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153 hedge funds and large institutions have $1.13B invested in AZZ Inc in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 62 increasing their positions, 47 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $1.66M | Put options by funds: $755K

32% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 47

2.79% more ownership

Funds ownership: 86.52%89.31% (+2.8%)

4% less funds holding

Funds holding: 160153 (-7)

10% less capital invested

Capital invested by funds: $1.26B → $1.13B (-$126M)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

Holders
153
Holders Change
-7
Holders Change %
-4.38%
% of All Funds
3.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
62
Reduced
47
Closed
19
Calls
$1.66M
Puts
$755K
Net Calls
+$906K
Net Calls Change
+$627K
Name Holding Trade Value Shares
Change
Change in
Stake
HIC
101
Harvey Investment Company
Kentucky
$325K -$99.5K -2,000 -23%
MSA
102
Mason Street Advisors
Wisconsin
$321K +$8.01K +161 +3%
William Blair & Company
103
William Blair & Company
Illinois
$304K
IGIM
104
I.G. Investment Management
Manitoba, Canada
$289K +$295K +5,924 New
PIA
105
Piedmont Investment Advisors
North Carolina
$276K +$1.59K +32 +0.6%
BCM
106
Beddow Capital Management
Wyoming
$258K
SSWM
107
Sheets Smith Wealth Management
North Carolina
$252K
SOADOR
108
State of Alaska Department of Revenue
Alaska
$251K +$995 +20 +0.4%
CGH
109
Crossmark Global Holdings
Texas
$251K +$256K +5,156 New
AG
110
Aperio Group
California
$248K -$14.7K -295 -5%
Squarepoint
111
Squarepoint
New York
$246K +$251K +5,051 New
CFB
112
Cullen/Frost Bankers
Texas
$226K
SIP
113
Stoneridge Investment Partners
Pennsylvania
$221K +$226K +4,542 New
US Bancorp
114
US Bancorp
Minnesota
$172K -$30.1K -605 -15%
PI
115
PineBridge Investments
New York
$158K -$10.1K -204 -6%
TRCT
116
Tower Research Capital (TRC)
New York
$157K +$161K +3,233 New
GHCM
117
Glen Harbor Capital Management
California
$156K +$16.9K +340 +12%
CAL
118
Capital Analysts LLC
Pennsylvania
$134K +$40.5K +815 +42%
Envestnet Asset Management
119
Envestnet Asset Management
Illinois
$131K -$2.94K -59 -2%
MCIM
120
Meadow Creek Investment Management
Georgia
$128K +$13.9K +280 +12%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$126K -$995 -20 -0.8%
AIP
122
Ameritas Investment Partners
Nebraska
$109K
AAM
123
Advisors Asset Management
Colorado
$103K -$18.3K -368 -15%
Barclays
124
Barclays
United Kingdom
$101K -$110K -2,219 -52%
EP
125
Elkfork Partners
Oregon
$101K +$10.9K +220 +12%

AZZ Hedge Fund Activity: Q3 2017 in Review

153 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q3 2017, worth a combined $1.13B — down 10% from $1.26B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of AZZ and 13 opened new positions — a net loss of 6 holders — while 47 trimmed existing stakes and 62 added.

The largest buyer was American Century Companies, opening a new position worth an estimated $17.4M. The largest seller was STRS Ohio, exiting entirely with an estimated $3.91M sold.

  • 153 institutional investors held AZZ Inc (AZZ) as of Q3 2017, down from 160 in Q2 2017.
  • Funds reported $1.13B of AZZ Inc stock for Q3 2017, down 10% quarter-over-quarter.
  • 13 funds opened new AZZ Inc positions in Q3 2017 and 19 closed out, a net change of -6 holders.
  • The largest AZZ Inc buyer in Q3 2017 was American Century Companies, an estimated $17.4M added.
  • The largest AZZ Inc seller in Q3 2017 was STRS Ohio, an estimated $3.91M sold.

Based on aggregated 13F filings for Q3 2017.