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O'Reilly Automotive

874 hedge funds and large institutions have $27.7B invested in O'Reilly Automotive in 2020 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 301 increasing their positions, 317 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 70

7% more capital invested

Capital invested by funds: $26B → $27.7B (+$1.71B)

3% more funds holding

Funds holding: 852874 (+22)

5% less repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 317

19% less funds holding in top 10

Funds holding in top 10: 3226 (-6)

25.58% less ownership

Funds ownership: 1,244.73%1,219.15% (-26%)

54% less call options, than puts

Call options by funds: $73.6M | Put options by funds: $162M

Holders
874
Holders Change
+22
Holders Change %
+2.58%
% of All Funds
17.64%
Holding in Top 10
26
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-18.75%
% of All Funds
0.52%
New
97
Increased
301
Reduced
317
Closed
70
Calls
$73.6M
Puts
$162M
Net Calls
-$88M
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.65B -$44.6M -1,467,240 -2%
BlackRock
2
BlackRock
New York
$2.58B +$5.71M +187,995 +0.2%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.73B +$9.32M +306,750 +0.5%
State Street
4
State Street
Massachusetts
$1.51B -$9.02M -296,865 -0.6%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.12B -$43.6M -1,435,185 -4%
ACM
6
AKRE Capital Management
Virginia
$849M -$634K -20,865 -0.1%
Principal Financial Group
7
Principal Financial Group
Iowa
$815M -$33.4M -1,097,640 -4%
DCP
8
D1 Capital Partners
New York
$627M -$199M -6,541,545 -24%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$595M +$3.64M +119,730 +0.6%
Bank of America
10
Bank of America
North Carolina
$566M +$34.9M +1,148,700 +7%
AAMU
11
Amundi Asset Management US
Massachusetts
$415M -$20.3M -666,435 -5%
VOYA Investment Management
12
VOYA Investment Management
Georgia
$396M -$9.76M -321,210 -2%
Northern Trust
13
Northern Trust
Illinois
$392M +$1.62M +53,325 +0.4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$370M +$3.59M +118,140 +1%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$354M +$217M +7,130,340 +163%
UBS Group
16
UBS Group
Switzerland
$347M -$40M -1,315,470 -10%
Norges Bank
17
Norges Bank
Norway
$347M +$292K +9,600 +0.1%
Invesco
18
Invesco
Georgia
$281M -$71.3M -2,345,610 -20%
Goldman Sachs
19
Goldman Sachs
New York
$254M +$2.66M +87,675 +1%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$252M -$2.45M -80,565 -1%
VAM
21
Vontobel Asset Management
New York
$235M -$1.19M -39,315 -0.5%
EIG
22
EdgePoint Investment Group
Ontario, Canada
$222M -$76M -2,500,920 -26%
Ensign Peak Advisors
23
Ensign Peak Advisors
Utah
$216M -$19.1M -627,795 -8%
Legal & General Group
24
Legal & General Group
United Kingdom
$209M -$3.22M -105,840 -2%
APG Asset Management
25
APG Asset Management
Netherlands
$201M +$22.1M +726,000 +10%

ORLY Hedge Fund Activity: Q3 2020 in Review

874 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in O'Reilly Automotive (ORLY) for Q3 2020, worth a combined $27.7B — up 6.6% from $26B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new ORLY positions and 70 closed out — a net gain of 27 holders — while 301 added to existing stakes and 317 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $217M. The largest seller was D1 Capital Partners, cutting an estimated $199M.

  • 874 institutional investors held O'Reilly Automotive (ORLY) as of Q3 2020, up from 852 in Q2 2020.
  • Funds reported $27.7B of O'Reilly Automotive stock for Q3 2020, up 6.6% quarter-over-quarter.
  • 97 funds opened new O'Reilly Automotive positions in Q3 2020 and 70 closed out, a net change of +27 holders.
  • The largest O'Reilly Automotive buyer in Q3 2020 was Fidelity Investments, an estimated $217M added.
  • The largest O'Reilly Automotive seller in Q3 2020 was D1 Capital Partners, an estimated $199M sold.

Based on aggregated 13F filings for Q3 2020.