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172 hedge funds and large institutions have $1.23B invested in AZZ Inc in 2015 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 56 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

20% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 56

12% more capital invested

Capital invested by funds: $1.1B → $1.23B (+$132M)

8% more funds holding

Funds holding: 160172 (+12)

1% more call options, than puts

Call options by funds: $781K | Put options by funds: $770K

1.91% less ownership

Funds ownership: 88.01%86.1% (-1.9%)

Holders
172
Holders Change
+12
Holders Change %
+7.5%
% of All Funds
4.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
67
Reduced
56
Closed
12
Calls
$781K
Puts
$770K
Net Calls
+$11K
Net Calls Change
+$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
151
Ohio Public Employees Retirement System (OPERS)
Ohio
$66K -$19.4K -347 -23%
CF
152
CenterStar Fund
Illinois
$63K
EWM
153
Evercore Wealth Management
New York
$52K +$52.2K +935 New
LIA
154
LS Investment Advisors
Michigan
$48K
BlackRock
155
BlackRock
New York
$46K +$12.4K +223 +38%
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$45K
MFS
157
MSI Financial Services
Massachusetts
$36K +$16.7K +300 +87%
LTFS
158
Ladenburg Thalmann Financial Services
Florida
$34K +$558 +10 +2%
Zurich Cantonal Bank
159
Zurich Cantonal Bank
Switzerland
$33K +$17.3K +310 +112%
Creative Planning
160
Creative Planning
Kansas
$23K +$3.57K +64 +18%
SGAM
161
Smith Group Asset Management
Texas
$20K -$2.79K -50 -12%
TRCT
162
Tower Research Capital (TRC)
New York
$17K +$2.45K +44 +17%
QT
163
Quantbot Technologies
New York
$16K +$16.7K +300 New
VCM
164
Versant Capital Management
Arizona
$9K +$9.82K +176 New
EWM
165
Endurance Wealth Management
Rhode Island
$8K
FPFS
166
First Personal Financial Services
North Carolina
$5K
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$4K +$56 +1 +1%
Barclays
168
Barclays
United Kingdom
$3K -$14.3K -257 -81%
GAM
169
Gemmer Asset Management
California
$3K
PCM
170
Prelude Capital Management
New York
$3K +$2.79K +50 New
QI
171
QS Investors
New York
$1K +$390 +7 New
IA
172
IFP Advisors
Florida
$1K +$614 +11 New
Manulife (Manufacturers Life Insurance)
173
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$938 -$2.43M -43,584 -72%
WI
174
WBI Investments
New Jersey
-$2.98M -61,256 Closed
HighTower Advisors
175
HighTower Advisors
Illinois
-$1.82M -37,826 Closed

AZZ Hedge Fund Activity: Q4 2015 in Review

172 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q4 2015, worth a combined $1.23B — up 12% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new AZZ positions and 12 closed out — a net gain of 13 holders — while 67 added to existing stakes and 56 trimmed.

The largest buyer was Hancock Whitney, opening a new position worth an estimated $8.7M. The largest seller was Fidelity Investments, cutting an estimated $17.3M.

  • 172 institutional investors held AZZ Inc (AZZ) as of Q4 2015, up from 160 in Q3 2015.
  • Funds reported $1.23B of AZZ Inc stock for Q4 2015, up 12% quarter-over-quarter.
  • 25 funds opened new AZZ Inc positions in Q4 2015 and 12 closed out, a net change of +13 holders.
  • The largest AZZ Inc buyer in Q4 2015 was Hancock Whitney, an estimated $8.7M added.
  • The largest AZZ Inc seller in Q4 2015 was Fidelity Investments, an estimated $17.3M sold.

Based on aggregated 13F filings for Q4 2015.