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O'Reilly Automotive

734 hedge funds and large institutions have $19.2B invested in O'Reilly Automotive in 2018 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 221 increasing their positions, 316 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 43

6% more capital invested

Capital invested by funds: $18.2B → $19.2B (+$1.01B)

5% more funds holding

Funds holding: 702734 (+32)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

26% less call options, than puts

Call options by funds: $124M | Put options by funds: $167M

29.35% less ownership

Funds ownership: 1,318.17%1,288.82% (-29%)

30% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 316

Holders
734
Holders Change
+32
Holders Change %
+4.56%
% of All Funds
16.8%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.53%
New
80
Increased
221
Reduced
316
Closed
43
Calls
$124M
Puts
$167M
Net Calls
-$42.5M
Net Calls Change
+$7.05M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.63B -$250M -14,371,800 -14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.6B -$14.5M -832,935 -0.9%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.02B +$54.5M +3,129,435 +6%
State Street
4
State Street
Massachusetts
$877M -$53.3M -3,064,110 -6%
Polen Capital Management
5
Polen Capital Management
Florida
$776M +$12.7M +731,670 +2%
Principal Financial Group
6
Principal Financial Group
Iowa
$722M +$5.79M +332,790 +0.8%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$536M -$153M -8,812,155 -23%
ACM
8
AKRE Capital Management
Virginia
$517M -$1.39M -79,935 -0.3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$394M +$16.4M +943,335 +5%
UBS Group
10
UBS Group
Switzerland
$361M -$23.5M -1,352,730 -6%
Invesco
11
Invesco
Georgia
$327M +$35.3M +2,029,125 +13%
American Century Companies
12
American Century Companies
Missouri
$304M +$27.6M +1,586,910 +11%
Northern Trust
13
Northern Trust
Illinois
$292M -$4.38M -251,535 -2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$266M -$32.1M -1,845,420 -11%
O
15
OppenheimerFunds
New York
$264M -$67.7M -3,891,510 -21%
BRIM
16
Broad Run Investment Management
Virginia
$260M -$6.55M -376,380 -3%
ACM
17
Abrams Capital Management
Massachusetts
$242M
Wellington Management Group
18
Wellington Management Group
Massachusetts
$240M -$83.9M -4,818,075 -27%
AAMU
19
Amundi Asset Management US
Massachusetts
$227M -$104M -5,951,010 -32%
Norges Bank
20
Norges Bank
Norway
$220M -$1.08M -61,980 -0.5%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$212M -$91M -5,228,520 -31%
PI
22
Putnam Investments
Massachusetts
$175M -$3.07M -176,205 -2%
Wells Fargo
23
Wells Fargo
California
$167M -$341K -19,590 -0.2%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$166M +$93.9M +5,395,500 +146%
WRF
25
Waddell & Reed Financial
Kansas
$163M +$31.1M +1,788,525 +25%

ORLY Hedge Fund Activity: Q2 2018 in Review

734 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in O'Reilly Automotive (ORLY) for Q2 2018, worth a combined $19.2B — up 5.5% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new ORLY positions and 43 closed out — a net gain of 37 holders — while 221 added to existing stakes and 316 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $103M. The largest seller was BlackRock, cutting an estimated $250M.

  • 734 institutional investors held O'Reilly Automotive (ORLY) as of Q2 2018, up from 702 in Q1 2018.
  • Funds reported $19.2B of O'Reilly Automotive stock for Q2 2018, up 5.5% quarter-over-quarter.
  • 80 funds opened new O'Reilly Automotive positions in Q2 2018 and 43 closed out, a net change of +37 holders.
  • The largest O'Reilly Automotive buyer in Q2 2018 was Citadel Advisors, an estimated $103M added.
  • The largest O'Reilly Automotive seller in Q2 2018 was BlackRock, an estimated $250M sold.

Based on aggregated 13F filings for Q2 2018.