We are live on ! Find out more
ORLY icon

O'Reilly Automotive

658 hedge funds and large institutions have $22.6B invested in O'Reilly Automotive in 2017 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 211 increasing their positions, 284 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

23.15% more ownership

Funds ownership: 1,348.71%1,371.86% (+23%)

4% less capital invested

Capital invested by funds: $23.6B → $22.6B (-$1.03B)

10% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 72

3% less funds holding

Funds holding: 676658 (-18)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

26% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 284

73% less call options, than puts

Call options by funds: $87.8M | Put options by funds: $324M

Holders
658
Holders Change
-18
Holders Change %
-2.66%
% of All Funds
16.38%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.45%
New
65
Increased
211
Reduced
284
Closed
72
Calls
$87.8M
Puts
$324M
Net Calls
-$237M
Net Calls Change
-$192M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.89B -$2.32M -128,475 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.63B +$5.81M +321,810 +0.4%
BlackRock
3
BlackRock
New York
$1.54B +$1.48B +81,872,565 +2,328%
State Street
4
State Street
Massachusetts
$1.06B -$10.1M -559,920 -0.9%
Jennison Associates
5
Jennison Associates
New York
$802M -$158M -8,744,475 -16%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$727M -$361M -19,965,555 -33%
JP Morgan Chase
7
JP Morgan Chase
New York
$505M +$7.23M +400,170 +1%
RCG
8
Ruane, Cunniff & Goldfarb
New York
$474M -$16.7M -922,380 -3%
American Century Companies
9
American Century Companies
Missouri
$458M +$2.44M +134,820 +0.5%
Principal Financial Group
10
Principal Financial Group
Iowa
$417M +$2.67M +147,690 +0.6%
Polen Capital Management
11
Polen Capital Management
Florida
$411M +$32.5M +1,801,545 +9%
WRF
12
Waddell & Reed Financial
Kansas
$379M +$249M +13,767,000 +189%
Invesco
13
Invesco
Georgia
$326M +$1.55M +85,620 +0.5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$324M -$15.1M -834,705 -4%
VOYA Investment Management
15
VOYA Investment Management
Georgia
$322M +$219M +12,136,140 +210%
Northern Trust
16
Northern Trust
Illinois
$306M -$3M -166,155 -1%
UBS Group
17
UBS Group
Switzerland
$287M +$4.16M +230,040 +1%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$283M +$18.6M +1,027,500 +7%
BRIM
19
Broad Run Investment Management
Virginia
$261M +$8.84M +489,195 +3%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$258M +$42.3M +2,341,440 +19%
Wells Fargo
21
Wells Fargo
California
$241M -$47.5M -2,627,820 -16%
Goldman Sachs
22
Goldman Sachs
New York
$241M +$76M +4,206,555 +46%
William Blair Investment Management
23
William Blair Investment Management
Illinois
$236M +$16.5M +911,385 +7%
Norges Bank
24
Norges Bank
Norway
$232M +$10.7M +591,105 +5%
Citadel Advisors
25
Citadel Advisors
Florida
$231M +$88.4M +4,892,745 +61%

ORLY Hedge Fund Activity: Q1 2017 in Review

658 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in O'Reilly Automotive (ORLY) for Q1 2017, worth a combined $22.6B — down 4.4% from $23.6B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of ORLY and 65 opened new positions — a net loss of 7 holders — while 284 trimmed existing stakes and 211 added.

The largest buyer was BlackRock, adding an estimated $1.48B. The largest seller was Fidelity Investments, cutting an estimated $361M.

  • 658 institutional investors held O'Reilly Automotive (ORLY) as of Q1 2017, down from 676 in Q4 2016.
  • Funds reported $22.6B of O'Reilly Automotive stock for Q1 2017, down 4.4% quarter-over-quarter.
  • 65 funds opened new O'Reilly Automotive positions in Q1 2017 and 72 closed out, a net change of -7 holders.
  • The largest O'Reilly Automotive buyer in Q1 2017 was BlackRock, an estimated $1.48B added.
  • The largest O'Reilly Automotive seller in Q1 2017 was Fidelity Investments, an estimated $361M sold.

Based on aggregated 13F filings for Q1 2017.