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170 hedge funds and large institutions have $1.06B invested in AZZ Inc in 2013 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more capital invested

Capital invested by funds: $884M → $1.06B (+$181M)

2.72% more ownership

Funds ownership: 83.23%85.95% (+2.7%)

1% less funds holding

Funds holding: 171170 (-1)

2% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 63

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

25% less call options, than puts

Call options by funds: $585K | Put options by funds: $777K

Holders
170
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
4.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
17
Increased
62
Reduced
63
Closed
18
Calls
$585K
Puts
$777K
Net Calls
-$192K
Net Calls Change
+$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$1.71M +$23.1K +510 +1%
BG
77
BlackRock Group
United Kingdom
$1.63M +$159K +3,497 +12%
Invesco
78
Invesco
Georgia
$1.62M +$366K +8,066 +32%
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$1.61M -$49.9K -1,100 -3%
JP Morgan Chase
80
JP Morgan Chase
New York
$1.52M -$822K -18,110 -37%
WA
81
Wasatch Advisors
Utah
$1.47M -$817K -18,000 -38%
Nisa Investment Advisors
82
Nisa Investment Advisors
Missouri
$1.47M
Creative Planning
83
Creative Planning
Kansas
$1.4M -$56.7K -1,249 -4%
DP
84
Dearborn Partners
Illinois
$1.4M +$1.3M +28,670 New
TRSOTSOK
85
Teachers Retirement System of the State of Kentucky
Kentucky
$1.39M -$40.9K -900 -3%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$1.36M
RFC
87
Regions Financial Corp
Alabama
$1.33M -$58.6K -1,292 -5%
State of Tennessee, Department of Treasury
88
State of Tennessee, Department of Treasury
Tennessee
$1.31M
TPSF
89
Texas Permanent School Fund
Texas
$1.31M -$6.85K -151 -0.6%
PPA
90
Parametric Portfolio Associates
Washington
$1.24M -$53K -1,168 -4%
CCMH
91
Cornerstone Capital Management Holdings
New York
$1.21M -$767K -16,900 -41%
VCAM
92
Valentine Capital Asset Management
California
$1.18M -$187K -4,110 -15%
Wells Fargo
93
Wells Fargo
California
$1.16M +$880K +19,392 +444%
IIM
94
Ironwood Investment Management
Massachusetts
$1.13M
Swiss National Bank
95
Swiss National Bank
Switzerland
$1.1M
MLICM
96
Metropolitan Life Insurance Company (MetLife)
New York
$1.01M +$6.76K +149 +0.7%
ASRS
97
Arizona State Retirement System
Arizona
$987K -$118K -2,600 -11%
NSEDCP
98
NJ State Employees Deferred Compensation Plan
New Jersey
$977K
TA
99
Teton Advisors
New York
$977K
AIG
100
American International Group
New York
$946K +$4.9K +108 +0.6%

AZZ Hedge Fund Activity: Q4 2013 in Review

170 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q4 2013, worth a combined $1.06B — up 20% from $884M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of AZZ and 17 opened new positions — a net loss of 1 holder — while 63 trimmed existing stakes and 62 added.

The largest buyer was Van Berkom & Associates, adding an estimated $11.6M. The largest seller was Putnam Investments, cutting an estimated $5.49M.

  • 170 institutional investors held AZZ Inc (AZZ) as of Q4 2013, down from 171 in Q3 2013.
  • Funds reported $1.06B of AZZ Inc stock for Q4 2013, up 20% quarter-over-quarter.
  • 17 funds opened new AZZ Inc positions in Q4 2013 and 18 closed out, a net change of -1 holder.
  • The largest AZZ Inc buyer in Q4 2013 was Van Berkom & Associates, an estimated $11.6M added.
  • The largest AZZ Inc seller in Q4 2013 was Putnam Investments, an estimated $5.49M sold.

Based on aggregated 13F filings for Q4 2013.