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AZZ Inc
AZZ

159 hedge funds and large institutions have $1.35B invested in AZZ Inc in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 62 increasing their positions, 55 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $1.9M | Put options by funds: $1.23M

13% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 55

0.24% less ownership

Funds ownership: 87.86% → 87.61% (-0.24%)

7% less capital invested

Capital invested by funds: $1.46B → $1.35B (-$107M)

12% less funds holding

Funds holding: 181 → 159 (-22)

58% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 26

Holders
159
Holders Change
-22
Holders Change %
-12.15%
% of All Funds
3.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
62
Reduced
55
Closed
26
Calls
$1.9M
Puts
$1.23M
Net Calls
+$673K
Net Calls Change
+$1.71M

Top Buyers

1
BlackRock
BlackRock
New York
+$183M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$23.6M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$15.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$5.78M
5
EVM
Eaton Vance Management
Massachusetts
+$4.02M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.2M
2
HW
Hancock Whitney
Mississippi
-$10M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.86M
4
Goldman Sachs
Goldman Sachs
New York
-$5.49M
5
PAM
Panagora Asset Management
Massachusetts
-$5.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
126
Advisors Asset Management
Colorado
$156K -$6.67K -113 -4%
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$155K +$9.92K +168 +7%
QT
128
Quantbot Technologies
New York
$134K +$104K +1,769 +364%
AIP
129
Ameritas Investment Partners
Nebraska
$133K +$132K +2,237 New
GHCM
130
Glen Harbor Capital Management
California
$109K +$10K +170 +10%
Creative Planning
131
Creative Planning
Kansas
$96K +$87.4K +1,480 +1,184%
MCIM
132
Meadow Creek Investment Management
Georgia
$90K +$8.27K +140 +10%
CG
133
Cutler Group
California
$80K +$79.7K +1,350 New
EP
134
Elkfork Partners
Oregon
$71K +$6.49K +110 +10%
Ohio Public Employees Retirement System (OPERS)
135
Ohio Public Employees Retirement System (OPERS)
Ohio
$69K +$3.25K +55 +5%
LIA
136
LS Investment Advisors
Michigan
$60K – – –
RCM
137
Riverhead Capital Management
Delaware
$54K – – –
TAM
138
Tyers Asset Management
Texas
$51K +$4.72K +80 +10%
PCM
139
Prelude Capital Management
New York
$44K +$44.1K +747 New
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$41K – – –
Barclays
141
Barclays
United Kingdom
$40K -$11.7K -198 -23%
EWM
142
Evercore Wealth Management
New York
$39K -$2.95K -50 -7%
SWA
143
Sutton Wealth Advisors
Florida
$36.7K – – –
GWM
144
Geneos Wealth Management
Colorado
$24K – – –
PA
145
Parallel Advisors
California
$17K – – –
GT
146
Glenmede Trust
Pennsylvania
$13K – – –
EWM
147
Endurance Wealth Management
Rhode Island
$9K – – –
LTFS
148
Ladenburg Thalmann Financial Services
Florida
$8K -$26.6K -451 -76%
VCM
149
Versant Capital Management
Arizona
$8K +$886 +15 +13%
TRCT
150
Tower Research Capital (TRC)
New York
$6K -$37.7K -639 -86%
4 5
6
7 8

AZZ Hedge Fund Activity: Q1 2017 in Review

159 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q1 2017, worth a combined $1.35B — down 7.3% from $1.46B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of AZZ and 11 opened new positions — a net loss of 15 holders — while 55 trimmed existing stakes and 62 added.

The largest buyer was BlackRock, adding an estimated $183M. The largest seller was Fidelity Investments, cutting an estimated $14.2M.

  • 159 institutional investors held AZZ Inc (AZZ) as of Q1 2017, down from 181 in Q4 2016.
  • Funds reported $1.35B of AZZ Inc stock for Q1 2017, down 7.3% quarter-over-quarter.
  • 11 funds opened new AZZ Inc positions in Q1 2017 and 26 closed out, a net change of -15 holders.
  • The largest AZZ Inc buyer in Q1 2017 was BlackRock, an estimated $183M added.
  • The largest AZZ Inc seller in Q1 2017 was Fidelity Investments, an estimated $14.2M sold.

Based on aggregated 13F filings for Q1 2017.