AZZ Inc
152 hedge funds and large institutions have $1.06B invested in AZZ Inc in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 34 reducing their positions, and 9 closing their positions.
88% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 34
56% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 9
20% more call options, than puts
Call options by funds: $1.18M | Put options by funds: $988K
3% more funds holding
Funds holding: 148 → 152 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $1.09B → $1.06B (-$31.9M)
2.57% less ownership
Funds ownership: 96.5% → 93.94% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$11.8M |
| 2 |
BlackRock
New York
|
+$10.8M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$6.14M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$5.41M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$3.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$36.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$21.9M |
| 3 |
Neuberger Berman Group
New York
|
-$9.78M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$7.86M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.95M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FGAM
151
Financial Gravity Asset Management
Lakeway,
Texas
| $1K | – | – | – |
|
|
PFBT
152
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $1K | – | – | – |
|
|
CCG
153
Chatham Capital Group
Savannah,
Georgia
| – | -$1.14M | -25,980 | Closed |
|
|
HIC
154
Harvey Investment Company
Louisville,
Kentucky
| – | -$292K | -6,680 | Closed |
|
|
PA
155
Profund Advisors
Bethesda,
Maryland
| – | -$202K | -4,626 | Closed |
|
156
Simplex Trading
Chicago,
Illinois
| – | -$55K | -1,277 | Closed |
|
|
PGA
157
Premia Global Advisors
Coral Gables,
Florida
| – | -$15K | -350 | Closed |
|
|
CG
158
Cutler Group
San Francisco,
California
| – | -$4K | -100 | Closed |
|
|
GT
159
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$4K | -90 | Closed |
|
|
SWP
160
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$1K | -31 | Closed |
|
|
IWM
161
IHT Wealth Management
Chicago,
Illinois
| – | -$1K | -12 | Closed |
|
AZZ Hedge Fund Activity: Q2 2018 in Review
152 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q2 2018, worth a combined $1.06B — down 2.9% from $1.09B a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new AZZ positions and 9 closed out — a net gain of 5 holders — while 64 added to existing stakes and 34 trimmed.
The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $11.8M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $36.3M.
- 152 institutional investors held AZZ Inc (AZZ) as of Q2 2018, up from 148 in Q1 2018.
- Funds reported $1.06B of AZZ Inc stock for Q2 2018, down 2.9% quarter-over-quarter.
- 14 funds opened new AZZ Inc positions in Q2 2018 and 9 closed out, a net change of +5 holders.
- The largest AZZ Inc buyer in Q2 2018 was DePrince Race & Zollo Inc (DRZ), an estimated $11.8M added.
- The largest AZZ Inc seller in Q2 2018 was Thrivent Financial for Lutherans, an estimated $36.3M sold.
Based on aggregated 13F filings for Q2 2018.