AZZ Inc
170 hedge funds and large institutions have $1.06B invested in AZZ Inc in 2013 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 63 reducing their positions, and 18 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
20% more capital invested
Capital invested by funds: $884M → $1.06B (+$181M)
2.72% more ownership
Funds ownership: 83.23% → 85.95% (+2.7%)
1% less funds holding
Funds holding: 171 → 170 (-1)
2% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 63
6% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 18
25% less call options, than puts
Call options by funds: $585K | Put options by funds: $777K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
+$11.6M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$8.38M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$6.38M |
| 4 |
EBIM
Eagle Boston Investment Management
Boston,
Massachusetts
|
+$6.18M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$6.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$5.49M |
| 2 |
HW
Hancock Whitney
Gulfport,
Mississippi
|
-$5.45M |
| 3 |
QBFM
QS Batterymarch Financial Management
New York
|
-$5.35M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$5.23M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$2.67M |
AZZ Hedge Fund Activity: Q4 2013 in Review
170 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q4 2013, worth a combined $1.06B — up 20% from $884M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of AZZ and 17 opened new positions — a net loss of 1 holder — while 63 trimmed existing stakes and 62 added.
The largest buyer was Van Berkom & Associates, adding an estimated $11.6M. The largest seller was Putnam Investments, cutting an estimated $5.49M.
- 170 institutional investors held AZZ Inc (AZZ) as of Q4 2013, down from 171 in Q3 2013.
- Funds reported $1.06B of AZZ Inc stock for Q4 2013, up 20% quarter-over-quarter.
- 17 funds opened new AZZ Inc positions in Q4 2013 and 18 closed out, a net change of -1 holder.
- The largest AZZ Inc buyer in Q4 2013 was Van Berkom & Associates, an estimated $11.6M added.
- The largest AZZ Inc seller in Q4 2013 was Putnam Investments, an estimated $5.49M sold.
Based on aggregated 13F filings for Q4 2013.