly Automotive stock for Q3 2018, up 24% quarter-over-quarter.
  • 79 funds opened new O'Reilly Automotive positions in Q3 2018 and 55 closed out, a net change of +24 holders.
  • The largest O'Reilly Automotive buyer in Q3 2018 was 1832 Asset Management, an estimated $158M added.
  • The largest O'Reilly Automotive seller in Q3 2018 was T. Rowe Price Associates, an estimated $136M sold.

Based on aggregated 13F filings for Q3 2018.