We are live on ! Find out more

171 hedge funds and large institutions have $941M invested in AZZ Inc in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $1.29M | Put options by funds: $533K

21% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 52

0% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 23

1% less funds holding

Funds holding: 172171 (-1)

1.8% less ownership

Funds ownership: 91.25%89.46% (-1.8%)

22% less capital invested

Capital invested by funds: $1.2B → $941M (-$258M)

Holders
171
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
3.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
63
Reduced
52
Closed
23
Calls
$1.29M
Puts
$533K
Net Calls
+$762K
Net Calls Change
-$607K
Name Holding Trade Value Shares
Change
Change in
Stake
EP
126
Elkfork Partners
Oregon
$170K
ECM
127
Engine Capital Management
New York
$150K
RCM
128
Riverhead Capital Management
Delaware
$137K
AIM
129
Assured Investment Management
New York
$133K +$149K +3,302 New
TAM
130
Tyers Asset Management
Texas
$123K
PAM
131
Panagora Asset Management
Massachusetts
$99K +$110K +2,441 New
AIP
132
Ameritas Investment Partners
Nebraska
$90K
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$86K
QT
134
Quantamental Technologies
New York
$83K +$92.8K +2,052 New
Ohio Public Employees Retirement System (OPERS)
135
Ohio Public Employees Retirement System (OPERS)
Ohio
$67K
BNP Paribas Financial Markets
136
BNP Paribas Financial Markets
France
$64.6K +$3.44K +76 +5%
CCM
137
Covington Capital Management
California
$59K +$66.5K +1,470 New
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$55K +$2.8K +62 +5%
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$39K +$4.16K +92 +11%
NIT
140
NumerixS Investment Technologies
British Columbia, Canada
$36K +$40.7K +900 New
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$33K
LIA
142
LS Investment Advisors
Michigan
$33K
US Bancorp
143
US Bancorp
Minnesota
$30K
MWNA
144
Marshall Wace North America
New York
$29K +$32.5K +719 New
MOACM
145
Mutual of America Capital Management
New York
$26K +$6.87K +152 +31%
Group One Trading
146
Group One Trading
Illinois
$24K +$22.7K +501 +583%
SWA
147
Sutton Wealth Advisors
Florida
$23.9K
Macquarie Group
148
Macquarie Group
Australia
$20K +$18.1K +400 +400%
OIA
149
OneDigital Investment Advisors
Kansas
$13K
QCG
150
Quadrant Capital Group
Ohio
$12K -$2.31K -51 -14%

AZZ Hedge Fund Activity: Q4 2018 in Review

171 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q4 2018, worth a combined $941M — down 22% from $1.2B a quarter earlier.

Fund positioning in AZZ was balanced in Q4 2018: 23 funds opened new positions, 23 closed out, 63 added to existing stakes and 52 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $9.23M. The largest seller was Victory Capital Management, exiting entirely with an estimated $34.6M sold.

  • 171 institutional investors held AZZ Inc (AZZ) as of Q4 2018, down from 172 in Q3 2018.
  • Funds reported $941M of AZZ Inc stock for Q4 2018, down 22% quarter-over-quarter.
  • 23 funds opened new AZZ Inc positions in Q4 2018 and 23 closed out, a net change of 0 holders.
  • The largest AZZ Inc buyer in Q4 2018 was Thrivent Financial for Lutherans, an estimated $9.23M added.
  • The largest AZZ Inc seller in Q4 2018 was Victory Capital Management, an estimated $34.6M sold.

Based on aggregated 13F filings for Q4 2018.