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AZZ Inc
AZZ

175 hedge funds and large institutions have $1.14B invested in AZZ Inc in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $393K | Put options by funds: $248K

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

2% more funds holding

Funds holding: 171 → 175 (+4)

1% more capital invested

Capital invested by funds: $1.14B → $1.14B (+$8.12M)

0.65% less ownership

Funds ownership: 89.13% → 88.47% (-0.65%)

26% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 70

Holders
175
Holders Change
+4
Holders Change %
+2.34%
% of All Funds
3.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
52
Reduced
70
Closed
18
Calls
$393K
Puts
$248K
Net Calls
+$145K
Net Calls Change
-$1.3M

Top Buyers

Rank Fund Capital Flow
1
WHG
Westwood Holdings Group
Texas
+$34.4M
2
Invesco
Invesco
Georgia
+$8.51M
3
JP Morgan Chase
JP Morgan Chase
New York
+$5.93M
4
Morgan Stanley
Morgan Stanley
New York
+$4.04M
5
Wells Fargo
Wells Fargo
California
+$2.51M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$25.6M
2
LSV Asset Management
LSV Asset Management
Illinois
-$21.9M
3
BlackRock
BlackRock
New York
-$6.68M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$5.33M
5
WA
Wasatch Advisors
Utah
-$4.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
SS
126
Simplicity Solutions
Minnesota
$296K +$16.8K +320 +6%
ECM
127
ExodusPoint Capital Management
New York
$293K -$593K -11,280 -67%
TCWM
128
Total Clarity Wealth Management
Illinois
$285K – – –
DCM
129
Dupont Capital Management
Delaware
$279K +$283K +5,388 New
Envestnet Asset Management
130
Envestnet Asset Management
Illinois
$264K +$59.2K +1,126 +28%
DT
131
Diversified Trust
Tennessee
$246K +$250K +4,746 New
E
132
Ergoteles
New York
$238K -$482K -9,176 -67%
BCM
133
Beddow Capital Management
Wyoming
$212K – – –
MWNA
134
Marshall Wace North America
New York
$210K +$214K +4,064 New
LSV Asset Management
135
LSV Asset Management
Illinois
$186K -$21.9M -415,867 -99%
MOACM
136
Mutual of America Capital Management
New York
$184K +$8.94K +170 +5%
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$176K – – –
AIP
138
Ameritas Investment Partners
Nebraska
$106K – – –
First Manhattan
139
First Manhattan
New York
$88K -$129K -2,445 -59%
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$84K -$421 -8 -0.5%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$64K +$10.5K +199 +19%
Simplex Trading
142
Simplex Trading
Illinois
$48K +$48.8K +929 New
EBA
143
Eagle Bay Advisors
New York
$35K +$33K +628 New
SWA
144
Sutton Wealth Advisors
Florida
$34.2K – – –
US Bancorp
145
US Bancorp
Minnesota
$26K +$4.15K +79 +18%
Macquarie Group
146
Macquarie Group
Australia
$25K – – –
HFS
147
Hantz Financial Services
Michigan
$22K -$787K -14,970 -97%
Barrow, Hanley, Mewhinney & Strauss
148
Barrow, Hanley, Mewhinney & Strauss
Texas
$21K +$21.1K +402 New
VCM
149
Versant Capital Management
Arizona
$19K -$3.31K -63 -15%
Group One Trading
150
Group One Trading
Illinois
$17K +$17.7K +336 New
4 5
6
7 8

AZZ Hedge Fund Activity: Q2 2021 in Review

175 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q2 2021, worth a combined $1.14B — up 0.71% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new AZZ positions and 18 closed out — a net gain of 5 holders — while 52 added to existing stakes and 70 trimmed.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $34.4M. The largest seller was Fidelity Investments, cutting an estimated $25.6M.

  • 175 institutional investors held AZZ Inc (AZZ) as of Q2 2021, up from 171 in Q1 2021.
  • Funds reported $1.14B of AZZ Inc stock for Q2 2021, up 0.71% quarter-over-quarter.
  • 23 funds opened new AZZ Inc positions in Q2 2021 and 18 closed out, a net change of +5 holders.
  • The largest AZZ Inc buyer in Q2 2021 was Westwood Holdings Group, an estimated $34.4M added.
  • The largest AZZ Inc seller in Q2 2021 was Fidelity Investments, an estimated $25.6M sold.

Based on aggregated 13F filings for Q2 2021.