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156 hedge funds and large institutions have $1.23B invested in AZZ Inc in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 61 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 48

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

9% more capital invested

Capital invested by funds: $1.13B → $1.23B (+$97.6M)

3.28% more ownership

Funds ownership: 89.31%92.59% (+3.3%)

2% more funds holding

Funds holding: 153156 (+3)

6% less call options, than puts

Call options by funds: $756K | Put options by funds: $802K

Holders
156
Holders Change
+3
Holders Change %
+1.96%
% of All Funds
3.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
61
Reduced
48
Closed
16
Calls
$756K
Puts
$802K
Net Calls
-$46K
Net Calls Change
-$952K
Name Holding Trade Value Shares
Change
Change in
Stake
HIC
101
Harvey Investment Company
Kentucky
$341K
William Blair & Company
102
William Blair & Company
Illinois
$319K
Millennium Management
103
Millennium Management
New York
$297K +$275K +5,811 New
CPH
104
C Partners Holding
Switzerland
$281K +$260K +5,490 New
PIA
105
Piedmont Investment Advisors
North Carolina
$273K -$15.5K -327 -6%
CGH
106
Crossmark Global Holdings
Texas
$273K +$9.27K +196 +4%
BCM
107
Beddow Capital Management
Wyoming
$271K
SSWM
108
Sheets Smith Wealth Management
North Carolina
$265K
SOADOR
109
State of Alaska Department of Revenue
Alaska
$263K
AG
110
Aperio Group
California
$250K -$9.89K -209 -4%
CFB
111
Cullen/Frost Bankers
Texas
$237K
ProShare Advisors
112
ProShare Advisors
Maryland
$237K +$220K +4,644 New
XK
113
Xact Kapitalforvaltning
Sweden
$222K +$205K +4,337 New
GHCM
114
Glen Harbor Capital Management
California
$212K +$45K +952 +30%
PA
115
Profund Advisors
Maryland
$204K +$189K +3,996 New
Parallax Volatility Advisers
116
Parallax Volatility Advisers
California
$202K +$187K +3,948 New
M&T Bank
117
M&T Bank
New York
$201K +$186K +3,932 New
MCIM
118
Meadow Creek Investment Management
Georgia
$175K +$37.1K +784 +30%
US Bancorp
119
US Bancorp
Minnesota
$164K -$14.9K -315 -9%
EP
120
Elkfork Partners
Oregon
$137K +$29.1K +616 +30%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$133K
Envestnet Asset Management
122
Envestnet Asset Management
Illinois
$122K -$13.8K -292 -11%
AIP
123
Ameritas Investment Partners
Nebraska
$114K
RCM
124
Riverhead Capital Management
Delaware
$107K +$18.9K +400 +24%
TAM
125
Tyers Asset Management
Texas
$100K +$21.2K +448 +30%

AZZ Hedge Fund Activity: Q4 2017 in Review

156 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q4 2017, worth a combined $1.23B — up 8.6% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new AZZ positions and 16 closed out — a net gain of 4 holders — while 61 added to existing stakes and 48 trimmed.

The largest buyer was Rutabaga Capital Management, opening a new position worth an estimated $12.2M. The largest seller was Cortina Asset Management, exiting entirely with an estimated $4.63M sold.

  • 156 institutional investors held AZZ Inc (AZZ) as of Q4 2017, up from 153 in Q3 2017.
  • Funds reported $1.23B of AZZ Inc stock for Q4 2017, up 8.6% quarter-over-quarter.
  • 20 funds opened new AZZ Inc positions in Q4 2017 and 16 closed out, a net change of +4 holders.
  • The largest AZZ Inc buyer in Q4 2017 was Rutabaga Capital Management, an estimated $12.2M added.
  • The largest AZZ Inc seller in Q4 2017 was Cortina Asset Management, an estimated $4.63M sold.

Based on aggregated 13F filings for Q4 2017.