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AZZ Inc
AZZ

161 hedge funds and large institutions have $1.02B invested in AZZ Inc in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

3% more funds holding

Funds holding: 157 → 161 (+4)

3% more capital invested

Capital invested by funds: $995M → $1.02B (+$25.9M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.97% less ownership

Funds ownership: 87.59% → 86.62% (-0.97%)

14% less call options, than puts

Call options by funds: $742K | Put options by funds: $862K

14% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 64

Holders
161
Holders Change
+4
Holders Change %
+2.55%
% of All Funds
4.63%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
15
Increased
55
Reduced
64
Closed
11
Calls
$742K
Puts
$862K
Net Calls
-$120K
Net Calls Change
-$30K

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$10.7M
2
SO
STRS Ohio
Ohio
+$4.2M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.54M
4
PTC
Philadelphia Trust Company
Pennsylvania
+$3.09M
5
TAM
THB Asset Management
Connecticut
+$2.39M

Top Sellers

1
KCM
Kennedy Capital Management
Missouri
-$7.35M
2
AAM
ACK Asset Management
Connecticut
-$6.7M
3
OC
Oppenheimer & Co
New York
-$5.22M
4
BFA
BlackRock Fund Advisors
California
-$4.21M
5
MPAM
Monarch Partners Asset Management
Massachusetts
-$2.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
SLG
26
Stanley-Laman Group
Pennsylvania
$9.26M -$228K -5,180 -3%
BCM
27
Beddow Capital Management
Wyoming
$9.08M +$71.7K +1,625 +0.8%
Loomis, Sayles & Company
28
Loomis, Sayles & Company
Massachusetts
$8.34M -$1.44M -32,665 -15%
Principal Financial Group
29
Principal Financial Group
Iowa
$7.43M -$88K -1,995 -1%
RFC
30
Russell Frank Company
Washington
$6.79M -$345K -7,812 -5%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$6.4M +$439K +9,961 +8%
WRM
32
Weybosset Research & Management
Rhode Island
$5.99M +$22.2K +503 +0.4%
AIS
33
AlphaOne Investment Services
Pennsylvania
$5.68M -$711K -16,125 -12%
SIC
34
SFE Investment Counsel
California
$5.48M +$336K +7,618 +7%
HCM
35
Hodges Capital Management
Texas
$5.38M -$1.81M -40,954 -26%
PTC
36
Philadelphia Trust Company
Pennsylvania
$5.17M +$3.09M +69,950 +166%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$5.05M -$48.5K -1,100 -1%
Ameriprise
38
Ameriprise
Minnesota
$5M +$216K +4,903 +5%
EAM
39
EULAV Asset Management
Florida
$4.87M – – –
TCIM
40
TIAA CREF Investment Management
New York
$4.57M -$155K -3,507 -3%
Prudential Financial
41
Prudential Financial
New Jersey
$4.44M +$254K +5,768 +6%
SO
42
STRS Ohio
Ohio
$4.39M +$4.2M +95,300 New
GF
43
Gabelli Funds
New York
$4.24M +$529K +12,000 +15%
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.21M -$781K -17,711 -16%
RBA
45
Richard Bernstein Advisors
New York
$4.14M – – –
BIM
46
BlackRock Investment Management
Delaware
$3.87M -$16.6K -377 -0.4%
Charles Schwab
47
Charles Schwab
California
$3.36M +$141K +3,187 +5%
KCM
48
Kennedy Capital Management
Missouri
$3.33M -$7.35M -166,612 -70%
DIA
49
Dean Investment Associates
Ohio
$3.3M -$9.88K -224 -0.3%
State of Wisconsin Investment Board
50
State of Wisconsin Investment Board
Wisconsin
$3.23M -$309K -7,000 -9%
1
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3 4 5

AZZ Hedge Fund Activity: Q2 2014 in Review

161 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q2 2014, worth a combined $1.02B — up 2.6% from $995M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new AZZ positions and 11 closed out — a net gain of 4 holders — while 55 added to existing stakes and 64 trimmed.

The largest buyer was Norges Bank, adding an estimated $10.7M. The largest seller was Kennedy Capital Management, cutting an estimated $7.35M.

  • 161 institutional investors held AZZ Inc (AZZ) as of Q2 2014, up from 157 in Q1 2014.
  • Funds reported $1.02B of AZZ Inc stock for Q2 2014, up 2.6% quarter-over-quarter.
  • 15 funds opened new AZZ Inc positions in Q2 2014 and 11 closed out, a net change of +4 holders.
  • The largest AZZ Inc buyer in Q2 2014 was Norges Bank, an estimated $10.7M added.
  • The largest AZZ Inc seller in Q2 2014 was Kennedy Capital Management, an estimated $7.35M sold.

Based on aggregated 13F filings for Q2 2014.