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171 hedge funds and large institutions have $884M invested in AZZ Inc in 2013 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 62 increasing their positions, 65 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

16% more capital invested

Capital invested by funds: $764M → $884M (+$120M)

3.65% more ownership

Funds ownership: 79.58%83.23% (+3.6%)

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

0% more funds holding

Funds holding: 171171 (0)

5% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 65

52% less call options, than puts

Call options by funds: $1.45M | Put options by funds: $3.04M

Holders
171
Holders Change
Holders Change %
0%
% of All Funds
5.54%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.1%
New
32
Increased
62
Reduced
65
Closed
31
Calls
$1.45M
Puts
$3.04M
Net Calls
-$1.59M
Net Calls Change
-$955K
Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
26
Mutual of America Capital Management
New York
$9.52M -$2.25M -58,402 -20%
GT
27
Glenmede Trust
Pennsylvania
$9.29M +$1.15M +29,775 +16%
BCM
28
Beddow Capital Management
Wyoming
$8.47M +$384K +9,965 +5%
PI
29
Putnam Investments
Massachusetts
$7.97M +$390K +10,108 +6%
CSC
30
Cove Street Capital
California
$7.83M +$7.21M +187,040 New
TCIM
31
TIAA CREF Investment Management
New York
$6.43M -$13.4K -347 -0.2%
MPAM
32
Monarch Partners Asset Management
Massachusetts
$6.33M +$4.5M +116,658 +337%
Principal Financial Group
33
Principal Financial Group
Iowa
$6.18M -$4.5M -116,712 -44%
First Trust Advisors
34
First Trust Advisors
Illinois
$6.04M -$687K -17,807 -11%
DIA
35
Dean Investment Associates
Ohio
$5.95M +$3.16M +81,976 +136%
HW
36
Hancock Whitney
Mississippi
$5.45M +$1.15M +29,900 +30%
WRM
37
Weybosset Research & Management
Rhode Island
$5.38M +$73.1K +1,895 +1%
RFC
38
Russell Frank Company
Washington
$5.36M +$2.25M +58,276 +84%
QBFM
39
QS Batterymarch Financial Management
New York
$5.35M -$27K -700 -0.5%
OC
40
Oppenheimer & Co
New York
$5.16M +$3.14M +81,350 +194%
Geode Capital Management
41
Geode Capital Management
Massachusetts
$5.15M +$425K +11,030 +10%
SIC
42
SFE Investment Counsel
California
$4.45M +$1.63M +42,266 +66%
EAM
43
EULAV Asset Management
Florida
$4.42M
Ameriprise
44
Ameriprise
Minnesota
$4.16M -$3.14M -81,337 -45%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$3.98M +$1.35M +34,999 +58%
Prudential Financial
46
Prudential Financial
New Jersey
$3.8M -$532K -13,800 -13%
AIS
47
AlphaOne Investment Services
Pennsylvania
$3.66M +$2.15M +55,811 +177%
BIM
48
BlackRock Investment Management
Delaware
$3.56M +$160K +4,159 +5%
GF
49
Gabelli Funds
New York
$3.28M +$2.64M +68,462 +685%
Lord, Abbett & Co
50
Lord, Abbett & Co
New Jersey
$3.18M -$763K -19,800 -21%

AZZ Hedge Fund Activity: Q3 2013 in Review

171 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q3 2013, worth a combined $884M — up 16% from $764M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AZZ positions and 31 closed out — a net gain of 1 holder — while 62 added to existing stakes and 65 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $33.7M. The largest seller was Royce & Associates, cutting an estimated $41.1M.

  • 171 institutional investors held AZZ Inc (AZZ) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $884M of AZZ Inc stock for Q3 2013, up 16% quarter-over-quarter.
  • 32 funds opened new AZZ Inc positions in Q3 2013 and 31 closed out, a net change of +1 holder.
  • The largest AZZ Inc buyer in Q3 2013 was Allianz Asset Management, an estimated $33.7M added.
  • The largest AZZ Inc seller in Q3 2013 was Royce & Associates, an estimated $41.1M sold.

Based on aggregated 13F filings for Q3 2013.