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AZZ Inc
AZZ

172 hedge funds and large institutions have $1.2B invested in AZZ Inc in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 49 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

339% more call options, than puts

Call options by funds: $1.77M | Put options by funds: $404K

210% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 10

24% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 49

13% more funds holding

Funds holding: 152 → 172 (+20)

13% more capital invested

Capital invested by funds: $1.06B → $1.2B (+$136M)

2.68% less ownership

Funds ownership: 93.94% → 91.25% (-2.7%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
172
Holders Change
+20
Holders Change %
+13.16%
% of All Funds
3.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
31
Increased
61
Reduced
49
Closed
10
Calls
$1.77M
Puts
$404K
Net Calls
+$1.37M
Net Calls Change
+$1.18M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.39M
2
BlackRock
BlackRock
New York
+$8.09M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$6.99M
4
Norges Bank
Norges Bank
Norway
+$4.17M
5
Renaissance Technologies
Renaissance Technologies
New York
+$4.01M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$33.7M
2
American Century Companies
American Century Companies
Missouri
-$14.3M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$10.9M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$8.71M
5
RCM
Rutabaga Capital Management
Massachusetts
-$5.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
CGH
126
Crossmark Global Holdings
Texas
$219K +$232K +4,346 New
LCM
127
Laurion Capital Management
New York
$217K +$229K +4,300 New
EP
128
Elkfork Partners
Oregon
$212K +$66.9K +1,254 +43%
PA
129
Profund Advisors
Maryland
$207K +$219K +4,101 New
USAA
130
United Services Automobile Association
Texas
$202K +$213K +3,998 New
ECM
131
Engine Capital Management
New York
$187K -$133K -2,495 -40%
QT
132
Quantbot Technologies
New York
$178K +$188K +3,532 New
RCM
133
Riverhead Capital Management
Delaware
$172K +$53.4K +1,000 +42%
TAM
134
Tyers Asset Management
Texas
$154K +$48.7K +912 +43%
AIP
135
Ameritas Investment Partners
Nebraska
$113K – – –
CPH
136
C Partners Holding
Switzerland
$110K -$141K -2,639 -55%
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$107K – – –
TRCT
138
Tower Research Capital (TRC)
New York
$84K -$7.04K -132 -7%
Ohio Public Employees Retirement System (OPERS)
139
Ohio Public Employees Retirement System (OPERS)
Ohio
$83K +$2.94K +55 +3%
BNP Paribas Financial Markets
140
BNP Paribas Financial Markets
France
$77K +$3.68K +69 +5%
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$66K -$267 -5 -0.4%
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$44K +$1.76K +33 +4%
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$42K +$44.3K +830 New
LIA
144
LS Investment Advisors
Michigan
$41K – – –
US Bancorp
145
US Bancorp
Minnesota
$37K – – –
SWA
146
Sutton Wealth Advisors
Florida
$29.9K – – –
MOACM
147
Mutual of America Capital Management
New York
$25K +$21.3K +400 +417%
QCG
148
Quadrant Capital Group
Ohio
$17K – – –
OIA
149
OneDigital Investment Advisors
Kansas
$16K – – –
PA
150
Parallel Advisors
California
$15K – – –
4 5
6
7 8

AZZ Hedge Fund Activity: Q3 2018 in Review

172 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q3 2018, worth a combined $1.2B — up 13% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AZZ positions and 10 closed out — a net gain of 21 holders — while 61 added to existing stakes and 49 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.39M. The largest seller was Fidelity Investments, cutting an estimated $33.7M.

  • 172 institutional investors held AZZ Inc (AZZ) as of Q3 2018, up from 152 in Q2 2018.
  • Funds reported $1.2B of AZZ Inc stock for Q3 2018, up 13% quarter-over-quarter.
  • 31 funds opened new AZZ Inc positions in Q3 2018 and 10 closed out, a net change of +21 holders.
  • The largest AZZ Inc buyer in Q3 2018 was Morgan Stanley, an estimated $8.39M added.
  • The largest AZZ Inc seller in Q3 2018 was Fidelity Investments, an estimated $33.7M sold.

Based on aggregated 13F filings for Q3 2018.