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174 hedge funds and large institutions have $1.16B invested in AZZ Inc in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 54 increasing their positions, 64 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

411% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $250K

2% more capital invested

Capital invested by funds: $1.14B → $1.16B (+$18.7M)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

1% less funds holding

Funds holding: 175174 (-1)

1.16% less ownership

Funds ownership: 88.47%87.31% (-1.2%)

16% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 64

Holders
174
Holders Change
-1
Holders Change %
-0.57%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
54
Reduced
64
Closed
13
Calls
$1.28M
Puts
$250K
Net Calls
+$1.03M
Net Calls Change
+$882K
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
51
First Trust Advisors
Illinois
$2.64M +$811K +15,415 +45%
ETM
52
Euclidean Technologies Management
Washington
$2.51M
PAM
53
Panagora Asset Management
Massachusetts
$2.3M -$41K -780 -2%
KCM
54
Kennedy Capital Management
Missouri
$2.3M -$246K -4,686 -10%
Ohio Public Employees Retirement System (OPERS)
55
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.26M +$368 +7 +0%
DIA
56
Dean Investment Associates
Ohio
$2.19M -$116K -2,207 -5%
AllianceBernstein
57
AllianceBernstein
Tennessee
$2.13M -$65.7K -1,250 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
58
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.13M +$2.1M +40,000 New
Russell Investments Group
59
Russell Investments Group
United Kingdom
$2.06M +$462K +8,788 +29%
UBS AM
60
UBS AM
Illinois
$2.05M +$222K +4,220 +12%
D.E. Shaw & Co
61
D.E. Shaw & Co
New York
$1.81M +$855K +16,253 +91%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$1.8M -$18.9K -359 -1%
SDIC
63
South Dakota Investment Council
South Dakota
$1.77M
RCM
64
Rutabaga Capital Management
Massachusetts
$1.55M -$671K -12,750 -30%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$1.55M +$101K +1,911 +7%
RJA
66
Raymond James & Associates
Florida
$1.46M -$1.31M -24,926 -48%
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$1.42M +$803K +15,274 +134%
DCM
68
Dean Capital Management
Kansas
$1.42M -$91.8K -1,746 -6%
Two Sigma Investments
69
Two Sigma Investments
New York
$1.41M +$416K +7,910 +42%
ZCM
70
Ziegler Capital Management
Illinois
$1.38M -$46.5K -885 -3%
MAM
71
Martingale Asset Management
Massachusetts
$1.36M +$95K +1,807 +8%
GCP
72
GSA Capital Partners
United Kingdom
$1.36M +$948K +18,030 +240%
Ensign Peak Advisors
73
Ensign Peak Advisors
Utah
$1.34M
Jennison Associates
74
Jennison Associates
New York
$1.33M +$1.32M +25,033 New
SIA
75
Sit Investment Associates
Minnesota
$1.32M

AZZ Hedge Fund Activity: Q3 2021 in Review

174 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q3 2021, worth a combined $1.16B — up 1.6% from $1.14B a quarter earlier.

Fund positioning in AZZ was balanced in Q3 2021: 13 funds opened new positions, 13 closed out, 54 added to existing stakes and 64 trimmed.

The largest buyer was Norges Bank, adding an estimated $5.22M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $22.2M sold.

  • 174 institutional investors held AZZ Inc (AZZ) as of Q3 2021, down from 175 in Q2 2021.
  • Funds reported $1.16B of AZZ Inc stock for Q3 2021, up 1.6% quarter-over-quarter.
  • 13 funds opened new AZZ Inc positions in Q3 2021 and 13 closed out, a net change of 0 holders.
  • The largest AZZ Inc buyer in Q3 2021 was Norges Bank, an estimated $5.22M added.
  • The largest AZZ Inc seller in Q3 2021 was Wasatch Advisors, an estimated $22.2M sold.

Based on aggregated 13F filings for Q3 2021.