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AZZ Inc
AZZ

180 hedge funds and large institutions have $1.02B invested in AZZ Inc in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 78 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $1.98M | Put options by funds: $733K

5% more capital invested

Capital invested by funds: $968M → $1.02B (+$51.1M)

0.39% more ownership

Funds ownership: 89.04% → 89.43% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

2% less funds holding

Funds holding: 183 → 180 (-3)

41% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 78

Holders
180
Holders Change
-3
Holders Change %
-1.64%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
46
Reduced
78
Closed
23
Calls
$1.98M
Puts
$733K
Net Calls
+$1.25M
Net Calls Change
+$1.19M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$16.3M
2
Bank of America
Bank of America
North Carolina
+$9.33M
3
MVP
Medina Value Partners
California
+$6.02M
4
HighTower Advisors
HighTower Advisors
Illinois
+$5.31M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.35M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$7.16M
2
BlackRock
BlackRock
New York
-$6.64M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.88M
4
N
Nuveen
North Carolina
-$2.56M
5
JP Morgan Chase
JP Morgan Chase
New York
-$2.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
Squarepoint
126
Squarepoint
New York
$324K -$74.6K -1,630 -19%
State Board of Administration of Florida Retirement System
127
State Board of Administration of Florida Retirement System
Florida
$323K +$1.83K +40 +0.6%
AI
128
Atom Investors
Texas
$312K +$313K +6,846 New
Marshall Wace
129
Marshall Wace
United Kingdom
$294K +$295K +6,449 New
Envestnet Asset Management
130
Envestnet Asset Management
Illinois
$288K +$71.1K +1,553 +33%
Jacobs Levy Equity Management
131
Jacobs Levy Equity Management
New Jersey
$278K -$155K -3,390 -36%
First Manhattan
132
First Manhattan
New York
$276K +$4.58K +100 +2%
GCIA
133
Gabelli & Co Investment Advisers
New York
$259K – – –
MFIM
134
Mesirow Financial Investment Management
Illinois
$259K +$260K +5,672 New
LTAS
135
Linden Thomas Advisory Services
North Carolina
$244K +$31.5K +688 +15%
SAM
136
Shell Asset Management
Netherlands
$220K -$3.39K -74 -2%
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$218K +$64K +1,398 +41%
VI
138
Versor Investments
New York
$218K -$114K -2,500 -34%
OCM
139
Orchard Capital Management
Illinois
$212K – – –
GCM
140
Graham Capital Management
Connecticut
$205K -$126K -2,756 -38%
Victory Capital Management
141
Victory Capital Management
Texas
$203K +$204K +4,452 New
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$183K -$41.4K -905 -18%
QT
143
Quantbot Technologies
New York
$168K -$124K -2,718 -42%
Amundi
144
Amundi
France
$150K -$229 -5 -0.2%
Walleye Trading
145
Walleye Trading
New York
$133K +$1.88K +41 +1%
PFBT
146
Parkside Financial Bank & Trust
Missouri
$133K -$2.43K -53 -2%
AIP
147
Ameritas Investment Partners
Nebraska
$112K +$19.1K +417 +20%
Osaic Holdings
148
Osaic Holdings
Arizona
$94.3K +$84.2K +1,840 +803%
MLICM
149
Metropolitan Life Insurance Company (MetLife)
New York
$67.7K +$7.23K +158 +12%
EBA
150
Eagle Bay Advisors
New York
$63K +$11.1K +243 +21%
4 5
6
7 8

AZZ Hedge Fund Activity: Q3 2023 in Review

180 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q3 2023, worth a combined $1.02B — up 5.3% from $968M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of AZZ and 22 opened new positions — a net loss of 1 holder — while 78 trimmed existing stakes and 46 added.

The largest buyer was Fidelity Investments, adding an estimated $16.3M. The largest seller was Goldman Sachs, cutting an estimated $7.16M.

  • 180 institutional investors held AZZ Inc (AZZ) as of Q3 2023, down from 183 in Q2 2023.
  • Funds reported $1.02B of AZZ Inc stock for Q3 2023, up 5.3% quarter-over-quarter.
  • 22 funds opened new AZZ Inc positions in Q3 2023 and 23 closed out, a net change of -1 holder.
  • The largest AZZ Inc buyer in Q3 2023 was Fidelity Investments, an estimated $16.3M added.
  • The largest AZZ Inc seller in Q3 2023 was Goldman Sachs, an estimated $7.16M sold.

Based on aggregated 13F filings for Q3 2023.