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152 hedge funds and large institutions have $1.06B invested in AZZ Inc in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 34

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

20% more call options, than puts

Call options by funds: $1.18M | Put options by funds: $988K

3% more funds holding

Funds holding: 148152 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $1.09B → $1.06B (-$31.9M)

2.57% less ownership

Funds ownership: 96.5%93.94% (-2.6%)

Holders
152
Holders Change
+4
Holders Change %
+2.7%
% of All Funds
3.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
64
Reduced
34
Closed
9
Calls
$1.18M
Puts
$988K
Net Calls
+$194K
Net Calls Change
+$383K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
26
Snyder Capital Management
California
$8.82M -$63.9K -1,441 -0.7%
Principal Financial Group
27
Principal Financial Group
Iowa
$8.81M +$166K +3,754 +2%
Deutsche Bank
28
Deutsche Bank
Germany
$8.31M +$1.92M +43,304 +29%
Goldman Sachs
29
Goldman Sachs
New York
$5.18M +$1.67M +37,750 +46%
LC
30
Loews Corp
New York
$5.03M +$213K +4,800 +4%
Comerica Bank
31
Comerica Bank
Texas
$4.89M +$197K +4,436 +5%
ACB
32
Aristotle Capital Boston
Massachusetts
$4.82M -$4.9M -110,451 -50%
GF
33
Gabelli Funds
New York
$4.43M +$399K +9,000 +10%
Renaissance Technologies
34
Renaissance Technologies
New York
$4.02M +$1.7M +38,303 +71%
AIS
35
AlphaOne Investment Services
Pennsylvania
$3.99M -$80.6K -1,818 -2%
EBIM
36
Eagle Boston Investment Management
Massachusetts
$3.98M +$170K +3,835 +4%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$3.76M -$282K -6,361 -7%
GI
38
GAMCO Investors
Connecticut
$3.63M +$1.31M +29,500 +55%
TAM
39
Tocqueville Asset Management
New York
$3.29M +$3.36M +75,710 New
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$3.1M +$613K +13,826 +24%
EAM
41
EULAV Asset Management
Florida
$3.02M -$603K -13,600 -16%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$2.88M +$84K +1,894 +3%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$2.81M -$36.3M -819,270 -93%
SEI Investments
44
SEI Investments
Pennsylvania
$2.75M +$2.81M +63,358 +575,982%
Invesco
45
Invesco
Georgia
$2.65M +$96.5K +2,176 +4%
Morgan Stanley
46
Morgan Stanley
New York
$2.61M +$12.1K +273 +0.5%
TCIM
47
TIAA CREF Investment Management
New York
$2.52M -$150K -3,392 -6%
Bank of America
48
Bank of America
North Carolina
$2.49M -$151K -3,413 -6%
Legal & General Group
49
Legal & General Group
United Kingdom
$2.37M +$115K +2,590 +5%
SCM
50
Sterling Capital Management
North Carolina
$2.35M

AZZ Hedge Fund Activity: Q2 2018 in Review

152 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q2 2018, worth a combined $1.06B — down 2.9% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new AZZ positions and 9 closed out — a net gain of 5 holders — while 64 added to existing stakes and 34 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $11.8M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $36.3M.

  • 152 institutional investors held AZZ Inc (AZZ) as of Q2 2018, up from 148 in Q1 2018.
  • Funds reported $1.06B of AZZ Inc stock for Q2 2018, down 2.9% quarter-over-quarter.
  • 14 funds opened new AZZ Inc positions in Q2 2018 and 9 closed out, a net change of +5 holders.
  • The largest AZZ Inc buyer in Q2 2018 was DePrince Race & Zollo Inc (DRZ), an estimated $11.8M added.
  • The largest AZZ Inc seller in Q2 2018 was Thrivent Financial for Lutherans, an estimated $36.3M sold.

Based on aggregated 13F filings for Q2 2018.