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AZZ Inc
AZZ

193 hedge funds and large institutions have $1.34B invested in AZZ Inc in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 51 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $4.73M | Put options by funds: $2.44M

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

31% more capital invested

Capital invested by funds: $1.02B → $1.34B (+$320M)

7% more funds holding

Funds holding: 180 → 193 (+13)

2.53% more ownership

Funds ownership: 89.43% → 91.96% (+2.5%)

31% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 74

Holders
193
Holders Change
+13
Holders Change %
+7.22%
% of All Funds
2.81%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
29
Increased
51
Reduced
74
Closed
16
Calls
$4.73M
Puts
$2.44M
Net Calls
+$2.29M
Net Calls Change
+$1.04M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$18M
2
Morgan Stanley
Morgan Stanley
New York
+$15.5M
3
Ameriprise
Ameriprise
Minnesota
+$9.02M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$5.22M
5
Invesco
Invesco
Georgia
+$2.6M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$9.82M
2
WHG
Westwood Holdings Group
Texas
-$7.14M
3
SCM
SG Capital Management
Illinois
-$2.35M
4
Norges Bank
Norges Bank
Norway
-$1.98M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
51
UBS Group
Switzerland
$2.21M +$583K +11,858 +45%
LSV Asset Management
52
LSV Asset Management
Illinois
$2.17M – – –
SIA
53
Sit Investment Associates
Minnesota
$2.15M – – –
CCC
54
Chesapeake Capital Corp
Florida
$2.08M +$1.76M +35,836 New
AllianceBernstein
55
AllianceBernstein
Tennessee
$2.05M -$80.4K -1,635 -4%
Nisa Investment Advisors
56
Nisa Investment Advisors
Missouri
$1.77M – – –
Wells Fargo
57
Wells Fargo
California
$1.74M +$72.7K +1,478 +5%
CS
58
Credit Suisse
Switzerland
$1.7M -$77.5K -1,576 -5%
Prudential Financial
59
Prudential Financial
New Jersey
$1.69M -$7.08K -144 -0.5%
UBS AM
60
UBS AM
Illinois
$1.66M – – –
American Century Companies
61
American Century Companies
Missouri
$1.6M +$605K +12,296 +81%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$1.53M -$57.7K -1,174 -4%
DCM
63
Dean Capital Management
Kansas
$1.52M -$13.5K -275 -1%
LCM
64
Legato Capital Management
California
$1.52M -$13.5K -275 -1%
RJA
65
Raymond James & Associates
Florida
$1.5M -$39.6K -805 -3%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$1.46M +$31.3K +636 +3%
HCP
67
Holt Capital Partners
Texas
$1.45M +$742K +15,081 +152%
JF
68
Jump Financial
Illinois
$1.29M +$1.09M +22,138 New
Assenagon Asset Management
69
Assenagon Asset Management
Luxembourg
$1.28M -$1.45M -29,378 -57%
TPSF
70
Texas Permanent School Fund
Texas
$1.26M +$20.7K +420 +2%
Canada Life
71
Canada Life
Manitoba, Canada
$1.18M – – –
RA
72
Royce & Associates
New York
$1.16M – – –
AQR Capital Management
73
AQR Capital Management
Connecticut
$1.16M -$243K -4,944 -20%
IECM
74
Intrinsic Edge Capital Management
Illinois
$1.16M +$984K +20,000 New
MNBTD
75
Moody National Bank Trust Division
Texas
$1.15M +$182K +3,700 +23%
1 2
3
4 5

AZZ Hedge Fund Activity: Q4 2023 in Review

193 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q4 2023, worth a combined $1.34B — up 31% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new AZZ positions and 16 closed out — a net gain of 13 holders — while 51 added to existing stakes and 74 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $18M. The largest seller was Goldman Sachs, cutting an estimated $9.82M.

  • 193 institutional investors held AZZ Inc (AZZ) as of Q4 2023, up from 180 in Q3 2023.
  • Funds reported $1.34B of AZZ Inc stock for Q4 2023, up 31% quarter-over-quarter.
  • 29 funds opened new AZZ Inc positions in Q4 2023 and 16 closed out, a net change of +13 holders.
  • The largest AZZ Inc buyer in Q4 2023 was Fidelity Investments, an estimated $18M added.
  • The largest AZZ Inc seller in Q4 2023 was Goldman Sachs, an estimated $9.82M sold.

Based on aggregated 13F filings for Q4 2023.