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AZZ Inc
AZZ

166 hedge funds and large institutions have $793M invested in AZZ Inc in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 61 increasing their positions, 58 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $1.13M | Put options by funds: $1.03M

5% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 58

0.04% more ownership

Funds ownership: 89.31% → 89.35% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $802M → $793M (-$8.9M)

7% less funds holding

Funds holding: 178 → 166 (-12)

43% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 28

Holders
166
Holders Change
-12
Holders Change %
-6.74%
% of All Funds
3.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
61
Reduced
58
Closed
28
Calls
$1.13M
Puts
$1.03M
Net Calls
+$102K
Net Calls Change
-$361K

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
+$16.5M
2
SBH
Segall Bryant & Hamill
Illinois
+$6.95M
3
ECM
Engine Capital Management
New York
+$6.35M
4
WA
Wasatch Advisors
Utah
+$5.97M
5
GI
GAMCO Investors
Connecticut
+$4.62M

Top Sellers

1
N
Nuveen
North Carolina
-$10.2M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$4.96M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$4.15M
4
BlackRock
BlackRock
New York
-$3.45M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
GF
26
Gabelli Funds
New York
$6.76M +$1.12M +33,806 +21%
ECM
27
Engine Capital Management
New York
$6.51M +$6.35M +190,730 New
Hotchkis & Wiley Capital Management
28
Hotchkis & Wiley Capital Management
California
$5.04M +$1.32M +39,710 +37%
BPA
29
Beacon Pointe Advisors
California
$4.82M – – –
WC
30
Walthausen & Co
New York
$4.8M +$205K +6,160 +5%
Prudential Financial
31
Prudential Financial
New Jersey
$4.73M -$2.49M -74,855 -35%
RCM
32
Rutabaga Capital Management
Massachusetts
$4.53M -$625K -18,800 -12%
Grantham, Mayo, Van Otterloo & Co (GMO)
33
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.82M +$339K +10,200 +10%
PAM
34
Panagora Asset Management
Massachusetts
$3.7M -$954K -28,665 -21%
SEI Investments
35
SEI Investments
Pennsylvania
$3.59M +$566K +17,013 +19%
Man Group
36
Man Group
United Kingdom
$3.31M -$630K -18,947 -16%
Truist Financial
37
Truist Financial
North Carolina
$3.2M -$306K -9,192 -9%
JP Morgan Chase
38
JP Morgan Chase
New York
$3.02M +$1.38M +41,585 +88%
Legal & General Group
39
Legal & General Group
United Kingdom
$2.84M +$7.22K +217 +0.3%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$2.76M -$323K -9,709 -11%
Goldman Sachs
41
Goldman Sachs
New York
$2.67M +$537K +16,127 +26%
KCM
42
Kennedy Capital Management
Missouri
$2.6M +$2.54M +76,345 New
Invesco
43
Invesco
Georgia
$2.57M +$154K +4,632 +7%
MSL
44
Mackay Shields LLC
New York
$2.47M -$502K -15,100 -17%
UIC
45
Uniplan Investment Counsel
Wisconsin
$2.46M +$919K +27,637 +62%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$2.4M -$1.31M -39,337 -36%
CEI
47
Clark Estates Inc
New York
$2.32M -$343K -10,300 -13%
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.32M -$447K -13,440 -17%
Wells Fargo
49
Wells Fargo
California
$2.27M -$419K -12,597 -16%
Morgan Stanley
50
Morgan Stanley
New York
$2.24M -$217K -6,519 -9%
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AZZ Hedge Fund Activity: Q3 2020 in Review

166 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q3 2020, worth a combined $793M — down 1.1% from $802M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of AZZ and 16 opened new positions — a net loss of 12 holders — while 58 trimmed existing stakes and 61 added.

The largest buyer was LSV Asset Management, adding an estimated $16.5M. The largest seller was Nuveen, cutting an estimated $10.2M.

  • 166 institutional investors held AZZ Inc (AZZ) as of Q3 2020, down from 178 in Q2 2020.
  • Funds reported $793M of AZZ Inc stock for Q3 2020, down 1.1% quarter-over-quarter.
  • 16 funds opened new AZZ Inc positions in Q3 2020 and 28 closed out, a net change of -12 holders.
  • The largest AZZ Inc buyer in Q3 2020 was LSV Asset Management, an estimated $16.5M added.
  • The largest AZZ Inc seller in Q3 2020 was Nuveen, an estimated $10.2M sold.

Based on aggregated 13F filings for Q3 2020.