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AZZ Inc
AZZ

161 hedge funds and large institutions have $1.02B invested in AZZ Inc in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

3% more funds holding

Funds holding: 157 → 161 (+4)

3% more capital invested

Capital invested by funds: $995M → $1.02B (+$25.9M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.97% less ownership

Funds ownership: 87.59% → 86.62% (-0.97%)

14% less call options, than puts

Call options by funds: $742K | Put options by funds: $862K

14% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 64

Holders
161
Holders Change
+4
Holders Change %
+2.55%
% of All Funds
4.63%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
15
Increased
55
Reduced
64
Closed
11
Calls
$742K
Puts
$862K
Net Calls
-$120K
Net Calls Change
-$30K

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$10.7M
2
SO
STRS Ohio
Ohio
+$4.2M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.54M
4
PTC
Philadelphia Trust Company
Pennsylvania
+$3.09M
5
TAM
THB Asset Management
Connecticut
+$2.39M

Top Sellers

1
KCM
Kennedy Capital Management
Missouri
-$7.35M
2
AAM
ACK Asset Management
Connecticut
-$6.7M
3
OC
Oppenheimer & Co
New York
-$5.22M
4
BFA
BlackRock Fund Advisors
California
-$4.21M
5
MPAM
Monarch Partners Asset Management
Massachusetts
-$2.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
76
Morgan Stanley
New York
$1.4M +$497K +11,279 +59%
Nisa Investment Advisors
77
Nisa Investment Advisors
Missouri
$1.38M – – –
Swiss National Bank
78
Swiss National Bank
Switzerland
$1.34M – – –
Creative Planning
79
Creative Planning
Kansas
$1.32M – – –
SBH
80
Segall Bryant & Hamill
Illinois
$1.31M +$431K +9,783 +53%
Lord, Abbett & Co
81
Lord, Abbett & Co
New Jersey
$1.29M – – –
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$1.29M +$6.17K +140 +0.5%
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$1.25M -$48.5K -1,100 -4%
TRSOTSOK
84
Teachers Retirement System of the State of Kentucky
Kentucky
$1.22M -$30.9K -700 -3%
Millennium Management
85
Millennium Management
New York
$1.2M +$1.15M +25,962 New
TPSF
86
Texas Permanent School Fund
Texas
$1.19M +$3.53K +80 +0.3%
IIM
87
Ironwood Investment Management
Massachusetts
$1.12M -$13.2K -300 -1%
BG
88
BlackRock Group
United Kingdom
$1.08M -$165K -3,745 -14%
IGIM
89
I.G. Investment Management
Manitoba, Canada
$1.06M +$113K +2,565 +13%
CS
90
Credit Suisse
Switzerland
$1.06M +$360K +8,158 +55%
Goldman Sachs
91
Goldman Sachs
New York
$1.06M -$173K -3,918 -15%
PPA
92
Parametric Portfolio Associates
Washington
$1.06M -$95.9K -2,175 -9%
RFC
93
Regions Financial Corp
Alabama
$1.05M +$57.8K +1,311 +6%
State of Tennessee, Department of Treasury
94
State of Tennessee, Department of Treasury
Tennessee
$1.01M -$44.1K -1,000 -4%
MLICM
95
Metropolitan Life Insurance Company (MetLife)
New York
$956K – – –
NSEDCP
96
NJ State Employees Deferred Compensation Plan
New Jersey
$922K – – –
TA
97
Teton Advisors
New York
$922K – – –
AIG
98
American International Group
New York
$900K -$16.5K -373 -2%
ASRS
99
Arizona State Retirement System
Arizona
$834K +$8.82K +200 +1%
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$822K +$787K +17,846 New
2 3
4
5 6

AZZ Hedge Fund Activity: Q2 2014 in Review

161 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q2 2014, worth a combined $1.02B — up 2.6% from $995M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new AZZ positions and 11 closed out — a net gain of 4 holders — while 55 added to existing stakes and 64 trimmed.

The largest buyer was Norges Bank, adding an estimated $10.7M. The largest seller was Kennedy Capital Management, cutting an estimated $7.35M.

  • 161 institutional investors held AZZ Inc (AZZ) as of Q2 2014, up from 157 in Q1 2014.
  • Funds reported $1.02B of AZZ Inc stock for Q2 2014, up 2.6% quarter-over-quarter.
  • 15 funds opened new AZZ Inc positions in Q2 2014 and 11 closed out, a net change of +4 holders.
  • The largest AZZ Inc buyer in Q2 2014 was Norges Bank, an estimated $10.7M added.
  • The largest AZZ Inc seller in Q2 2014 was Kennedy Capital Management, an estimated $7.35M sold.

Based on aggregated 13F filings for Q2 2014.