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186 hedge funds and large institutions have $854M invested in AZZ Inc in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 58 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 58

5% more capital invested

Capital invested by funds: $812M → $854M (+$42M)

0% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 22

0.22% less ownership

Funds ownership: 89.79%89.57% (-0.22%)

2% less funds holding

Funds holding: 189186 (-3)

29% less call options, than puts

Call options by funds: $1.25M | Put options by funds: $1.77M

Holders
186
Holders Change
-3
Holders Change %
-1.59%
% of All Funds
2.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
80
Reduced
58
Closed
22
Calls
$1.25M
Puts
$1.77M
Net Calls
-$519K
Net Calls Change
+$240K
Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
126
Robertson Stephens Wealth Management
California
$251K +$245K +6,245 New
Janus Henderson Group
127
Janus Henderson Group
United Kingdom
$249K +$39 +1 +0%
HSBC Holdings
128
HSBC Holdings
United Kingdom
$240K +$235K +5,974 New
GHA
129
GW Henssler & Associates
Georgia
$238K
Lazard Asset Management
130
Lazard Asset Management
New York
$224K -$13.6K -345 -6%
TCWM
131
Total Clarity Wealth Management
Illinois
$221K
MOACM
132
Mutual of America Capital Management
New York
$209K +$11K +279 +6%
Walleye Capital
133
Walleye Capital
New York
$208K +$204K +5,179 New
AIMCA
134
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$207K +$202K +5,143 New
Russell Investments Group
135
Russell Investments Group
United Kingdom
$200K -$94.4K -2,401 -33%
SAM
136
Shell Asset Management
Netherlands
$198K -$41.4K -1,053 -18%
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$136K
PFBT
138
Parkside Financial Bank & Trust
Missouri
$119K +$113K +2,862 +2,862%
KBC Group
139
KBC Group
Belgium
$94K -$19.1K -485 -17%
AIP
140
Ameritas Investment Partners
Nebraska
$74.8K
ACM
141
Aquatic Capital Management
Illinois
$64K -$263K -6,700 -81%
QCG
142
Quadrant Capital Group
Ohio
$60.6K +$3.46K +88 +6%
MLICM
143
Metropolitan Life Insurance Company (MetLife)
New York
$59.3K
Wells Fargo
144
Wells Fargo
California
$58.7K -$32.5K -828 -36%
EBA
145
Eagle Bay Advisors
New York
$47.9K +$4.01K +102 +9%
Dimensional Fund Advisors
146
Dimensional Fund Advisors
Texas
$40.9K -$5.89M -149,838 -13%
US Bancorp
147
US Bancorp
Minnesota
$37.3K +$1.73K +44 +5%
Osaic Holdings
148
Osaic Holdings
Arizona
$34K -$65.9K -1,677 -66%
QT
149
Quantbot Technologies
New York
$33.4K -$64.5K -1,640 -66%
SOW
150
State of Wyoming
Wyoming
$29.4K +$28.8K +732 New

AZZ Hedge Fund Activity: Q4 2022 in Review

186 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q4 2022, worth a combined $854M — up 5.2% from $812M a quarter earlier.

Fund positioning in AZZ was balanced in Q4 2022: 22 funds opened new positions, 22 closed out, 80 added to existing stakes and 58 trimmed.

The largest buyer was BlackRock, adding an estimated $9.74M. The largest seller was Millennium Management, cutting an estimated $6.1M.

  • 186 institutional investors held AZZ Inc (AZZ) as of Q4 2022, down from 189 in Q3 2022.
  • Funds reported $854M of AZZ Inc stock for Q4 2022, up 5.2% quarter-over-quarter.
  • 22 funds opened new AZZ Inc positions in Q4 2022 and 22 closed out, a net change of 0 holders.
  • The largest AZZ Inc buyer in Q4 2022 was BlackRock, an estimated $9.74M added.
  • The largest AZZ Inc seller in Q4 2022 was Millennium Management, an estimated $6.1M sold.

Based on aggregated 13F filings for Q4 2022.