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152 hedge funds and large institutions have $1.06B invested in AZZ Inc in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 34

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

20% more call options, than puts

Call options by funds: $1.18M | Put options by funds: $988K

3% more funds holding

Funds holding: 148152 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $1.09B → $1.06B (-$31.9M)

2.57% less ownership

Funds ownership: 96.5%93.94% (-2.6%)

Holders
152
Holders Change
+4
Holders Change %
+2.7%
% of All Funds
3.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
64
Reduced
34
Closed
9
Calls
$1.18M
Puts
$988K
Net Calls
+$194K
Net Calls Change
+$383K
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$69K +$7.89K +178 +13%
BNP Paribas Financial Markets
127
BNP Paribas Financial Markets
France
$63.2K -$307K -6,918 -83%
Envestnet Asset Management
128
Envestnet Asset Management
Illinois
$63K -$1.95K -44 -3%
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$56K +$18K +407 +45%
AAM
130
Advisors Asset Management
Colorado
$37K -$2.57K -58 -6%
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$37K +$11K +248 +42%
LIA
132
LS Investment Advisors
Michigan
$35K
US Bancorp
133
US Bancorp
Minnesota
$32K -$148K -3,340 -82%
SWA
134
Sutton Wealth Advisors
Florida
$25.8K
GWM
135
Geneos Wealth Management
Colorado
$16K
QCG
136
Quadrant Capital Group
Ohio
$15K +$2.17K +49 +15%
OIA
137
OneDigital Investment Advisors
Kansas
$14K
PA
138
Parallel Advisors
California
$13K
AG
139
Advisor Group
Arizona
$12K
LTFS
140
Ladenburg Thalmann Financial Services
Florida
$10K
VFA
141
Valeo Financial Advisors
Indiana
$5K
JA
142
JOYN Advisors
Georgia
$5K +$3.63K +82 +273%
LFA
143
Legacy Financial Advisors
Kentucky
$4K
NWM
144
Northwest Wealth Management
Iowa
$4K
IA
145
IFP Advisors
Florida
$4K +$266 +6 +8%
MOACM
146
Mutual of America Capital Management
New York
$4K +$4.26K +96 New
VCM
147
Versant Capital Management
Arizona
$3K
WAM
148
Wealthspire Advisors (Maryland)
Maryland
$3K +$532 +12 +25%
GAM
149
Gemmer Asset Management
California
$3K +$665 +15 +31%
RFC
150
Regions Financial Corp
Alabama
$2K

AZZ Hedge Fund Activity: Q2 2018 in Review

152 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q2 2018, worth a combined $1.06B — down 2.9% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new AZZ positions and 9 closed out — a net gain of 5 holders — while 64 added to existing stakes and 34 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $11.8M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $36.3M.

  • 152 institutional investors held AZZ Inc (AZZ) as of Q2 2018, up from 148 in Q1 2018.
  • Funds reported $1.06B of AZZ Inc stock for Q2 2018, down 2.9% quarter-over-quarter.
  • 14 funds opened new AZZ Inc positions in Q2 2018 and 9 closed out, a net change of +5 holders.
  • The largest AZZ Inc buyer in Q2 2018 was DePrince Race & Zollo Inc (DRZ), an estimated $11.8M added.
  • The largest AZZ Inc seller in Q2 2018 was Thrivent Financial for Lutherans, an estimated $36.3M sold.

Based on aggregated 13F filings for Q2 2018.