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187 hedge funds and large institutions have $1.21B invested in AZZ Inc in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 71 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

7% more funds holding

Funds holding: 174187 (+13)

1.16% more ownership

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

4% more capital invested

Capital invested by funds: $1.16B → $1.21B (+$51.4M)

14% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 71

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
187
Holders Change
+13
Holders Change %
+7.47%
% of All Funds
2.88%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
61
Reduced
71
Closed
11
Calls
$1.1M
Puts
Net Calls
+$1.1M
Net Calls Change
+$72K
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
151
Beaird Harris Wealth Management
Texas
$55K +$54.3K +1,000 New
SWA
152
Sutton Wealth Advisors
Florida
$37K +$434 +8 +1%
EBA
153
Eagle Bay Advisors
New York
$36K +$54 +1 +0.2%
US Bancorp
154
US Bancorp
Minnesota
$30K -$10.5K -194 -26%
Osaic Holdings
155
Osaic Holdings
Arizona
$30K +$3.42K +63 +13%
Macquarie Group
156
Macquarie Group
Australia
$26K
VCM
157
Versant Capital Management
Arizona
$20K
PFGIA
158
Patriot Financial Group Insurance Agency
Massachusetts
$20K +$109 +2 +0.6%
PA
159
Parallel Advisors
California
$19K +$2.33K +43 +14%
CWS
160
Confluence Wealth Services
Pennsylvania
$15K +$15.6K +287 New
HFS
161
Hantz Financial Services
Michigan
$14K -$9.61K -177 -41%
Fidelity Investments
162
Fidelity Investments
Massachusetts
$13K -$3.47M -64,000 -100%
QCG
163
Quadrant Capital Group
Ohio
$11K -$3.04K -56 -23%
BWL
164
Bogart Wealth LLC
Virginia
$11K
LWCFA
165
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10K
CAM
166
ClariVest Asset Management
California
$10K +$7.76K +143 +493%
Simplex Trading
167
Simplex Trading
Illinois
$9K -$40.7K -749 -81%
SIC
168
Salem Investment Counselors
North Carolina
$9K
Federated Hermes
169
Federated Hermes
Pennsylvania
$7K -$9.07K -167 -56%
PHK
170
Point72 Hong Kong
Hong Kong
$6K +$6.13K +113 New
PFBT
171
Parkside Financial Bank & Trust
Missouri
$5K
TWA
172
TCI Wealth Advisors
Arizona
$5K
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$5K +$5.1K +94 New
AssetMark Inc
174
AssetMark Inc
California
$4K -$54 -1 -1%
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$4K +$1.47K +27 +53%