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175 hedge funds and large institutions have $1.1B invested in AZZ Inc in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 71 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

39% more capital invested

Capital invested by funds: $793M → $1.1B (+$307M)

5% more funds holding

Funds holding: 166175 (+9)

0.37% less ownership

Funds ownership: 89.35%88.98% (-0.37%)

37% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 71

Holders
175
Holders Change
+9
Holders Change %
+5.42%
% of All Funds
3.1%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
28
Increased
45
Reduced
71
Closed
19
Calls
$3.69M
Puts
Net Calls
+$3.69M
Net Calls Change
+$3.59M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
151
Sutton Wealth Advisors
Florida
$31.4K
ICP
152
Interchange Capital Partners
Pennsylvania
$28K +$24.3K +600 New
OSAM
153
O'Shaughnessy Asset Management
Connecticut
$20K -$33.1K -818 -66%
US Bancorp
154
US Bancorp
Minnesota
$20K
VCM
155
Versant Capital Management
Arizona
$20K
VCG
156
Vantage Consulting Group
Virginia
$15K +$13.1K +323 New
PA
157
Parallel Advisors
California
$14K
PFGIA
158
Patriot Financial Group Insurance Agency
Massachusetts
$13K
QCG
159
Quadrant Capital Group
Ohio
$12K
Osaic Holdings
160
Osaic Holdings
Arizona
$11K -$4.74K -117 -33%
LWCFA
161
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K +$7.57K +187 New
GLLW
162
Graves Light Lenhart Wealth
Virginia
$7K +$5.59K +138 New
MAM
163
Meeder Asset Management
Ohio
$5K -$243K -5,995 -98%
TWA
164
TCI Wealth Advisors
Arizona
$5K
PFBT
165
Parkside Financial Bank & Trust
Missouri
$4K +$3.16K +78 +650%
AssetMark Inc
166
AssetMark Inc
California
$3K
PCG
167
Private Capital Group
Connecticut
$3K +$1.22K +30 +120%
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
$3K +$2.23K +55 New
BCA
169
Berman Capital Advisors
Georgia
$2K
GAM
170
Gemmer Asset Management
California
$2K
ASN
171
Advisory Services Network
Georgia
$1K -$2.96K -73 -74%
BWA
172
BDO Wealth Advisors
Florida
$1K
FHA
173
First Horizon Advisors
Tennessee
$1K
TFO
174
Tarbox Family Office
California
$1K
AIG
175
American International Group
New York
$832 -$18.2K -450 -3%

AZZ Hedge Fund Activity: Q4 2020 in Review

175 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q4 2020, worth a combined $1.1B — up 39% from $793M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AZZ positions and 19 closed out — a net gain of 9 holders — while 45 added to existing stakes and 71 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $25.1M. The largest seller was Victory Capital Management, cutting an estimated $6.12M.

  • 175 institutional investors held AZZ Inc (AZZ) as of Q4 2020, up from 166 in Q3 2020.
  • Funds reported $1.1B of AZZ Inc stock for Q4 2020, up 39% quarter-over-quarter.
  • 28 funds opened new AZZ Inc positions in Q4 2020 and 19 closed out, a net change of +9 holders.
  • The largest AZZ Inc buyer in Q4 2020 was T. Rowe Price Associates, an estimated $25.1M added.
  • The largest AZZ Inc seller in Q4 2020 was Victory Capital Management, an estimated $6.12M sold.

Based on aggregated 13F filings for Q4 2020.