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186 hedge funds and large institutions have $1.45B invested in AZZ Inc in 2016 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 60 increasing their positions, 69 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

10% more capital invested

Capital invested by funds: $1.31B → $1.45B (+$134M)

2% more funds holding

Funds holding: 182186 (+4)

0.93% more ownership

Funds ownership: 85.1%86.03% (+0.93%)

13% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 69

56% less call options, than puts

Call options by funds: $1.29M | Put options by funds: $2.92M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
186
Holders Change
+4
Holders Change %
+2.2%
% of All Funds
4.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
60
Reduced
69
Closed
14
Calls
$1.29M
Puts
$2.92M
Net Calls
-$1.62M
Net Calls Change
-$2.31M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$10.9M -$2.85M -44,610 -21%
First Manhattan
27
First Manhattan
New York
$10.6M -$276K -4,326 -3%
EAM
28
EULAV Asset Management
Florida
$10.4M +$262K +4,100 +3%
HW
29
Hancock Whitney
Mississippi
$10.2M -$66.4K -1,040 -0.7%
Westfield Capital Management
30
Westfield Capital Management
Massachusetts
$8.78M +$8.59M +134,440 New
OAM
31
Origin Asset Management
United Kingdom
$8.51M
PAM
32
Panagora Asset Management
Massachusetts
$7.64M +$2.16M +33,745 +40%
Charles Schwab
33
Charles Schwab
California
$7.63M +$560K +8,761 +8%
HCM
34
Hodges Capital Management
Texas
$7.59M +$150K +2,340 +2%
BIM
35
BlackRock Investment Management
Delaware
$7.11M +$41.4K +648 +0.6%
Bank of America
36
Bank of America
North Carolina
$7.09M -$4.1M -64,140 -37%
Morgan Stanley
37
Morgan Stanley
New York
$6.6M -$1.72M -26,979 -21%
American Century Companies
38
American Century Companies
Missouri
$6.29M +$464K +7,258 +8%
GF
39
Gabelli Funds
New York
$6.04M
Loomis, Sayles & Company
40
Loomis, Sayles & Company
Massachusetts
$6M -$151K -2,362 -3%
Prudential Financial
41
Prudential Financial
New Jersey
$5.78M -$663K -10,380 -10%
CAM
42
Cortina Asset Management
Wisconsin
$5.42M +$492K +7,707 +10%
MPM
43
Meritage Portfolio Management
Kansas
$5.19M -$38.6K -604 -0.8%
RI
44
Redwood Investments
Massachusetts
$5.1M -$368K -5,762 -7%
EBIM
45
Eagle Boston Investment Management
Massachusetts
$4.79M -$674K -10,553 -13%
ICM
46
IronBridge Capital Management
Illinois
$4.59M -$162K -2,537 -3%
RA
47
Royce & Associates
New York
$4.55M
SIC
48
SFE Investment Counsel
California
$4.42M
Axa
49
Axa
France
$4.27M -$141K -2,200 -3%
AIS
50
AlphaOne Investment Services
Pennsylvania
$4.21M -$395K -6,182 -9%

AZZ Hedge Fund Activity: Q3 2016 in Review

186 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q3 2016, worth a combined $1.45B — up 10% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new AZZ positions and 14 closed out — a net gain of 5 holders — while 60 added to existing stakes and 69 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $25.5M. The largest seller was Glenmede Trust, cutting an estimated $32.9M.

  • 186 institutional investors held AZZ Inc (AZZ) as of Q3 2016, up from 182 in Q2 2016.
  • Funds reported $1.45B of AZZ Inc stock for Q3 2016, up 10% quarter-over-quarter.
  • 19 funds opened new AZZ Inc positions in Q3 2016 and 14 closed out, a net change of +5 holders.
  • The largest AZZ Inc buyer in Q3 2016 was Neuberger Berman Group, an estimated $25.5M added.
  • The largest AZZ Inc seller in Q3 2016 was Glenmede Trust, an estimated $32.9M sold.

Based on aggregated 13F filings for Q3 2016.