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AZZ Inc
AZZ

180 hedge funds and large institutions have $1.02B invested in AZZ Inc in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 78 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $1.98M | Put options by funds: $733K

5% more capital invested

Capital invested by funds: $968M → $1.02B (+$51.1M)

0.39% more ownership

Funds ownership: 89.04% → 89.43% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

2% less funds holding

Funds holding: 183 → 180 (-3)

41% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 78

Holders
180
Holders Change
-3
Holders Change %
-1.64%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
46
Reduced
78
Closed
23
Calls
$1.98M
Puts
$733K
Net Calls
+$1.25M
Net Calls Change
+$1.19M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$16.3M
2
Bank of America
Bank of America
North Carolina
+$9.33M
3
MVP
Medina Value Partners
California
+$6.02M
4
HighTower Advisors
HighTower Advisors
Illinois
+$5.31M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.35M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$7.16M
2
BlackRock
BlackRock
New York
-$6.64M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.88M
4
N
Nuveen
North Carolina
-$2.56M
5
JP Morgan Chase
JP Morgan Chase
New York
-$2.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
51
Sit Investment Associates
Minnesota
$1.69M – – –
AllianceBernstein
52
AllianceBernstein
Tennessee
$1.69M -$11.7K -255 -0.7%
Public Sector Pension Investment Board (PSP Investments)
53
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.41M -$609K -13,305 -30%
CS
54
Credit Suisse
Switzerland
$1.41M -$56.6K -1,236 -4%
Nisa Investment Advisors
55
Nisa Investment Advisors
Missouri
$1.39M – – –
Prudential Financial
56
Prudential Financial
New Jersey
$1.33M -$1.2M -26,285 -47%
UBS AM
57
UBS AM
Illinois
$1.31M +$31.6K +691 +2%
Wells Fargo
58
Wells Fargo
California
$1.3M +$776K +16,951 +147%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$1.26M -$118K -2,576 -9%
DIM
60
DC Investments Management
Virginia
$1.24M -$810K -17,692 -39%
RJA
61
Raymond James & Associates
Florida
$1.21M +$2.79K +61 +0.2%
DCM
62
Dean Capital Management
Kansas
$1.21M -$157K -3,429 -11%
LCM
63
Legato Capital Management
California
$1.21M -$157K -3,429 -11%
UBS Group
64
UBS Group
Switzerland
$1.19M -$350K -7,649 -23%
AQR Capital Management
65
AQR Capital Management
Connecticut
$1.14M -$64.8K -1,415 -5%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$1.12M -$176K -3,844 -14%
FDS
67
First Dallas Securities
Texas
$1.02M +$1.03M +22,450 New
Truist Financial
68
Truist Financial
North Carolina
$981K -$57.5K -1,256 -6%
TPSF
69
Texas Permanent School Fund
Texas
$968K -$31.7K -692 -3%
Canada Life
70
Canada Life
Manitoba, Canada
$930K -$53.8K -1,175 -5%
RA
71
Royce & Associates
New York
$913K – – –
State of Tennessee, Department of Treasury
72
State of Tennessee, Department of Treasury
Tennessee
$908K – – –
TRCT
73
Tower Research Capital (TRC)
New York
$904K +$876K +19,136 +2,734%
Qube Research & Technologies (QRT)
74
Qube Research & Technologies (QRT)
United Kingdom
$890K +$356K +7,782 +66%
NSIM
75
North Star Investment Management
Illinois
$847K – – –
1 2
3
4 5

AZZ Hedge Fund Activity: Q3 2023 in Review

180 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q3 2023, worth a combined $1.02B — up 5.3% from $968M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of AZZ and 22 opened new positions — a net loss of 1 holder — while 78 trimmed existing stakes and 46 added.

The largest buyer was Fidelity Investments, adding an estimated $16.3M. The largest seller was Goldman Sachs, cutting an estimated $7.16M.

  • 180 institutional investors held AZZ Inc (AZZ) as of Q3 2023, down from 183 in Q2 2023.
  • Funds reported $1.02B of AZZ Inc stock for Q3 2023, up 5.3% quarter-over-quarter.
  • 22 funds opened new AZZ Inc positions in Q3 2023 and 23 closed out, a net change of -1 holder.
  • The largest AZZ Inc buyer in Q3 2023 was Fidelity Investments, an estimated $16.3M added.
  • The largest AZZ Inc seller in Q3 2023 was Goldman Sachs, an estimated $7.16M sold.

Based on aggregated 13F filings for Q3 2023.