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178 hedge funds and large institutions have $802M invested in AZZ Inc in 2020 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 62 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $840K | Put options by funds: $377K

106% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 18

20% more capital invested

Capital invested by funds: $669M → $802M (+$132M)

15% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 54

12% more funds holding

Funds holding: 159178 (+19)

1.39% less ownership

Funds ownership: 90.7%89.31% (-1.4%)

Holders
178
Holders Change
+19
Holders Change %
+11.95%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
62
Reduced
54
Closed
18
Calls
$840K
Puts
$377K
Net Calls
+$463K
Net Calls Change
-$432K
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
151
BNP Paribas Financial Markets
France
$73.4K -$270K -8,834 -80%
Ohio Public Employees Retirement System (OPERS)
152
Ohio Public Employees Retirement System (OPERS)
Ohio
$65K -$1.04K -34 -2%
BFEC
153
Benjamin F. Edwards & Company
Missouri
$51K
Group One Trading
154
Group One Trading
Illinois
$51K +$45.9K +1,500 New
MOACM
155
Mutual of America Capital Management
New York
$43K +$4.34K +142 +13%
Macquarie Group
156
Macquarie Group
Australia
$38K +$33.8K +1,104 New
OSAM
157
O'Shaughnessy Asset Management
Connecticut
$36K +$32K +1,047 New
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$35K -$4.22K -138 -12%
LIA
159
LS Investment Advisors
Michigan
$28K
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$24K
PCM
161
Prelude Capital Management
New York
$23K
SWA
162
Sutton Wealth Advisors
Florida
$22.7K
US Bancorp
163
US Bancorp
Minnesota
$15K +$1.16K +38 +10%
VCM
164
Versant Capital Management
Arizona
$14K -$1.77K -58 -12%
CAN
165
Cetera Advisor Networks
California
$14K +$12.8K +420 New
GT
166
Glenmede Trust
Pennsylvania
$13K +$5.47K +179 +82%
PA
167
Parallel Advisors
California
$10K
PFGIA
168
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$4.1K +134 +89%
CAM
169
ClariVest Asset Management
California
$8K +$1.68K +55 +30%
QCG
170
Quadrant Capital Group
Ohio
$7K +$5.32K +174 +967%
OPS
171
Orion Portfolio Solutions
Nebraska
$7K +$6.51K +213 New
Osaic Holdings
172
Osaic Holdings
Arizona
$6K -$3.15K -103 -38%
TWA
173
TCI Wealth Advisors
Arizona
$3K +$948 +31 +48%
AssetMark Inc
174
AssetMark Inc
California
$2K +$948 +31 +79%
GAM
175
Gemmer Asset Management
California
$1K

AZZ Hedge Fund Activity: Q2 2020 in Review

178 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q2 2020, worth a combined $802M — up 20% from $669M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AZZ positions and 18 closed out — a net gain of 19 holders — while 62 added to existing stakes and 54 trimmed.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $9.67M. The largest seller was Van Berkom & Associates, exiting entirely with an estimated $48M sold.

  • 178 institutional investors held AZZ Inc (AZZ) as of Q2 2020, up from 159 in Q1 2020.
  • Funds reported $802M of AZZ Inc stock for Q2 2020, up 20% quarter-over-quarter.
  • 37 funds opened new AZZ Inc positions in Q2 2020 and 18 closed out, a net change of +19 holders.
  • The largest AZZ Inc buyer in Q2 2020 was Wasatch Advisors, an estimated $9.67M added.
  • The largest AZZ Inc seller in Q2 2020 was Van Berkom & Associates, an estimated $48M sold.

Based on aggregated 13F filings for Q2 2020.