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170 hedge funds and large institutions have $1.06B invested in AZZ Inc in 2013 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more capital invested

Capital invested by funds: $884M → $1.06B (+$181M)

2.72% more ownership

Funds ownership: 83.23%85.95% (+2.7%)

1% less funds holding

Funds holding: 171170 (-1)

2% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 63

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

25% less call options, than puts

Call options by funds: $585K | Put options by funds: $777K

Holders
170
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
4.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
17
Increased
62
Reduced
63
Closed
18
Calls
$585K
Puts
$777K
Net Calls
-$192K
Net Calls Change
+$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
151
Capital Analysts LLC
Pennsylvania
$162K -$1.14K -25 -0.7%
Parallax Volatility Advisers
152
Parallax Volatility Advisers
California
$74K +$45.2K +996 +193%
FPA
153
First Pacific Advisors
California
$73K
BNP Paribas Financial Markets
154
BNP Paribas Financial Markets
France
$69.1K -$254K -5,601 -80%
WA
155
WFG Advisors
Texas
$65K
Teacher Retirement System of Texas
156
Teacher Retirement System of Texas
Texas
$46K -$103K -2,272 -71%
Canada Life
157
Canada Life
Manitoba, Canada
$44K +$41K +903 New
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$43K -$8.53K -188 -18%
BlackRock
159
BlackRock
New York
$39K
Walleye Trading
160
Walleye Trading
New York
$23K +$20.9K +461 New
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$17K -$2.27K -50 -13%
NES
162
New England Securities
New York
$16K +$14.5K +320 New
PTC
163
Private Trust Company
Ohio
$12K
MFS
164
MSI Financial Services
Massachusetts
$10K
Group One Trading
165
Group One Trading
Illinois
$10K +$8.9K +196 New
QT
166
Quantbot Technologies
New York
$9K +$9.08K +200 New
Manulife (Manufacturers Life Insurance)
167
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.21K +$792K +17,459 +20%
Envestnet Asset Management
168
Envestnet Asset Management
Illinois
$5K -$9.03K -199 -67%
SCM
169
Siphron Capital Management
California
$2K
HW
170
Hancock Whitney
Mississippi
-$5.45M -130,100 Closed
QBFM
171
QS Batterymarch Financial Management
New York
-$5.35M -127,780 Closed
Jacobs Levy Equity Management
172
Jacobs Levy Equity Management
New Jersey
-$2.67M -63,792 Closed
GC
173
Globeflex Capital
California
-$2.14M -51,089 Closed
TC
174
TFS Capital
Pennsylvania
-$1.91M -45,620 Closed
SC
175
Skylands Capital
Wisconsin
-$950K -22,700 Closed

AZZ Hedge Fund Activity: Q4 2013 in Review

170 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q4 2013, worth a combined $1.06B — up 20% from $884M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of AZZ and 17 opened new positions — a net loss of 1 holder — while 63 trimmed existing stakes and 62 added.

The largest buyer was Van Berkom & Associates, adding an estimated $11.6M. The largest seller was Putnam Investments, cutting an estimated $5.49M.

  • 170 institutional investors held AZZ Inc (AZZ) as of Q4 2013, down from 171 in Q3 2013.
  • Funds reported $1.06B of AZZ Inc stock for Q4 2013, up 20% quarter-over-quarter.
  • 17 funds opened new AZZ Inc positions in Q4 2013 and 18 closed out, a net change of -1 holder.
  • The largest AZZ Inc buyer in Q4 2013 was Van Berkom & Associates, an estimated $11.6M added.
  • The largest AZZ Inc seller in Q4 2013 was Putnam Investments, an estimated $5.49M sold.

Based on aggregated 13F filings for Q4 2013.