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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
Truist Financial
76
Truist Financial
North Carolina
$1.13M -$101K -2,053 -10%
JCIA
77
Jackson Creek Investment Advisors
Colorado
$1.12M +$949K +19,295 New
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$1.1M +$156K +3,169 +20%
NSIM
79
North Star Investment Management
Illinois
$1.08M – – –
Millennium Management
80
Millennium Management
New York
$1.04M +$101K +2,059 +13%
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$1.02M -$14.8K -300 -2%
TA
82
Tectonic Advisors
Texas
$903K +$10.9K +221 +1%
TI
83
Tidal Investments
Wisconsin
$898K +$760K +15,459 New
SOADOR
84
State of Alaska Department of Revenue
Alaska
$896K -$7.18K -146 -0.9%
Ensign Peak Advisors
85
Ensign Peak Advisors
Utah
$884K – – –
Citigroup
86
Citigroup
New York
$881K +$271K +5,518 +57%
RP
87
Riverwater Partners
Wisconsin
$858K +$5.71K +116 +0.8%
SDIC
88
South Dakota Investment Council
South Dakota
$825K – – –
First Trust Advisors
89
First Trust Advisors
Illinois
$823K +$697K +14,172 New
IMRF
90
Illinois Municipal Retirement Fund
Illinois
$819K -$63.2K -1,284 -8%
TA
91
Teton Advisors
New York
$813K – – –
Citadel Advisors
92
Citadel Advisors
Florida
$793K -$137K -2,782 -17%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$786K +$3.25K +66 +0.5%
AIG
94
American International Group
New York
$785K -$5.51K -112 -0.8%
YCM
95
Yousif Capital Management
Michigan
$783K +$50.3K +1,023 +8%
Two Sigma Investments
96
Two Sigma Investments
New York
$743K +$629K +12,787 New
MIM
97
MetLife Investment Management
New Jersey
$739K – – –
DM
98
Delphi Management
Massachusetts
$734K +$621K +12,627 New
Balyasny Asset Management
99
Balyasny Asset Management
Illinois
$734K +$621K +12,628 New
LSERS
100
Louisiana State Employees Retirement System
Louisiana
$726K -$9.84K -200 -2%
2 3
4
5 6

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.