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189 hedge funds and large institutions have $812M invested in AZZ Inc in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 78 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

26% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 62

3% more funds holding

Funds holding: 184189 (+5)

0.11% more ownership

Funds ownership: 89.68%89.79% (+0.11%)

10% less capital invested

Capital invested by funds: $905M → $812M (-$92.4M)

99% less call options, than puts

Call options by funds: $7K | Put options by funds: $766K

Holders
189
Holders Change
+5
Holders Change %
+2.72%
% of All Funds
3.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
78
Reduced
62
Closed
19
Calls
$7K
Puts
$766K
Net Calls
-$759K
Net Calls Change
-$935K
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
151
Metropolitan Life Insurance Company (MetLife)
New York
$53.9K
QCG
152
Quadrant Capital Group
Ohio
$52K +$51.4K +1,233 +659%
MAM
153
Meeder Asset Management
Ohio
$48K +$12.9K +310 +31%
Allspring Global Investments
154
Allspring Global Investments
North Carolina
$43K -$1.67K -40 -3%
EBA
155
Eagle Bay Advisors
New York
$39K +$18.6K +447 +70%
US Bancorp
156
US Bancorp
Minnesota
$32K +$4.29K +103 +13%
SWA
157
Sutton Wealth Advisors
Florida
$24.1K -$83 -2 -0.3%
National Bank of Canada
158
National Bank of Canada
Quebec, Canada
$24K +$27.5K +660 New
GIA
159
GHP Investment Advisors
Colorado
$19K -$1.21K -29 -5%
VCM
160
Versant Capital Management
Arizona
$18K +$5.5K +132 +36%
EWA
161
EverSource Wealth Advisors
Alabama
$18K +$20K +480 New
Macquarie Group
162
Macquarie Group
Australia
$17K -$19.9K -478 Closed
PA
163
Parallel Advisors
California
$12K +$1.08K +26 +9%
WT
164
Whittier Trust
California
$11K +$12.5K +300 New
WFA
165
Wipfli Financial Advisors
Wisconsin
$10K +$11.9K +286 New
TWA
166
TCI Wealth Advisors
Arizona
$9K
CAC
167
Core Alternative Capital
Georgia
$8K
BWL
168
Bogart Wealth LLC
Virginia
$7K
SIC
169
Salem Investment Counselors
North Carolina
$6K
AssetMark Inc
170
AssetMark Inc
California
$6K +$500 +12 +8%
HFS
171
Hantz Financial Services
Michigan
$5K -$2.63K -63 -30%
LC
172
Lindbrook Capital
California
$5K -$584 -14 -9%
TPCW
173
TD Private Client Wealth
New York
$4.6K +$250 +6 +5%
PFBT
174
Parkside Financial Bank & Trust
Missouri
$4K +$42 +1 +1%
Federated Hermes
175
Federated Hermes
Pennsylvania
$4K +$1.67K +40 +54%

AZZ Hedge Fund Activity: Q3 2022 in Review

189 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q3 2022, worth a combined $812M — down 10% from $905M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new AZZ positions and 19 closed out — a net gain of 6 holders — while 78 added to existing stakes and 62 trimmed.

The largest buyer was Harvey Partners, adding an estimated $11.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $102M.

  • 189 institutional investors held AZZ Inc (AZZ) as of Q3 2022, up from 184 in Q2 2022.
  • Funds reported $812M of AZZ Inc stock for Q3 2022, down 10% quarter-over-quarter.
  • 25 funds opened new AZZ Inc positions in Q3 2022 and 19 closed out, a net change of +6 holders.
  • The largest AZZ Inc buyer in Q3 2022 was Harvey Partners, an estimated $11.5M added.
  • The largest AZZ Inc seller in Q3 2022 was T. Rowe Price Associates, an estimated $102M sold.

Based on aggregated 13F filings for Q3 2022.