AZZ Inc
208 hedge funds and large institutions have $1.8B invested in AZZ Inc in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 53 increasing their positions, 85 reducing their positions, and 24 closing their positions.
63% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 24
34% more capital invested
Capital invested by funds: $1.34B → $1.8B (+$458M)
34% more call options, than puts
Call options by funds: $4.54M | Put options by funds: $3.39M
8% more funds holding
Funds holding: 193 → 208 (+15)
0.79% more ownership
Funds ownership: 91.96% → 92.75% (+0.79%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
38% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 85
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$82.3M |
| 2 |
DSCM
Divisadero Street Capital Management
Miami,
Florida
|
+$6.1M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$3.58M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.53M |
| 5 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$3.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$19.7M |
| 2 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
-$13.1M |
| 3 |
MVP
Medina Value Partners
Los Angeles,
California
|
-$9.92M |
| 4 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$6.03M |
| 5 |
HCM
Hodges Capital Management
Dallas,
Texas
|
-$4.89M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
C
226
Covestor
London,
United Kingdom
| – | -$76.4K | -1,131 | -100% |
|
227
Walleye Trading
New York
| – | -$75.7K | -1,120 | Closed |
|
|
HIM
228
Hillsdale Investment Management
Toronto,
Ontario, Canada
| – | -$6.39K | -110 | Closed |
|
229
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$6.27K | -108 | Closed |
|
|
W
230
WealthCollab
Bellevue,
Washington
| – | -$6.04K | -104 | Closed |
|
|
ASN
231
Advisory Services Network
Atlanta,
Georgia
| – | -$1.45K | -25 | Closed |
|
|
BTI
232
Blue Trust Inc
Alpharetta,
Georgia
| – | -$1K | -15 | Closed |
|
AZZ Hedge Fund Activity: Q1 2024 in Review
208 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q1 2024, worth a combined $1.8B — up 34% from $1.34B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new AZZ positions and 24 closed out — a net gain of 15 holders — while 53 added to existing stakes and 85 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $82.3M. The largest seller was Morgan Stanley, cutting an estimated $19.7M.
- 208 institutional investors held AZZ Inc (AZZ) as of Q1 2024, up from 193 in Q4 2023.
- Funds reported $1.8B of AZZ Inc stock for Q1 2024, up 34% quarter-over-quarter.
- 39 funds opened new AZZ Inc positions in Q1 2024 and 24 closed out, a net change of +15 holders.
- The largest AZZ Inc buyer in Q1 2024 was Fidelity Investments, an estimated $82.3M added.
- The largest AZZ Inc seller in Q1 2024 was Morgan Stanley, an estimated $19.7M sold.
Based on aggregated 13F filings for Q1 2024.