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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
Citadel Advisors
101
Citadel Advisors
Florida
$917K -$88.8K -1,956 -9%
SBH
102
Segall Bryant & Hamill
Illinois
$861K -$33.8K -745 -4%
IGIM
103
I.G. Investment Management
Manitoba, Canada
$821K +$184K +4,046 +32%
BA
104
BlackRock Advisors
Delaware
$798K +$48.2K +1,061 +7%
VOYA Investment Management
105
VOYA Investment Management
Georgia
$788K
VRS
106
Virginia Retirement Systems
Virginia
$777K
Morgan Stanley
107
Morgan Stanley
New York
$714K -$422K -9,293 -39%
AA
108
AlphaMark Advisors
Kentucky
$710K -$203K -4,470 -24%
CAM
109
Capstone Asset Management
Texas
$676K -$95.5K -2,104 -13%
Deutsche Bank
110
Deutsche Bank
Germany
$650K -$782K -17,221 -56%
US Bancorp
111
US Bancorp
Minnesota
$631K +$35.4K +780 +6%
LM
112
Luminus Management
Texas
$600K +$557K +12,272 New
TD Asset Management
113
TD Asset Management
Ontario, Canada
$577K +$81.7K +1,800 +18%
LSERS
114
Louisiana State Employees Retirement System
Louisiana
$577K +$536K +11,800 New
CS
115
Credit Suisse
Switzerland
$572K -$509K -11,214 -49%
IUAM
116
Itau USA Asset Management
New York
$572K
BMCMI
117
Bryn Mawr Capital Management Inc
Pennsylvania
$534K +$496K +10,938 New
MCM
118
Munder Capital Management
Michigan
$509K -$129K -2,850 -21%
CL
119
Croft-Leominster
Maryland
$481K
LMGAM
120
Liberty Mutual Group Asset Management
Massachusetts
$464K +$10.4K +230 +2%
DADC
121
D.A. Davidson & Co
Montana
$448K +$414K +9,118 +10,986%
Citigroup
122
Citigroup
New York
$443K +$292K +6,439 +245%
CIC
123
Cornercap Investment Counsel
Georgia
$438K
M&T Bank
124
M&T Bank
New York
$436K +$405K +8,920 New
U
125
UBS
Switzerland
$429K +$339K +7,471 +564%

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.