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186 hedge funds and large institutions have $1.45B invested in AZZ Inc in 2016 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 60 increasing their positions, 69 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

10% more capital invested

Capital invested by funds: $1.31B → $1.45B (+$134M)

2% more funds holding

Funds holding: 182186 (+4)

0.93% more ownership

Funds ownership: 85.1%86.03% (+0.93%)

13% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 69

56% less call options, than puts

Call options by funds: $1.29M | Put options by funds: $2.92M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
186
Holders Change
+4
Holders Change %
+2.2%
% of All Funds
4.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
60
Reduced
69
Closed
14
Calls
$1.29M
Puts
$2.92M
Net Calls
-$1.62M
Net Calls Change
-$2.31M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
151
Aperio Group
California
$237K -$3.51K -55 -1%
HTC
152
Haverford Trust Company
Pennsylvania
$228K
SLG
153
Stanley-Laman Group
Pennsylvania
$226K
IA
154
Icon Advisers
Colorado
$222K +$217K +3,400 New
SG Americas Securities
155
SG Americas Securities
New York
$216K +$211K +3,307 New
PI
156
PineBridge Investments
New York
$215K +$575 +9 +0.3%
NC
157
Northpointe Capital
Michigan
$204K
ProShare Advisors
158
ProShare Advisors
Maryland
$200K -$43.4K -679 -18%
BlackRock
159
BlackRock
New York
$175K +$30.3K +475 +22%
AAM
160
Advisors Asset Management
Colorado
$137K +$23.3K +364 +21%
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$97K
DADC
162
D.A. Davidson & Co
Montana
$83K -$15.7K -245 -16%
Ohio Public Employees Retirement System (OPERS)
163
Ohio Public Employees Retirement System (OPERS)
Ohio
$70K -$2.17K -34 -3%
LIA
164
LS Investment Advisors
Michigan
$62K
EWM
165
Evercore Wealth Management
New York
$61K
RCM
166
Riverhead Capital Management
Delaware
$59K -$11.1M -174,124 -99%
AIM
167
Acrospire Investment Management
Illinois
$46K
Zurich Cantonal Bank
168
Zurich Cantonal Bank
Switzerland
$45K +$6.77K +106 +18%
PCM
169
Prelude Capital Management
New York
$43K +$42.4K +664 New
SWA
170
Sutton Wealth Advisors
Florida
$40.3K
LTFS
171
Ladenburg Thalmann Financial Services
Florida
$38K -$5.17K -81 -12%
Barclays
172
Barclays
United Kingdom
$34K -$25.5K -399 -44%
AG
173
Advisor Group
Arizona
$20K
IA
174
IFP Advisors
Florida
$20K +$17.8K +278 +993%
PRS
175
Pinkerton Retirement Specialists
Idaho
$13K -$767 -12 -6%

AZZ Hedge Fund Activity: Q3 2016 in Review

186 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q3 2016, worth a combined $1.45B — up 10% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new AZZ positions and 14 closed out — a net gain of 5 holders — while 60 added to existing stakes and 69 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $25.5M. The largest seller was Glenmede Trust, cutting an estimated $32.9M.

  • 186 institutional investors held AZZ Inc (AZZ) as of Q3 2016, up from 182 in Q2 2016.
  • Funds reported $1.45B of AZZ Inc stock for Q3 2016, up 10% quarter-over-quarter.
  • 19 funds opened new AZZ Inc positions in Q3 2016 and 14 closed out, a net change of +5 holders.
  • The largest AZZ Inc buyer in Q3 2016 was Neuberger Berman Group, an estimated $25.5M added.
  • The largest AZZ Inc seller in Q3 2016 was Glenmede Trust, an estimated $32.9M sold.

Based on aggregated 13F filings for Q3 2016.