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171 hedge funds and large institutions have $941M invested in AZZ Inc in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $1.29M | Put options by funds: $533K

21% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 52

0% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 23

1% less funds holding

Funds holding: 172171 (-1)

1.8% less ownership

Funds ownership: 91.25%89.46% (-1.8%)

22% less capital invested

Capital invested by funds: $1.2B → $941M (-$258M)

Holders
171
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
3.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
63
Reduced
52
Closed
23
Calls
$1.29M
Puts
$533K
Net Calls
+$762K
Net Calls Change
-$607K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
151
Parallel Advisors
California
$12K
AG
152
Advisor Group
Arizona
$10K +$45 +1 +0.4%
LTFS
153
Ladenburg Thalmann Financial Services
Florida
$9K -$2.49K -55 -21%
Federated Hermes
154
Federated Hermes
Pennsylvania
$8K -$904 -20 -10%
FHB
155
First Hawaiian Bank
Hawaii
$7K -$90 -2 -1%
VFA
156
Valeo Financial Advisors
Indiana
$4K
VCM
157
Versant Capital Management
Arizona
$4K +$316 +7 +6%
S
158
SignatureFD
Georgia
$4K +$4.52K +100 New
PFC
159
Phocas Financial Corp
California
$4K +$4.79K +106 New
NWM
160
Northwest Wealth Management
Iowa
$3K
WAM
161
Wealthspire Advisors (Maryland)
Maryland
$3K +$678 +15 +23%
GAM
162
Gemmer Asset Management
California
$2K -$3.25K -72 -55%
JA
163
JOYN Advisors
Georgia
$2K -$2.98K -66 -57%
IA
164
IFP Advisors
Florida
$2K -$995 -22 -26%
RFC
165
Regions Financial Corp
Alabama
$1K -$1.63K -36 -65%
PFBT
166
Parkside Financial Bank & Trust
Missouri
$1K
FGC
167
Financial Gravity Companies
Texas
$1K +$633 +14 New
BCA
168
Berman Capital Advisors
Georgia
$1K +$2.21K +49 New
GT
169
Glenmede Trust
Pennsylvania
$3 +$3.57K +79 New
Victory Capital Management
170
Victory Capital Management
Texas
-$34.6M -685,149 Closed
3C
171
361 Capital
Colorado
-$1.58M -31,341 Closed
KTA
172
Keeley-Teton Advisors
Illinois
-$1.02M -20,175 Closed
KeyBank National Association
173
KeyBank National Association
Ohio
-$678K -13,425 Closed
ARTA
174
A.R.T. Advisors
New York
-$405K -8,036 Closed
GAM
175
Gotham Asset Management
New York
-$398K -7,878 Closed

AZZ Hedge Fund Activity: Q4 2018 in Review

171 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q4 2018, worth a combined $941M — down 22% from $1.2B a quarter earlier.

Fund positioning in AZZ was balanced in Q4 2018: 23 funds opened new positions, 23 closed out, 63 added to existing stakes and 52 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $9.23M. The largest seller was Victory Capital Management, exiting entirely with an estimated $34.6M sold.

  • 171 institutional investors held AZZ Inc (AZZ) as of Q4 2018, down from 172 in Q3 2018.
  • Funds reported $941M of AZZ Inc stock for Q4 2018, down 22% quarter-over-quarter.
  • 23 funds opened new AZZ Inc positions in Q4 2018 and 23 closed out, a net change of 0 holders.
  • The largest AZZ Inc buyer in Q4 2018 was Thrivent Financial for Lutherans, an estimated $9.23M added.
  • The largest AZZ Inc seller in Q4 2018 was Victory Capital Management, an estimated $34.6M sold.

Based on aggregated 13F filings for Q4 2018.