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182 hedge funds and large institutions have $1.31B invested in AZZ Inc in 2016 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 74 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $422K

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

21% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 61

7% more capital invested

Capital invested by funds: $1.23B → $1.31B (+$87.2M)

2% more funds holding

Funds holding: 178182 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.01% less ownership

Funds ownership: 85.1%85.1% (-0.01%)

Holders
182
Holders Change
+4
Holders Change %
+2.25%
% of All Funds
4.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
74
Reduced
61
Closed
12
Calls
$1.11M
Puts
$422K
Net Calls
+$692K
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
151
PineBridge Investments
New York
$197K +$7.5K +131 +4%
NC
152
Northpointe Capital
Michigan
$187K
TRCT
153
Tower Research Capital (TRC)
New York
$181K +$173K +3,019 New
MFS
154
MSI Financial Services
Massachusetts
$167K +$122K +2,140 +330%
BlackRock
155
BlackRock
New York
$132K +$18.9K +330 +18%
Walleye Trading
156
Walleye Trading
New York
$127K +$27.2K +475 +29%
AAM
157
Advisors Asset Management
Colorado
$104K +$11.2K +196 +13%
DADC
158
D.A. Davidson & Co
Montana
$91K -$5.84K -102 -6%
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$89K
IMAS
160
ID Management A/S
Denmark
$72K
Ohio Public Employees Retirement System (OPERS)
161
Ohio Public Employees Retirement System (OPERS)
Ohio
$67K +$916 +16 +1%
LIA
162
LS Investment Advisors
Michigan
$57K +$3.2K +56 +6%
EWM
163
Evercore Wealth Management
New York
$56K
Barclays
164
Barclays
United Kingdom
$55K -$3.66K -64 -7%
AIM
165
Acrospire Investment Management
Illinois
$42K -$22.9K -400 -36%
LTFS
166
Ladenburg Thalmann Financial Services
Florida
$40K +$2.98K +52 +9%
SWA
167
Sutton Wealth Advisors
Florida
$37K
Zurich Cantonal Bank
168
Zurich Cantonal Bank
Switzerland
$35K
AG
169
Advisor Group
Arizona
$17K +$17.2K +300 New
QT
170
Quantbot Technologies
New York
$15K +$12.1K +212 +408%
PRS
171
Pinkerton Retirement Specialists
Idaho
$13K +$12.1K +211 New
FPFS
172
First Personal Financial Services
North Carolina
$11K +$10.1K +176 New
VCM
173
Versant Capital Management
Arizona
$10K -$343 -6 -3%
EWM
174
Endurance Wealth Management
Rhode Island
$9K
Creative Planning
175
Creative Planning
Kansas
$8K

AZZ Hedge Fund Activity: Q2 2016 in Review

182 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q2 2016, worth a combined $1.31B — up 7.1% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new AZZ positions and 12 closed out — a net gain of 7 holders — while 74 added to existing stakes and 61 trimmed.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $14.3M. The largest seller was Artisan Partners, exiting entirely with an estimated $11.9M sold.

  • 182 institutional investors held AZZ Inc (AZZ) as of Q2 2016, up from 178 in Q1 2016.
  • Funds reported $1.31B of AZZ Inc stock for Q2 2016, up 7.1% quarter-over-quarter.
  • 19 funds opened new AZZ Inc positions in Q2 2016 and 12 closed out, a net change of +7 holders.
  • The largest AZZ Inc buyer in Q2 2016 was Neuberger Berman Group, an estimated $14.3M added.
  • The largest AZZ Inc seller in Q2 2016 was Artisan Partners, an estimated $11.9M sold.

Based on aggregated 13F filings for Q2 2016.