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AZZ Inc
AZZ

161 hedge funds and large institutions have $1.02B invested in AZZ Inc in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

3% more funds holding

Funds holding: 157 → 161 (+4)

3% more capital invested

Capital invested by funds: $995M → $1.02B (+$25.9M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.97% less ownership

Funds ownership: 87.59% → 86.62% (-0.97%)

14% less call options, than puts

Call options by funds: $742K | Put options by funds: $862K

14% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 64

Holders
161
Holders Change
+4
Holders Change %
+2.55%
% of All Funds
4.63%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
15
Increased
55
Reduced
64
Closed
11
Calls
$742K
Puts
$862K
Net Calls
-$120K
Net Calls Change
-$30K

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$10.7M
2
SO
STRS Ohio
Ohio
+$4.2M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.54M
4
PTC
Philadelphia Trust Company
Pennsylvania
+$3.09M
5
TAM
THB Asset Management
Connecticut
+$2.39M

Top Sellers

1
KCM
Kennedy Capital Management
Missouri
-$7.35M
2
AAM
ACK Asset Management
Connecticut
-$6.7M
3
OC
Oppenheimer & Co
New York
-$5.22M
4
BFA
BlackRock Fund Advisors
California
-$4.21M
5
MPAM
Monarch Partners Asset Management
Massachusetts
-$2.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
OA
126
OFI Advisors
Pennsylvania
$300K +$41K +930 +17%
BC
127
Burney Company
Virginia
$298K -$8.82K -200 -3%
PA
128
Profund Advisors
Maryland
$293K -$5.82K -132 -2%
MERSOM
129
Municipal Employees' Retirement System of Michigan
Michigan
$286K – – –
DADC
130
D.A. Davidson & Co
Montana
$276K -$131K -2,966 -33%
RCM
131
Rotella Capital Management
Washington
$251K +$241K +5,457 New
OC
132
Oppenheimer & Co
New York
$230K -$5.22M -118,250 -96%
IUAM
133
Itau USA Asset Management
New York
$226K – – –
SIM
134
Spark Investment Management
New York
$225K +$216K +4,900 New
BTCOSD
135
Bankers Trust Company of South Dakota
Iowa
$223K – – –
Two Sigma Advisers
136
Two Sigma Advisers
New York
$217K +$207K +4,700 New
CFB
137
Cullen/Frost Bankers
Texas
$214K – – –
SSWM
138
Sheets Smith Wealth Management
North Carolina
$214K +$205K +4,642 New
DCM
139
Dean Capital Management
Kansas
$210K +$8.38K +190 +4%
TI
140
Turner Investments
Pennsylvania
$195K -$15.7K -355 -8%
PI
141
PineBridge Investments
New York
$182K -$107K -2,434 -38%
FPA
142
First Pacific Advisors
California
$115K – – –
Wells Fargo
143
Wells Fargo
California
$104K -$70.6K -1,600 -41%
VFA
144
Virtus Fund Advisers
Connecticut
$101K +$96.3K +2,183 New
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$78K +$57.6K +1,307 +344%
BNP Paribas Financial Markets
146
BNP Paribas Financial Markets
France
$67.8K +$573 +13 +0.9%
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$55K +$27.7K +628 +109%
ST
148
SpiderRock Trading
Illinois
$44K – – –
Teacher Retirement System of Texas
149
Teacher Retirement System of Texas
Texas
$44K – – –
Canada Life
150
Canada Life
Manitoba, Canada
$41K – – –
3 4 5
6
7

AZZ Hedge Fund Activity: Q2 2014 in Review

161 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q2 2014, worth a combined $1.02B — up 2.6% from $995M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new AZZ positions and 11 closed out — a net gain of 4 holders — while 55 added to existing stakes and 64 trimmed.

The largest buyer was Norges Bank, adding an estimated $10.7M. The largest seller was Kennedy Capital Management, cutting an estimated $7.35M.

  • 161 institutional investors held AZZ Inc (AZZ) as of Q2 2014, up from 157 in Q1 2014.
  • Funds reported $1.02B of AZZ Inc stock for Q2 2014, up 2.6% quarter-over-quarter.
  • 15 funds opened new AZZ Inc positions in Q2 2014 and 11 closed out, a net change of +4 holders.
  • The largest AZZ Inc buyer in Q2 2014 was Norges Bank, an estimated $10.7M added.
  • The largest AZZ Inc seller in Q2 2014 was Kennedy Capital Management, an estimated $7.35M sold.

Based on aggregated 13F filings for Q2 2014.