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O'Reilly Automotive

1,330 hedge funds and large institutions have $48.7B invested in O'Reilly Automotive in 2023 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 438 increasing their positions, 491 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 70

56.8% more ownership

Funds ownership: 1,249.37%1,306.18% (+57%)

7% more funds holding

Funds holding: 1,2401,330 (+90)

7% more capital invested

Capital invested by funds: $45.6B → $48.7B (+$3.1B)

6% less call options, than puts

Call options by funds: $510M | Put options by funds: $544M

11% less repeat investments, than reductions

Existing positions increased: 438 | Existing positions reduced: 491

17% less funds holding in top 10

Funds holding in top 10: 4235 (-7)

Holders
1,330
Holders Change
+90
Holders Change %
+7.26%
% of All Funds
19.39%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.51%
New
177
Increased
438
Reduced
491
Closed
70
Calls
$510M
Puts
$544M
Net Calls
-$34.2M
Net Calls Change
+$35M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.76B -$18M -284,370 -0.4%
BlackRock
2
BlackRock
New York
$3.85B -$200M -3,168,045 -5%
Morgan Stanley
3
Morgan Stanley
New York
$2.37B +$1.25B +19,745,790 +112%
State Street
4
State Street
Massachusetts
$2.32B -$30.5M -482,550 -1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.71B -$16.6M -262,980 -1%
Principal Financial Group
6
Principal Financial Group
Iowa
$1.63B -$23.2M -367,890 -1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.31B -$4.48M -70,815 -0.3%
Bank of America
8
Bank of America
North Carolina
$1.22B -$38.4M -607,755 -3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.16B +$150M +2,370,810 +15%
ACM
10
AKRE Capital Management
Virginia
$969M -$33.8M -534,135 -3%
Jennison Associates
11
Jennison Associates
New York
$900M +$63.2M +999,435 +8%
Invesco
12
Invesco
Georgia
$837M -$6.7M -105,975 -0.8%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$791M -$553K -8,745 -0.1%
Amundi
14
Amundi
France
$688M -$3.19M -50,550 -0.5%
Norges Bank
15
Norges Bank
Norway
$671M +$1.04M +16,455 +0.2%
JP Morgan Chase
16
JP Morgan Chase
New York
$636M -$31.6M -499,245 -5%
Northern Trust
17
Northern Trust
Illinois
$616M -$33.8M -535,530 -5%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$565M +$29.6M +468,555 +6%
Goldman Sachs
19
Goldman Sachs
New York
$526M -$156M -2,465,190 -23%
PI
20
Putnam Investments
Massachusetts
$511M -$135M -2,133,855 -21%
UBS Group
21
UBS Group
Switzerland
$435M +$44.1M +698,580 +11%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$435M +$376M +5,956,620 +656%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$375M +$40.2M +635,685 +12%
Legal & General Group
24
Legal & General Group
United Kingdom
$370M +$10.1M +160,065 +3%
Winslow Capital Management
25
Winslow Capital Management
Minnesota
$368M +$80.5M +1,274,100 +28%

ORLY Hedge Fund Activity: Q4 2023 in Review

1,330 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in O'Reilly Automotive (ORLY) for Q4 2023, worth a combined $48.7B — up 6.8% from $45.6B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new ORLY positions and 70 closed out — a net gain of 107 holders — while 438 added to existing stakes and 491 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.25B. The largest seller was BlackRock, cutting an estimated $200M.

  • 1,330 institutional investors held O'Reilly Automotive (ORLY) as of Q4 2023, up from 1,240 in Q3 2023.
  • Funds reported $48.7B of O'Reilly Automotive stock for Q4 2023, up 6.8% quarter-over-quarter.
  • 177 funds opened new O'Reilly Automotive positions in Q4 2023 and 70 closed out, a net change of +107 holders.
  • The largest O'Reilly Automotive buyer in Q4 2023 was Morgan Stanley, an estimated $1.25B added.
  • The largest O'Reilly Automotive seller in Q4 2023 was BlackRock, an estimated $200M sold.

Based on aggregated 13F filings for Q4 2023.