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AZZ Inc
AZZ

161 hedge funds and large institutions have $1.02B invested in AZZ Inc in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

3% more funds holding

Funds holding: 157 → 161 (+4)

3% more capital invested

Capital invested by funds: $995M → $1.02B (+$25.9M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.97% less ownership

Funds ownership: 87.59% → 86.62% (-0.97%)

14% less call options, than puts

Call options by funds: $742K | Put options by funds: $862K

14% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 64

Holders
161
Holders Change
+4
Holders Change %
+2.55%
% of All Funds
4.63%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
15
Increased
55
Reduced
64
Closed
11
Calls
$742K
Puts
$862K
Net Calls
-$120K
Net Calls Change
-$30K

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$10.7M
2
SO
STRS Ohio
Ohio
+$4.2M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.54M
4
PTC
Philadelphia Trust Company
Pennsylvania
+$3.09M
5
TAM
THB Asset Management
Connecticut
+$2.39M

Top Sellers

1
KCM
Kennedy Capital Management
Missouri
-$7.35M
2
AAM
ACK Asset Management
Connecticut
-$6.7M
3
OC
Oppenheimer & Co
New York
-$5.22M
4
BFA
BlackRock Fund Advisors
California
-$4.21M
5
MPAM
Monarch Partners Asset Management
Massachusetts
-$2.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
151
BlackRock
New York
$34K -$2.82K -64 -8%
WT
152
Whittier Trust
California
$28K +$26.5K +600 New
LTFS
153
Ladenburg Thalmann Financial Services
Florida
$27K +$25.4K +577 New
Ohio Public Employees Retirement System (OPERS)
154
Ohio Public Employees Retirement System (OPERS)
Ohio
$22K -$395K -8,958 -95%
Citigroup
155
Citigroup
New York
$22K -$83.9K -1,902 -80%
NES
156
New England Securities
New York
$15K – – –
PTC
157
Private Trust Company
Ohio
$11K – – –
MFS
158
MSI Financial Services
Massachusetts
$5K – – –
GAM
159
Gemmer Asset Management
California
$2K – – –
SCM
160
Siphron Capital Management
California
$2K – – –
Envestnet Asset Management
161
Envestnet Asset Management
Illinois
$1K -$926 -21 -40%
Walleye Trading
162
Walleye Trading
New York
$193 +$176K +3,991 +1,937%
AAM
163
ACK Asset Management
Connecticut
– -$6.7M -150,000 Closed
MPAM
164
Monarch Partners Asset Management
Massachusetts
– -$2.49M -55,635 Closed
VCAM
165
Valentine Capital Asset Management
California
– -$999K -22,350 Closed
PAM
166
Panagora Asset Management
Massachusetts
– -$782K -17,497 Closed
Capital Fund Management (CFM)
167
Capital Fund Management (CFM)
France
– -$389K -8,700 Closed
LPL Financial
168
LPL Financial
California
– -$349K -7,807 Closed
Los Angeles Capital Management
169
Los Angeles Capital Management
California
– -$255K -5,700 Closed
AFG
170
American Financial Group
Ohio
– -$214K -4,788 Closed
QT
171
Quantbot Technologies
New York
– -$17K -400 Closed
TRCT
172
Tower Research Capital (TRC)
New York
– -$4K -89 Closed
3 4 5 6
7

AZZ Hedge Fund Activity: Q2 2014 in Review

161 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q2 2014, worth a combined $1.02B — up 2.6% from $995M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new AZZ positions and 11 closed out — a net gain of 4 holders — while 55 added to existing stakes and 64 trimmed.

The largest buyer was Norges Bank, adding an estimated $10.7M. The largest seller was Kennedy Capital Management, cutting an estimated $7.35M.

  • 161 institutional investors held AZZ Inc (AZZ) as of Q2 2014, up from 157 in Q1 2014.
  • Funds reported $1.02B of AZZ Inc stock for Q2 2014, up 2.6% quarter-over-quarter.
  • 15 funds opened new AZZ Inc positions in Q2 2014 and 11 closed out, a net change of +4 holders.
  • The largest AZZ Inc buyer in Q2 2014 was Norges Bank, an estimated $10.7M added.
  • The largest AZZ Inc seller in Q2 2014 was Kennedy Capital Management, an estimated $7.35M sold.

Based on aggregated 13F filings for Q2 2014.