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170 hedge funds and large institutions have $1.06B invested in AZZ Inc in 2013 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more capital invested

Capital invested by funds: $884M → $1.06B (+$181M)

2.72% more ownership

Funds ownership: 83.23%85.95% (+2.7%)

1% less funds holding

Funds holding: 171170 (-1)

2% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 63

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

25% less call options, than puts

Call options by funds: $585K | Put options by funds: $777K

Holders
170
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
4.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
17
Increased
62
Reduced
63
Closed
18
Calls
$585K
Puts
$777K
Net Calls
-$192K
Net Calls Change
+$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$11.2M -$5.23M -115,300 -33%
SLG
27
Stanley-Laman Group
Pennsylvania
$10.3M +$9.58M +211,116 New
MOACM
28
Mutual of America Capital Management
New York
$9.74M -$1.27M -28,086 -12%
BCM
29
Beddow Capital Management
Wyoming
$9.53M -$326K -7,190 -4%
CSC
30
Cove Street Capital
California
$8.29M -$785K -17,295 -9%
Principal Financial Group
31
Principal Financial Group
Iowa
$7.68M +$433K +9,543 +6%
First Trust Advisors
32
First Trust Advisors
Illinois
$7.51M +$432K +9,513 +7%
DIA
33
Dean Investment Associates
Ohio
$6.8M -$139K -3,063 -2%
WRM
34
Weybosset Research & Management
Rhode Island
$6.37M +$83K +1,828 +1%
TCIM
35
TIAA CREF Investment Management
New York
$6.15M -$1.26M -27,682 -18%
OC
36
Oppenheimer & Co
New York
$6.02M -$4.54K -100 -0.1%
MPAM
37
Monarch Partners Asset Management
Massachusetts
$5.93M -$1.36M -30,017 -20%
Geode Capital Management
38
Geode Capital Management
Massachusetts
$5.79M -$203K -4,466 -4%
SIC
39
SFE Investment Counsel
California
$5.34M +$140K +3,076 +3%
AIS
40
AlphaOne Investment Services
Pennsylvania
$5.29M +$950K +20,926 +24%
EAM
41
EULAV Asset Management
Florida
$5.16M
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$5.06M +$1.83M +40,410 +65%
Ameriprise
43
Ameriprise
Minnesota
$5.02M +$151K +3,317 +3%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$4.65M
Prudential Financial
45
Prudential Financial
New Jersey
$4.44M +$5.9K +130 +0.1%
SC
46
Spitfire Capital
California
$4.43M +$4.12M +90,690 New
RFC
47
Russell Frank Company
Washington
$4.31M -$1.12M -24,635 -19%
BIM
48
BlackRock Investment Management
Delaware
$4.1M -$57.6K -1,268 -1%
Lord, Abbett & Co
49
Lord, Abbett & Co
New Jersey
$4M +$263K +5,800 +8%
GF
50
Gabelli Funds
New York
$3.81M -$21K -462 -0.6%

AZZ Hedge Fund Activity: Q4 2013 in Review

170 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q4 2013, worth a combined $1.06B — up 20% from $884M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of AZZ and 17 opened new positions — a net loss of 1 holder — while 63 trimmed existing stakes and 62 added.

The largest buyer was Van Berkom & Associates, adding an estimated $11.6M. The largest seller was Putnam Investments, cutting an estimated $5.49M.

  • 170 institutional investors held AZZ Inc (AZZ) as of Q4 2013, down from 171 in Q3 2013.
  • Funds reported $1.06B of AZZ Inc stock for Q4 2013, up 20% quarter-over-quarter.
  • 17 funds opened new AZZ Inc positions in Q4 2013 and 18 closed out, a net change of -1 holder.
  • The largest AZZ Inc buyer in Q4 2013 was Van Berkom & Associates, an estimated $11.6M added.
  • The largest AZZ Inc seller in Q4 2013 was Putnam Investments, an estimated $5.49M sold.

Based on aggregated 13F filings for Q4 2013.