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AZZ Inc
AZZ

152 hedge funds and large institutions have $1.06B invested in AZZ Inc in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 34

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

20% more call options, than puts

Call options by funds: $1.18M | Put options by funds: $988K

3% more funds holding

Funds holding: 148 → 152 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less capital invested

Capital invested by funds: $1.09B → $1.06B (-$31.9M)

2.57% less ownership

Funds ownership: 96.5% → 93.94% (-2.6%)

Holders
152
Holders Change
+4
Holders Change %
+2.7%
% of All Funds
3.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
64
Reduced
34
Closed
9
Calls
$1.18M
Puts
$988K
Net Calls
+$194K
Net Calls Change
+$383K

Top Buyers

Rank Fund Capital Flow
1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$11.8M
2
BlackRock
BlackRock
New York
+$10.8M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$6.14M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$5.41M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$3.7M

Top Sellers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$36.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$21.9M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$9.78M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$7.86M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
51
Teachers Advisors
New York
$2.09M +$63K +1,421 +3%
First Manhattan
52
First Manhattan
New York
$2.04M -$284K -6,400 -12%
Prudential Financial
53
Prudential Financial
New Jersey
$2.01M +$112K +2,520 +6%
Swiss National Bank
54
Swiss National Bank
Switzerland
$1.97M – – –
PI
55
PineBridge Investments
New York
$1.87M +$326K +7,359 +21%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$1.72M – – –
Wells Fargo
57
Wells Fargo
California
$1.68M -$52K -1,174 -3%
ASRS
58
Arizona State Retirement System
Arizona
$1.65M -$136K -3,070 -8%
OAM
59
Oxford Asset Management
United Kingdom
$1.56M +$1.59M +35,838 New
AllianceBernstein
60
AllianceBernstein
Tennessee
$1.55M – – –
PPA
61
Parametric Portfolio Associates
Washington
$1.51M +$246K +5,540 +19%
Canada Life
62
Canada Life
Manitoba, Canada
$1.51M – – –
TD Asset Management
63
TD Asset Management
Ontario, Canada
$1.49M +$22.2K +500 +1%
First Trust Advisors
64
First Trust Advisors
Illinois
$1.45M -$4.95M -111,659 -77%
PTC
65
Philadelphia Trust Company
Pennsylvania
$1.36M -$672K -15,150 -33%
Nisa Investment Advisors
66
Nisa Investment Advisors
Missouri
$1.31M – – –
HCP
67
Holt Capital Partners
Texas
$1.28M – – –
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$1.25M – – –
CS
69
Credit Suisse
Switzerland
$1.21M -$123K -2,766 -9%
TRSOTSOK
70
Teachers Retirement System of the State of Kentucky
Kentucky
$1.15M – – –
KTA
71
Keeley-Teton Advisors
Illinois
$1.12M – – –
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$997K – – –
TA
73
Teton Advisors
New York
$869K – – –
AIG
74
American International Group
New York
$867K +$149K +3,362 +20%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$843K -$5.1K -115 -0.6%
1 2
3
4 5

AZZ Hedge Fund Activity: Q2 2018 in Review

152 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q2 2018, worth a combined $1.06B — down 2.9% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new AZZ positions and 9 closed out — a net gain of 5 holders — while 64 added to existing stakes and 34 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $11.8M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $36.3M.

  • 152 institutional investors held AZZ Inc (AZZ) as of Q2 2018, up from 148 in Q1 2018.
  • Funds reported $1.06B of AZZ Inc stock for Q2 2018, down 2.9% quarter-over-quarter.
  • 14 funds opened new AZZ Inc positions in Q2 2018 and 9 closed out, a net change of +5 holders.
  • The largest AZZ Inc buyer in Q2 2018 was DePrince Race & Zollo Inc (DRZ), an estimated $11.8M added.
  • The largest AZZ Inc seller in Q2 2018 was Thrivent Financial for Lutherans, an estimated $36.3M sold.

Based on aggregated 13F filings for Q2 2018.