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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
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$88K +$10.5K +221 +15%
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$67K +$21.9K +462 +54%
II
128
Inspire Investing
Idaho
$60K +$55.1K +1,165 New
TRCT
129
Tower Research Capital (TRC)
New York
$54K -$103K -2,173 -67%
AAM
130
Advisors Asset Management
Colorado
$47K -$56.9K -1,203 -57%
LIA
131
LS Investment Advisors
Michigan
$41K -$9.65K -204 -20%
EWM
132
Evercore Wealth Management
New York
$33K
GWM
133
Geneos Wealth Management
Colorado
$21K
PGA
134
Premia Global Advisors
Florida
$17K +$16.6K +350 New
OIA
135
OneDigital Investment Advisors
Kansas
$16K
SWA
136
Sutton Wealth Advisors
Florida
$15.3K -$15K -318 -52%
PA
137
Parallel Advisors
California
$15K
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$12K -$18.6K -393 -62%
LTFS
139
Ladenburg Thalmann Financial Services
Florida
$12K +$7.95K +168 +240%
EWM
140
Endurance Wealth Management
Rhode Island
$8K
VCM
141
Versant Capital Management
Arizona
$5K -$473 -10 -9%
VFA
142
Valeo Financial Advisors
Indiana
$5K
GT
143
Glenmede Trust
Pennsylvania
$4K
IA
144
IFP Advisors
Florida
$4K
Group One Trading
145
Group One Trading
Illinois
$4K +$3.64K +77 +1,100%
GAM
146
Gemmer Asset Management
California
$3K +$379 +8 +15%
RFC
147
Regions Financial Corp
Alabama
$3K +$2.6K +55 New
LFA
148
Legacy Financial Advisors
Kentucky
$3K +$3.12K +66 New
AG
149
Advisor Group
Arizona
$2K -$2.18K -46 -54%
WAM
150
Wealthspire Advisors (Maryland)
Maryland
$2K +$757 +16 +100%

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.