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AZZ Inc
AZZ

176 hedge funds and large institutions have $917M invested in AZZ Inc in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 62 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $854M → $917M (+$62.4M)

0.35% less ownership

Funds ownership: 89.57% → 89.22% (-0.35%)

5% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 65

5% less funds holding

Funds holding: 186 → 176 (-10)

37% less call options, than puts

Call options by funds: $1.1M | Put options by funds: $1.74M

40% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 20

Holders
176
Holders Change
-10
Holders Change %
-5.38%
% of All Funds
2.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
62
Reduced
65
Closed
20
Calls
$1.1M
Puts
$1.74M
Net Calls
-$639K
Net Calls Change
-$120K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$13.4M
2
HP
Harvey Partners
New York
+$2.87M
3
BCM
Bridgeway Capital Management
Texas
+$2.74M
4
JP Morgan Chase
JP Morgan Chase
New York
+$1.82M
5
SBH
Segall Bryant & Hamill
Illinois
+$1.56M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$9.37M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$4.13M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$2.38M
4
BlackRock
BlackRock
New York
-$2.3M
5
N
Nuveen
North Carolina
-$2.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$6.38M -$100K -2,448 -2%
Invesco
27
Invesco
Georgia
$6.05M +$81.2K +1,981 +1%
SEI Investments
28
SEI Investments
Pennsylvania
$4.5M +$616K +15,040 +16%
DIA
29
Dean Investment Associates
Ohio
$4.22M +$640K +15,621 +18%
KCM
30
Kennedy Capital Management
Missouri
$4.07M +$134K +3,272 +3%
BCM
31
Bridgeway Capital Management
Texas
$3.88M +$2.74M +66,808 +245%
HCM
32
Hodges Capital Management
Texas
$3.72M -$536K -13,091 -16%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$3.63M +$180K +4,391 +5%
TD Asset Management
34
TD Asset Management
Ontario, Canada
$3.37M – – –
Legal & General Group
35
Legal & General Group
United Kingdom
$2.97M +$6.23K +152 +0.2%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$2.86M -$34K -831 -1%
UIC
37
Uniplan Investment Counsel
Wisconsin
$2.8M -$142K -3,475 -5%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$2.69M -$249K -6,084 -9%
State of New Jersey Common Pension Fund D
39
State of New Jersey Common Pension Fund D
New Jersey
$2.34M – – –
Swiss National Bank
40
Swiss National Bank
Switzerland
$2.21M -$250K -6,100 -10%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$2.05M -$423K -10,333 -17%
Tudor Investment Corp
42
Tudor Investment Corp
Connecticut
$2.01M -$547K -13,356 -22%
Ohio Public Employees Retirement System (OPERS)
43
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.95M +$1.43K +35 +0.1%
Bank of America
44
Bank of America
North Carolina
$1.85M +$189K +4,602 +11%
Prudential Financial
45
Prudential Financial
New Jersey
$1.84M -$193K -4,717 -10%
Public Sector Pension Investment Board (PSP Investments)
46
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.81M -$67.8K -1,654 -4%
Millennium Management
47
Millennium Management
New York
$1.74M -$9.37M -228,669 -84%
DCM
48
Dean Capital Management
Kansas
$1.59M +$172K +4,205 +12%
LCM
49
Legato Capital Management
California
$1.59M +$172K +4,205 +12%
LSV Asset Management
50
LSV Asset Management
Illinois
$1.54M +$181K +4,424 +13%
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AZZ Hedge Fund Activity: Q1 2023 in Review

176 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q1 2023, worth a combined $917M — up 7.3% from $854M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of AZZ and 12 opened new positions — a net loss of 8 holders — while 65 trimmed existing stakes and 62 added.

The largest buyer was Goldman Sachs, adding an estimated $13.4M. The largest seller was Millennium Management, cutting an estimated $9.37M.

  • 176 institutional investors held AZZ Inc (AZZ) as of Q1 2023, down from 186 in Q4 2022.
  • Funds reported $917M of AZZ Inc stock for Q1 2023, up 7.3% quarter-over-quarter.
  • 12 funds opened new AZZ Inc positions in Q1 2023 and 20 closed out, a net change of -8 holders.
  • The largest AZZ Inc buyer in Q1 2023 was Goldman Sachs, an estimated $13.4M added.
  • The largest AZZ Inc seller in Q1 2023 was Millennium Management, an estimated $9.37M sold.

Based on aggregated 13F filings for Q1 2023.