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O'Reilly Automotive

1,330 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: 1,2401,330 (+90)

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: 4235 (-7)

Holders
1,330
Holders Change
+90
Holders Change %
+7.26%
% of All Funds
19.39%
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
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1301
LGT Financial Advisors
Texas
$4.75K
FG
1302
Fairman Group
Pennsylvania
$4.75K +$4.74K +75 New
MFT
1303
Moisand Fitzgerald Tamayo
Florida
$3.8K
WBC
1304
West Branch Capital
Massachusetts
$3.8K +$3.79K +60 New
ME
1305
McIlrath & Eck
Washington
$3.8K
GWMIA
1306
Global Wealth Management Investment Advisory
Florida
$3.8K +$3.79K +60 New
DF
1307
Dunhill Financial
United Kingdom
$3.58K +$3.79K +60 New
CAL
1308
Capital Analysts LLC
Pennsylvania
$3K -$1.9K -30 -40%
FMTCOCP
1309
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K
SIC
1310
SJS Investment Consulting
Ohio
$2.85K
CCMI
1311
Creative Capital Management Investments
California
$2.85K
GTAM
1312
Global Trust Asset Management
Florida
$2.85K
TIM
1313
Tortoise Investment Management
New York
$2.85K
FRA
1314
Frank Rimerman Advisors
California
$2.85K +$2.84K +45 New
LAM
1315
Lummis Asset Management
Texas
$2.85K +$2.84K +45 New
CTWM
1316
Cherry Tree Wealth Management
Minnesota
$1.9K
GFPC
1317
Global Financial Private Client
Florida
$1.9K
HWP
1318
Highline Wealth Partners
California
$1.9K
PCM
1319
Perritt Capital Management
Illinois
$1.9K
TAM
1320
Tucker Asset Management
Colorado
$1.9K
RS
1321
Rakuten Securities
Japan
$1.9K +$1.9K +30 New
SA
1322
Scarborough Advisors
Maryland
$1.9K +$1.9K +30 New
TWD
1323
True Wealth Design
Ohio
$951
WWM
1324
Wolff Wiese Magana
California
$951
PCTC
1325
Perkins Coie Trust Company
Washington
$950 -$4.74K -75 -83%

ORLY Hedge Fund Activity: Q4 2023 in Review

1,330 of the 6,859 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.

  • 1,330 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.