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AZZ Inc
AZZ

172 hedge funds and large institutions have $1.2B invested in AZZ Inc in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 49 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

339% more call options, than puts

Call options by funds: $1.77M | Put options by funds: $404K

210% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 10

24% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 49

13% more funds holding

Funds holding: 152 → 172 (+20)

13% more capital invested

Capital invested by funds: $1.06B → $1.2B (+$136M)

2.68% less ownership

Funds ownership: 93.94% → 91.25% (-2.7%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
172
Holders Change
+20
Holders Change %
+13.16%
% of All Funds
3.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
31
Increased
61
Reduced
49
Closed
10
Calls
$1.77M
Puts
$404K
Net Calls
+$1.37M
Net Calls Change
+$1.18M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.39M
2
BlackRock
BlackRock
New York
+$8.09M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$6.99M
4
Norges Bank
Norges Bank
Norway
+$4.17M
5
Renaissance Technologies
Renaissance Technologies
New York
+$4.01M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$33.7M
2
American Century Companies
American Century Companies
Missouri
-$14.3M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$10.9M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$8.71M
5
RCM
Rutabaga Capital Management
Massachusetts
-$5.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
KTA
76
Keeley-Teton Advisors
Illinois
$1.02M -$294K -5,501 -21%
TA
77
Teton Advisors
New York
$1.01M – – –
JP Morgan Chase
78
JP Morgan Chase
New York
$991K +$662K +12,409 +172%
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$922K -$2.47M -46,369 -72%
Public Sector Pension Investment Board (PSP Investments)
80
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$902K +$78.7K +1,474 +9%
State of Tennessee, Department of Treasury
81
State of Tennessee, Department of Treasury
Tennessee
$901K -$3.25K -61 -0.3%
UBS AM
82
UBS AM
Illinois
$858K – – –
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$836K – – –
TPSF
84
Texas Permanent School Fund
Texas
$827K -$22.4K -420 -3%
Citigroup
85
Citigroup
New York
$821K +$407K +7,630 +89%
KeyBank National Association
86
KeyBank National Association
Ohio
$678K -$68K -1,275 -9%
EGM
87
Engineers Gate Manager
New York
$649K +$686K +12,851 New
UBS Group
88
UBS Group
Switzerland
$648K +$148K +2,767 +27%
SDIC
89
South Dakota Investment Council
South Dakota
$631K -$299K -5,600 -31%
LSERS
90
Louisiana State Employees Retirement System
Louisiana
$581K -$10.7K -200 -2%
EVM
91
Eaton Vance Management
Massachusetts
$574K – – –
SSWM
92
Sheets Smith Wealth Management
North Carolina
$543K +$7.04K +132 +1%
O
93
OppenheimerFunds
New York
$540K -$30.2K -566 -5%
GIA
94
GHP Investment Advisors
Colorado
$539K +$53 +1 +0%
MIM
95
MetLife Investment Management
New Jersey
$531K -$108K -2,015 -16%
VOYA Investment Management
96
VOYA Investment Management
Georgia
$530K -$26.6K -499 -5%
MLICM
97
Metropolitan Life Insurance Company (MetLife)
New York
$434K – – –
SOADOR
98
State of Alaska Department of Revenue
Alaska
$433K +$3.74K +70 +0.8%
TAM
99
THB Asset Management
Connecticut
$431K -$83K -1,556 -15%
ARTA
100
A.R.T. Advisors
New York
$405K -$320K -6,000 -43%
2 3
4
5 6

AZZ Hedge Fund Activity: Q3 2018 in Review

172 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q3 2018, worth a combined $1.2B — up 13% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AZZ positions and 10 closed out — a net gain of 21 holders — while 61 added to existing stakes and 49 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.39M. The largest seller was Fidelity Investments, cutting an estimated $33.7M.

  • 172 institutional investors held AZZ Inc (AZZ) as of Q3 2018, up from 152 in Q2 2018.
  • Funds reported $1.2B of AZZ Inc stock for Q3 2018, up 13% quarter-over-quarter.
  • 31 funds opened new AZZ Inc positions in Q3 2018 and 10 closed out, a net change of +21 holders.
  • The largest AZZ Inc buyer in Q3 2018 was Morgan Stanley, an estimated $8.39M added.
  • The largest AZZ Inc seller in Q3 2018 was Fidelity Investments, an estimated $33.7M sold.

Based on aggregated 13F filings for Q3 2018.