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172 hedge funds and large institutions have $1.23B invested in AZZ Inc in 2015 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 56 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

20% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 56

12% more capital invested

Capital invested by funds: $1.1B → $1.23B (+$132M)

8% more funds holding

Funds holding: 160172 (+12)

1% more call options, than puts

Call options by funds: $781K | Put options by funds: $770K

1.91% less ownership

Funds ownership: 88.01%86.1% (-1.9%)

Holders
172
Holders Change
+12
Holders Change %
+7.5%
% of All Funds
4.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
67
Reduced
56
Closed
12
Calls
$781K
Puts
$770K
Net Calls
+$11K
Net Calls Change
+$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
126
Private Advisor Group
New Jersey
$383K +$384K +6,887 New
GIA
127
GHP Investment Advisors
Colorado
$362K +$364K +6,517 New
BNP Paribas Financial Markets
128
BNP Paribas Financial Markets
France
$352K +$13.6K +244 +4%
Envestnet Asset Management
129
Envestnet Asset Management
Illinois
$347K +$31.9K +571 +10%
William Blair & Company
130
William Blair & Company
Illinois
$346K +$348K +6,235 New
Legal & General Group
131
Legal & General Group
United Kingdom
$328K +$30.1K +539 +10%
RCM
132
Riverhead Capital Management
Delaware
$322K +$195K +3,500 +152%
DBT
133
Dubuque Bank & Trust
Iowa
$315K -$99K -1,775 -24%
UFF
134
USA Financial Formulas
Michigan
$312K +$313K +5,606 New
MERSOM
135
Municipal Employees' Retirement System of Michigan
Michigan
$290K +$7.25K +130 +3%
SSWM
136
Sheets Smith Wealth Management
North Carolina
$281K
PA
137
Profund Advisors
Maryland
$264K +$34.6K +620 +15%
BC
138
Burney Company
Virginia
$263K -$18.9K -338 -7%
CFB
139
Cullen/Frost Bankers
Texas
$258K
ProShare Advisors
140
ProShare Advisors
Maryland
$244K +$245K +4,391 New
MSA
141
Mason Street Advisors
Wisconsin
$231K +$20.1K +360 +9%
AG
142
Aperio Group
California
$229K +$229K +4,112 New
HTC
143
Haverford Trust Company
Pennsylvania
$222K +$223K +4,000 New
PI
144
PineBridge Investments
New York
$192K +$11.2K +201 +6%
Canada Life
145
Canada Life
Manitoba, Canada
$156K
Teacher Retirement System of Texas
146
Teacher Retirement System of Texas
Texas
$132K -$43.8K -786 -25%
DADC
147
D.A. Davidson & Co
Montana
$104K -$29.6K -531 -22%
MPWT
148
MassMutual Private Wealth & Trust
Connecticut
$88.9K +$89.3K +1,600 New
IPC
149
Independent Portfolio Consultants
Florida
$79K
AAM
150
Advisors Asset Management
Colorado
$72K +$72.2K +1,294 New

AZZ Hedge Fund Activity: Q4 2015 in Review

172 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q4 2015, worth a combined $1.23B — up 12% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new AZZ positions and 12 closed out — a net gain of 13 holders — while 67 added to existing stakes and 56 trimmed.

The largest buyer was Hancock Whitney, opening a new position worth an estimated $8.7M. The largest seller was Fidelity Investments, cutting an estimated $17.3M.

  • 172 institutional investors held AZZ Inc (AZZ) as of Q4 2015, up from 160 in Q3 2015.
  • Funds reported $1.23B of AZZ Inc stock for Q4 2015, up 12% quarter-over-quarter.
  • 25 funds opened new AZZ Inc positions in Q4 2015 and 12 closed out, a net change of +13 holders.
  • The largest AZZ Inc buyer in Q4 2015 was Hancock Whitney, an estimated $8.7M added.
  • The largest AZZ Inc seller in Q4 2015 was Fidelity Investments, an estimated $17.3M sold.

Based on aggregated 13F filings for Q4 2015.