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255 hedge funds and large institutions have $2.28B invested in AZZ Inc in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 83 increasing their positions, 90 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $2.12M | Put options by funds: $1.35M

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

7% more capital invested

Capital invested by funds: $2.13B → $2.28B (+$147M)

1% more funds holding

Funds holding: 253255 (+2)

0.19% less ownership

Funds ownership: 92.67%92.48% (-0.19%)

8% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 90

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
255
Holders Change
+2
Holders Change %
+0.79%
% of All Funds
3.66%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
35
Increased
83
Reduced
90
Closed
31
Calls
$2.12M
Puts
$1.35M
Net Calls
+$768K
Net Calls Change
+$714K
Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
26
Luther King Capital Management (LKCM)
Texas
$15.3M -$4.16M -52,600 -22%
KCM
27
Kennedy Capital Management
Missouri
$15.3M -$2.26M -28,626 -13%
Principal Financial Group
28
Principal Financial Group
Iowa
$13M +$794K +10,038 +7%
CIC
29
Crawford Investment Counsel
Georgia
$10.9M +$299K +3,780 +3%
ZP
30
Zimmer Partners
New York
$10.3M -$10.1M -127,500 -50%
HAI
31
Hennessy Advisors Inc
California
$10.2M +$1.09M +13,800 +13%
N
32
Nuveen
North Carolina
$9.56M +$1.04M +13,197 +13%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$6.77M -$282K -3,566 -4%
Legal & General Group
34
Legal & General Group
United Kingdom
$6.71M -$24.1K -305 -0.4%
Hotchkis & Wiley Capital Management
35
Hotchkis & Wiley Capital Management
California
$6.65M -$5.85M -73,970 -48%
First Trust Advisors
36
First Trust Advisors
Illinois
$6.61M +$691K +8,736 +12%
HighTower Advisors
37
HighTower Advisors
Illinois
$6.33M -$134K -1,699 -2%
BAM
38
Ballast Asset Management
Texas
$6.09M -$86.3K -1,092 -1%
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
$5.61M -$3.51M -44,345 -39%
UIC
40
Uniplan Investment Counsel
Wisconsin
$5.34M -$94K -1,189 -2%
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.23M -$166K -2,100 -3%
UBS AM
42
UBS AM
Illinois
$4.92M +$112K +1,411 +2%
American Century Companies
43
American Century Companies
Missouri
$4.79M +$816K +10,318 +22%
TD Asset Management
44
TD Asset Management
Ontario, Canada
$4.62M -$443K -5,600 -9%
Swiss National Bank
45
Swiss National Bank
Switzerland
$4.57M +$63.2K +800 +1%
Barclays
46
Barclays
United Kingdom
$4.25M +$3.24M +40,938 +389%
IP
47
Isthmus Partners
Wisconsin
$4.22M -$945K -11,952 -19%
HIM
48
Hillsdale Investment Management
Ontario, Canada
$4.2M +$23.7K +300 +0.6%
Renaissance Technologies
49
Renaissance Technologies
New York
$4.17M -$237K -3,000 -6%
GIP
50
Granite Investment Partners
California
$3.8M -$815K -10,311 -18%

AZZ Hedge Fund Activity: Q3 2024 in Review

255 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q3 2024, worth a combined $2.28B — up 6.9% from $2.13B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new AZZ positions and 31 closed out — a net gain of 4 holders — while 83 added to existing stakes and 90 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $58.5M. The largest seller was Ameriprise, cutting an estimated $23.1M.

  • 255 institutional investors held AZZ Inc (AZZ) as of Q3 2024, up from 253 in Q2 2024.
  • Funds reported $2.28B of AZZ Inc stock for Q3 2024, up 6.9% quarter-over-quarter.
  • 35 funds opened new AZZ Inc positions in Q3 2024 and 31 closed out, a net change of +4 holders.
  • The largest AZZ Inc buyer in Q3 2024 was Wellington Management Group, an estimated $58.5M added.
  • The largest AZZ Inc seller in Q3 2024 was Ameriprise, an estimated $23.1M sold.

Based on aggregated 13F filings for Q3 2024.