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O'Reilly Automotive

799 hedge funds and large institutions have $18.6B invested in O'Reilly Automotive in 2020 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 229 increasing their positions, 389 reducing their positions, and 185 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $103M | Put options by funds: $93.3M

3.19% less ownership

Funds ownership: 1,252.76%1,249.57% (-3.2%)

13% less funds holding

Funds holding: 923799 (-124)

22% less funds holding in top 10

Funds holding in top 10: 3225 (-7)

32% less capital invested

Capital invested by funds: $27.6B → $18.6B (-$8.97B)

41% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 389

62% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 185

Holders
799
Holders Change
-124
Holders Change %
-13.43%
% of All Funds
17.61%
Holding in Top 10
25
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.88%
% of All Funds
0.55%
New
71
Increased
229
Reduced
389
Closed
185
Calls
$103M
Puts
$93.3M
Net Calls
+$9.78M
Net Calls Change
+$233M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.81B +$68.1M +2,662,965 +3%
BlackRock
2
BlackRock
New York
$1.67B -$134M -5,258,205 -6%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.14B +$44.8M +1,754,100 +3%
State Street
4
State Street
Massachusetts
$1B -$7.89M -308,565 -0.6%
DCP
5
D1 Capital Partners
New York
$849M +$1.07B +41,816,280 +9,022%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$619M +$153M +5,979,750 +24%
Principal Financial Group
7
Principal Financial Group
Iowa
$562M +$91.4M +3,576,525 +15%
ACM
8
AKRE Capital Management
Virginia
$555M -$16.8M -659,280 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$385M +$6.14M +240,240 +1%
Bank of America
10
Bank of America
North Carolina
$328M -$8.94M -349,695 -2%
UBS Group
11
UBS Group
Switzerland
$319M -$49M -1,915,740 -11%
VOYA Investment Management
12
VOYA Investment Management
Georgia
$274M -$63.4M -2,482,200 -15%
AAMU
13
Amundi Asset Management US
Massachusetts
$272M +$62.5M +2,446,980 +22%
Northern Trust
14
Northern Trust
Illinois
$256M -$42.6M -1,667,385 -12%
Norges Bank
15
Norges Bank
Norway
$228M -$3.04M -119,070 -1%
Ensign Peak Advisors
16
Ensign Peak Advisors
Utah
$207M -$20.5M -803,430 -7%
Invesco
17
Invesco
Georgia
$203M -$156M -6,098,385 -38%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$202M -$87.2M -3,413,490 -25%
Viking Global Investors
19
Viking Global Investors
Connecticut
$202M +$257M +10,040,085 New
Goldman Sachs
20
Goldman Sachs
New York
$186M -$24.7M -967,860 -9%
VAM
21
Vontobel Asset Management
New York
$176M +$97.9M +3,829,515 +89%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$165M +$8.29M +324,360 +4%
BRIM
23
Broad Run Investment Management
Virginia
$148M -$12.5M -489,570 -6%
Legal & General Group
24
Legal & General Group
United Kingdom
$147M +$1.81M +70,965 +1%
APG Asset Management
25
APG Asset Management
Netherlands
$140M -$21.8M -853,725 -11%

ORLY Hedge Fund Activity: Q1 2020 in Review

799 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in O'Reilly Automotive (ORLY) for Q1 2020, worth a combined $18.6B — down 32% from $27.6B a quarter earlier.

Sellers outnumbered buyers: 185 funds closed out of ORLY and 71 opened new positions — a net loss of 114 holders — while 389 trimmed existing stakes and 229 added.

The largest buyer was D1 Capital Partners, adding an estimated $1.07B. The largest seller was Polen Capital Management, cutting an estimated $891M.

  • 799 institutional investors held O'Reilly Automotive (ORLY) as of Q1 2020, down from 923 in Q4 2019.
  • Funds reported $18.6B of O'Reilly Automotive stock for Q1 2020, down 32% quarter-over-quarter.
  • 71 funds opened new O'Reilly Automotive positions in Q1 2020 and 185 closed out, a net change of -114 holders.
  • The largest O'Reilly Automotive buyer in Q1 2020 was D1 Capital Partners, an estimated $1.07B added.
  • The largest O'Reilly Automotive seller in Q1 2020 was Polen Capital Management, an estimated $891M sold.

Based on aggregated 13F filings for Q1 2020.