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174 hedge funds and large institutions have $1.16B invested in AZZ Inc in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 54 increasing their positions, 64 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

411% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $250K

2% more capital invested

Capital invested by funds: $1.14B → $1.16B (+$18.7M)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

1% less funds holding

Funds holding: 175174 (-1)

1.16% less ownership

Funds ownership: 88.47%87.31% (-1.2%)

16% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 64

Holders
174
Holders Change
-1
Holders Change %
-0.57%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
54
Reduced
64
Closed
13
Calls
$1.28M
Puts
$250K
Net Calls
+$1.03M
Net Calls Change
+$882K
Name Holding Trade Value Shares
Change
Change in
Stake
Barrow, Hanley, Mewhinney & Strauss
151
Barrow, Hanley, Mewhinney & Strauss
Texas
$21K
VCM
152
Versant Capital Management
Arizona
$19K
PFGIA
153
Patriot Financial Group Insurance Agency
Massachusetts
$19K +$3.58K +68 +24%
Group One Trading
154
Group One Trading
Illinois
$18K
Federated Hermes
155
Federated Hermes
Pennsylvania
$16K -$105 -2 -0.7%
PA
156
Parallel Advisors
California
$16K +$421 +8 +3%
QCG
157
Quadrant Capital Group
Ohio
$13K +$210 +4 +2%
BWL
158
Bogart Wealth LLC
Virginia
$11K
LWCFA
159
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10K
SIC
160
Salem Investment Counselors
North Carolina
$9K
OSAM
161
O'Shaughnessy Asset Management
Connecticut
$8K +$7.89K +150 New
BMD
162
Better Money Decisions
New Mexico
$6K
PFBT
163
Parkside Financial Bank & Trust
Missouri
$5K
TWA
164
TCI Wealth Advisors
Arizona
$5K
AssetMark Inc
165
AssetMark Inc
California
$4K
BCA
166
Berman Capital Advisors
Georgia
$4K +$1.95K +37 +86%
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$3K +$2.68K +51 New
PCG
168
Private Capital Group
Connecticut
$2K -$210 -4 -11%
GAM
169
Gemmer Asset Management
California
$2K
TFO
170
Tarbox Family Office
California
$2K
CAM
171
ClariVest Asset Management
California
$2K +$1.52K +29 New
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$1.63K
IA
173
IFP Advisors
Florida
$1K
HI
174
Harbour Investments
Wisconsin
$1K +$841 +16 +267%
WA
175
Wasatch Advisors
Utah
-$22.2M -429,174 Closed

AZZ Hedge Fund Activity: Q3 2021 in Review

174 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q3 2021, worth a combined $1.16B — up 1.6% from $1.14B a quarter earlier.

Fund positioning in AZZ was balanced in Q3 2021: 13 funds opened new positions, 13 closed out, 54 added to existing stakes and 64 trimmed.

The largest buyer was Norges Bank, adding an estimated $5.22M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $22.2M sold.

  • 174 institutional investors held AZZ Inc (AZZ) as of Q3 2021, down from 175 in Q2 2021.
  • Funds reported $1.16B of AZZ Inc stock for Q3 2021, up 1.6% quarter-over-quarter.
  • 13 funds opened new AZZ Inc positions in Q3 2021 and 13 closed out, a net change of 0 holders.
  • The largest AZZ Inc buyer in Q3 2021 was Norges Bank, an estimated $5.22M added.
  • The largest AZZ Inc seller in Q3 2021 was Wasatch Advisors, an estimated $22.2M sold.

Based on aggregated 13F filings for Q3 2021.