We are live on ! Find out more

160 hedge funds and large institutions have $1.26B invested in AZZ Inc in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 62 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 50

21% more call options, than puts

Call options by funds: $1.58M | Put options by funds: $1.3M

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

1% more funds holding

Funds holding: 159160 (+1)

1.09% less ownership

Funds ownership: 87.61%86.52% (-1.1%)

7% less capital invested

Capital invested by funds: $1.35B → $1.26B (-$96.6M)

Holders
160
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
3.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
62
Reduced
50
Closed
13
Calls
$1.58M
Puts
$1.3M
Net Calls
+$279K
Net Calls Change
-$394K
Name Holding Trade Value Shares
Change
Change in
Stake
GHCM
126
Glen Harbor Capital Management
California
$159K +$57.9K +1,020 +56%
Envestnet Asset Management
127
Envestnet Asset Management
Illinois
$153K -$16.2K -285 -9%
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$146K
AAM
129
Advisors Asset Management
Colorado
$139K -$7.27K -128 -5%
MCIM
130
Meadow Creek Investment Management
Georgia
$131K +$47.7K +840 +56%
AIP
131
Ameritas Investment Partners
Nebraska
$125K
FDCDDQ
132
Federation des caisses Desjardins du Quebec
Quebec, Canada
$120K -$222K -3,909 -64%
CAL
133
Capital Analysts LLC
Pennsylvania
$108K +$110K +1,935 New
EP
134
Elkfork Partners
Oregon
$103K +$37.5K +660 +56%
Creative Planning
135
Creative Planning
Kansas
$90K +$57 +1 +0.1%
RCM
136
Riverhead Capital Management
Delaware
$85K +$35.8K +631 +70%
TAM
137
Tyers Asset Management
Texas
$75K +$27.3K +480 +56%
Ohio Public Employees Retirement System (OPERS)
138
Ohio Public Employees Retirement System (OPERS)
Ohio
$73K +$9.31K +164 +14%
LIA
139
LS Investment Advisors
Michigan
$57K
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$48K +$9.37K +165 +24%
JP Morgan Chase
141
JP Morgan Chase
New York
$46K -$478K -8,408 -91%
EWM
142
Evercore Wealth Management
New York
$36K
SWA
143
Sutton Wealth Advisors
Florida
$34.4K
QT
144
Quantbot Technologies
New York
$33K -$94K -1,655 -73%
GWM
145
Geneos Wealth Management
Colorado
$23K
OIA
146
OneDigital Investment Advisors
Kansas
$18K +$18.2K +320 New
PA
147
Parallel Advisors
California
$15K
GT
148
Glenmede Trust
Pennsylvania
$13K
EWM
149
Endurance Wealth Management
Rhode Island
$8K
VCM
150
Versant Capital Management
Arizona
$7K

AZZ Hedge Fund Activity: Q2 2017 in Review

160 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q2 2017, worth a combined $1.26B — down 7.1% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new AZZ positions and 13 closed out — a net gain of 2 holders — while 62 added to existing stakes and 50 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $7.71M. The largest seller was Segall Bryant & Hamill, cutting an estimated $8.35M.

  • 160 institutional investors held AZZ Inc (AZZ) as of Q2 2017, up from 159 in Q1 2017.
  • Funds reported $1.26B of AZZ Inc stock for Q2 2017, down 7.1% quarter-over-quarter.
  • 15 funds opened new AZZ Inc positions in Q2 2017 and 13 closed out, a net change of +2 holders.
  • The largest AZZ Inc buyer in Q2 2017 was Neuberger Berman Group, an estimated $7.71M added.
  • The largest AZZ Inc seller in Q2 2017 was Segall Bryant & Hamill, an estimated $8.35M sold.

Based on aggregated 13F filings for Q2 2017.