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AZZ Inc
AZZ

176 hedge funds and large institutions have $917M invested in AZZ Inc in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 62 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $854M → $917M (+$62.4M)

0.35% less ownership

Funds ownership: 89.57% → 89.22% (-0.35%)

5% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 65

5% less funds holding

Funds holding: 186 → 176 (-10)

37% less call options, than puts

Call options by funds: $1.1M | Put options by funds: $1.74M

40% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 20

Holders
176
Holders Change
-10
Holders Change %
-5.38%
% of All Funds
2.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
62
Reduced
65
Closed
20
Calls
$1.1M
Puts
$1.74M
Net Calls
-$639K
Net Calls Change
-$120K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$13.4M
2
HP
Harvey Partners
New York
+$2.87M
3
BCM
Bridgeway Capital Management
Texas
+$2.74M
4
JP Morgan Chase
JP Morgan Chase
New York
+$1.82M
5
SBH
Segall Bryant & Hamill
Illinois
+$1.56M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$9.37M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$4.13M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$2.38M
4
BlackRock
BlackRock
New York
-$2.3M
5
N
Nuveen
North Carolina
-$2.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$1.54M -$150K -3,662 -9%
SIA
52
Sit Investment Associates
Minnesota
$1.53M -$13.3K -325 -0.9%
IP
53
Isthmus Partners
Wisconsin
$1.48M +$1.47M +35,973 New
CS
54
Credit Suisse
Switzerland
$1.3M +$421K +10,267 +48%
VOYA Investment Management
55
VOYA Investment Management
Georgia
$1.28M – – –
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$1.28M -$16.5K -402 -1%
Citadel Advisors
57
Citadel Advisors
Florida
$1.26M +$136K +3,307 +12%
Nisa Investment Advisors
58
Nisa Investment Advisors
Missouri
$1.25M – – –
Canada Life
59
Canada Life
Manitoba, Canada
$1.25M +$55.6K +1,356 +5%
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$1.16M +$69.7K +1,701 +6%
UBS AM
61
UBS AM
Illinois
$1.15M +$1.15M +27,953 New
AQR Capital Management
62
AQR Capital Management
Connecticut
$1.13M -$88.7K -2,165 -7%
Two Sigma Advisers
63
Two Sigma Advisers
New York
$1.11M -$406K -9,900 -27%
COPPSERS
64
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.09M -$10.2K -249 -0.9%
Connor, Clark & Lunn Investment Management (CC&L)
65
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.07M -$192K -4,689 -15%
State of Tennessee, Department of Treasury
66
State of Tennessee, Department of Treasury
Tennessee
$1.06M +$155K +3,776 +17%
UBS Group
67
UBS Group
Switzerland
$952K +$271K +6,614 +40%
TPSF
68
Texas Permanent School Fund
Texas
$921K +$230K +5,612 +34%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$891K +$326K +7,956 +58%
RA
70
Royce & Associates
New York
$826K – – –
RJA
71
Raymond James & Associates
Florida
$822K -$459K -11,212 -36%
SIM
72
SummerHaven Investment Management
Connecticut
$815K +$17K +414 +2%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$782K – – –
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$780K +$209K +5,101 +37%
NSIM
75
North Star Investment Management
Illinois
$766K – – –
1 2
3
4 5

AZZ Hedge Fund Activity: Q1 2023 in Review

176 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q1 2023, worth a combined $917M — up 7.3% from $854M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of AZZ and 12 opened new positions — a net loss of 8 holders — while 65 trimmed existing stakes and 62 added.

The largest buyer was Goldman Sachs, adding an estimated $13.4M. The largest seller was Millennium Management, cutting an estimated $9.37M.

  • 176 institutional investors held AZZ Inc (AZZ) as of Q1 2023, down from 186 in Q4 2022.
  • Funds reported $917M of AZZ Inc stock for Q1 2023, up 7.3% quarter-over-quarter.
  • 12 funds opened new AZZ Inc positions in Q1 2023 and 20 closed out, a net change of -8 holders.
  • The largest AZZ Inc buyer in Q1 2023 was Goldman Sachs, an estimated $13.4M added.
  • The largest AZZ Inc seller in Q1 2023 was Millennium Management, an estimated $9.37M sold.

Based on aggregated 13F filings for Q1 2023.