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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
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.6B -$146M -12,419,520 -9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.49B -$9.98M -851,820 -0.7%
State Street
3
State Street
Massachusetts
$910M +$42M +3,581,325 +5%
Jennison Associates
4
Jennison Associates
New York
$813M -$18M -1,538,745 -2%
RCG
5
Ruane, Cunniff & Goldfarb
New York
$695M -$4.72M -402,570 -0.7%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$657M +$108M +9,254,475 +22%
Select Equity Group
7
Select Equity Group
New York
$651M -$3.04M -259,125 -0.5%
BIT
8
BlackRock Institutional Trust
California
$526M -$9.11M -777,555 -2%
Principal Financial Group
9
Principal Financial Group
Iowa
$459M -$47.9M -4,089,915 -10%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$359M +$85.9M +7,330,155 +36%
Bank of America
11
Bank of America
North Carolina
$341M +$163M +13,934,505 +110%
Invesco
12
Invesco
Georgia
$331M -$33.7M -2,875,560 -10%
Northern Trust
13
Northern Trust
Illinois
$310M -$3.7M -315,450 -1%
William Blair & Company
14
William Blair & Company
Illinois
$298M -$26M -2,219,490 -9%
BFA
15
BlackRock Fund Advisors
California
$295M +$15.3M +1,301,520 +6%
TCM
16
TimesSquare Capital Management
New York
$209M -$34.9M -2,974,500 -15%
American Century Companies
17
American Century Companies
Missouri
$197M +$5.6M +478,275 +3%
JHIU
18
Janus Henderson Investors US
Colorado
$190M -$86.8M -7,405,500 -33%
GF
19
Gabelli Funds
New York
$187M -$15.4M -1,313,415 -8%
BRIM
20
Broad Run Investment Management
Virginia
$177M +$62.2K +5,310 +0%
Polen Capital Management
21
Polen Capital Management
Florida
$167M -$3.28M -280,275 -2%
BG
22
BlackRock Group
United Kingdom
$164M +$7.19M +613,350 +5%
GI
23
GAMCO Investors
Connecticut
$160M -$20.6M -1,755,690 -12%
ACM
24
AKRE Capital Management
Virginia
$157M -$160K -13,650 -0.1%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$155M -$1.8M -153,555 -1%

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.