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AZZ Inc
AZZ

175 hedge funds and large institutions have $1.14B invested in AZZ Inc in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $393K | Put options by funds: $248K

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

2% more funds holding

Funds holding: 171 → 175 (+4)

1% more capital invested

Capital invested by funds: $1.14B → $1.14B (+$8.12M)

0.65% less ownership

Funds ownership: 89.13% → 88.47% (-0.65%)

26% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 70

Holders
175
Holders Change
+4
Holders Change %
+2.34%
% of All Funds
3.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
52
Reduced
70
Closed
18
Calls
$393K
Puts
$248K
Net Calls
+$145K
Net Calls Change
-$1.3M

Top Buyers

Rank Fund Capital Flow
1
WHG
Westwood Holdings Group
Texas
+$34.4M
2
Invesco
Invesco
Georgia
+$8.51M
3
JP Morgan Chase
JP Morgan Chase
New York
+$5.93M
4
Morgan Stanley
Morgan Stanley
New York
+$4.04M
5
Wells Fargo
Wells Fargo
California
+$2.51M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$25.6M
2
LSV Asset Management
LSV Asset Management
Illinois
-$21.9M
3
BlackRock
BlackRock
New York
-$6.68M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$5.33M
5
WA
Wasatch Advisors
Utah
-$4.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
Federated Hermes
151
Federated Hermes
Pennsylvania
$16K – – –
PA
152
Parallel Advisors
California
$16K – – –
Osaic Holdings
153
Osaic Holdings
Arizona
$16K +$2.42K +46 +17%
PFGIA
154
Patriot Financial Group Insurance Agency
Massachusetts
$15K – – –
QCG
155
Quadrant Capital Group
Ohio
$13K – – –
BWL
156
Bogart Wealth LLC
Virginia
$10K – – –
LWCFA
157
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10K +$9.83K +187 New
SIC
158
Salem Investment Counselors
North Carolina
$9K – – –
GLLW
159
Graves Light Lenhart Wealth
Virginia
$7K – – –
BMD
160
Better Money Decisions
New Mexico
$5K – – –
TWA
161
TCI Wealth Advisors
Arizona
$5K – – –
PFBT
162
Parkside Financial Bank & Trust
Missouri
$5K +$368 +7 +8%
MAM
163
Meeder Asset Management
Ohio
$4K -$101K -1,914 -97%
AssetMark Inc
164
AssetMark Inc
California
$4K -$105 -2 -3%
BCA
165
Berman Capital Advisors
Georgia
$2K – – –
GAM
166
Gemmer Asset Management
California
$2K – – –
TFO
167
Tarbox Family Office
California
$2K – – –
PCG
168
Private Capital Group
Connecticut
$2K +$1.89K +36 New
Nisa Investment Advisors
169
Nisa Investment Advisors
Missouri
$1.58K – – –
S
170
SignatureFD
Georgia
$1K -$315 -6 -26%
ASN
171
Advisory Services Network
Georgia
$1K +$1.31K +25 New
AIG
172
American International Group
New York
$837 -$35.2K -669 -4%
Arrowstreet Capital
173
Arrowstreet Capital
Massachusetts
– -$5.33M -105,933 Closed
California Public Employees Retirement System
174
California Public Employees Retirement System
California
– -$2.66M -52,900 Closed
CIC
175
Cornercap Investment Counsel
Georgia
– -$1.26M -25,011 Closed
4 5 6
7
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AZZ Hedge Fund Activity: Q2 2021 in Review

175 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q2 2021, worth a combined $1.14B — up 0.71% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new AZZ positions and 18 closed out — a net gain of 5 holders — while 52 added to existing stakes and 70 trimmed.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $34.4M. The largest seller was Fidelity Investments, cutting an estimated $25.6M.

  • 175 institutional investors held AZZ Inc (AZZ) as of Q2 2021, up from 171 in Q1 2021.
  • Funds reported $1.14B of AZZ Inc stock for Q2 2021, up 0.71% quarter-over-quarter.
  • 23 funds opened new AZZ Inc positions in Q2 2021 and 18 closed out, a net change of +5 holders.
  • The largest AZZ Inc buyer in Q2 2021 was Westwood Holdings Group, an estimated $34.4M added.
  • The largest AZZ Inc seller in Q2 2021 was Fidelity Investments, an estimated $25.6M sold.

Based on aggregated 13F filings for Q2 2021.