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AZZ Inc
AZZ

172 hedge funds and large institutions have $1.23B invested in AZZ Inc in 2015 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 56 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

20% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 56

12% more capital invested

Capital invested by funds: $1.1B → $1.23B (+$132M)

8% more funds holding

Funds holding: 160 → 172 (+12)

1% more call options, than puts

Call options by funds: $781K | Put options by funds: $770K

1.91% less ownership

Funds ownership: 88.01% → 86.1% (-1.9%)

Holders
172
Holders Change
+12
Holders Change %
+7.5%
% of All Funds
4.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
67
Reduced
56
Closed
12
Calls
$781K
Puts
$770K
Net Calls
+$11K
Net Calls Change
+$1.19M

Top Buyers

Rank Fund Capital Flow
1
HW
Hancock Whitney
Mississippi
+$8.7M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$4.74M
3
BFA
BlackRock Fund Advisors
California
+$4.56M
4
MPM
Meritage Portfolio Management
Kansas
+$4.52M
5
Goldman Sachs
Goldman Sachs
New York
+$3.24M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$17.3M
2
SBH
Segall Bryant & Hamill
Illinois
-$8.22M
3
Deutsche Bank
Deutsche Bank
Germany
-$6.9M
4
Ameriprise
Ameriprise
Minnesota
-$5.03M
5
UBS Group
UBS Group
Switzerland
-$3.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACB
51
Aristotle Capital Boston
Massachusetts
$4.14M +$157K +2,812 +4%
Goldman Sachs
52
Goldman Sachs
New York
$4.11M +$3.24M +58,136 +368%
KCM
53
Kennedy Capital Management
Missouri
$3.97M -$55.6K -996 -1%
RFC
54
Russell Frank Company
Washington
$3.65M -$97.7K -1,752 -3%
First Trust Advisors
55
First Trust Advisors
Illinois
$3.63M -$179K -3,205 -5%
GI
56
GAMCO Investors
Connecticut
$3.06M -$55.8K -1,000 -2%
KAM
57
Keeley Asset Management
Illinois
$2.79M -$457K -8,200 -14%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$2.65M +$44.6K +800 +2%
UBS Group
59
UBS Group
Switzerland
$2.65M -$3.78M -67,779 -59%
ICM
60
IronBridge Capital Management
Illinois
$2.6M +$2.61M +46,760 New
Axa
61
Axa
France
$2.56M +$720K +12,900 +39%
HCP
62
Holt Capital Partners
Texas
$2.41M – – –
ACM
63
Argent Capital Management
Missouri
$2.38M +$11.2K +200 +0.5%
Lord, Abbett & Co
64
Lord, Abbett & Co
New Jersey
$2.37M -$89.3K -1,600 -4%
RI
65
Redwood Investments
Massachusetts
$2.24M -$19.7K -354 -0.9%
GC
66
Guggenheim Capital
Illinois
$2.2M +$797K +14,293 +56%
Morgan Stanley
67
Morgan Stanley
New York
$2.2M +$1.08M +19,400 +96%
CCA
68
Catalyst Capital Advisors
New York
$2.17M -$27.9K -500 -1%
PI
69
Putnam Investments
Massachusetts
$2.12M -$42.7K -766 -2%
Invesco
70
Invesco
Georgia
$2.08M +$56.2K +1,007 +3%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$2.07M +$134K +2,405 +7%
TA
72
Teachers Advisors
New York
$2.06M – – –
AllianceBernstein
73
AllianceBernstein
Tennessee
$2.06M -$106K -1,900 -5%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$1.93M -$115K -2,058 -6%
Swiss National Bank
75
Swiss National Bank
Switzerland
$1.91M – – –
1 2
3
4 5

AZZ Hedge Fund Activity: Q4 2015 in Review

172 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q4 2015, worth a combined $1.23B — up 12% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new AZZ positions and 12 closed out — a net gain of 13 holders — while 67 added to existing stakes and 56 trimmed.

The largest buyer was Hancock Whitney, opening a new position worth an estimated $8.7M. The largest seller was Fidelity Investments, cutting an estimated $17.3M.

  • 172 institutional investors held AZZ Inc (AZZ) as of Q4 2015, up from 160 in Q3 2015.
  • Funds reported $1.23B of AZZ Inc stock for Q4 2015, up 12% quarter-over-quarter.
  • 25 funds opened new AZZ Inc positions in Q4 2015 and 12 closed out, a net change of +13 holders.
  • The largest AZZ Inc buyer in Q4 2015 was Hancock Whitney, an estimated $8.7M added.
  • The largest AZZ Inc seller in Q4 2015 was Fidelity Investments, an estimated $17.3M sold.

Based on aggregated 13F filings for Q4 2015.