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186 hedge funds and large institutions have $854M invested in AZZ Inc in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 58 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 58

5% more capital invested

Capital invested by funds: $812M → $854M (+$42M)

0% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 22

0.22% less ownership

Funds ownership: 89.79%89.57% (-0.22%)

2% less funds holding

Funds holding: 189186 (-3)

29% less call options, than puts

Call options by funds: $1.25M | Put options by funds: $1.77M

Holders
186
Holders Change
-3
Holders Change %
-1.59%
% of All Funds
2.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
80
Reduced
58
Closed
22
Calls
$1.25M
Puts
$1.77M
Net Calls
-$519K
Net Calls Change
+$240K
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
151
Sutton Wealth Advisors
Florida
$26.6K
VCM
152
Versant Capital Management
Arizona
$19.9K
EI
153
Ellevest Inc
New York
$17.5K +$17.1K +435 New
MCC
154
Money Concepts Capital
Florida
$13.5K -$201K -5,111 -94%
PA
155
Parallel Advisors
California
$12.1K -$1.22K -31 -9%
WT
156
Whittier Trust
California
$12.1K
TRCT
157
Tower Research Capital (TRC)
New York
$11K -$82.5K -2,099 -88%
EWA
158
EverSource Wealth Advisors
Alabama
$9.93K -$9.16K -233 -49%
TPCW
159
TD Private Client Wealth
New York
$8.44K +$3.3K +84 +67%
BWL
160
Bogart Wealth LLC
Virginia
$8.04K
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$8K +$4.91K +125 +192%
GIA
162
GHP Investment Advisors
Colorado
$7.65K -$13.2K -335 -64%
AssetMark Inc
163
AssetMark Inc
California
$6.67K +$79 +2 +1%
SIC
164
Salem Investment Counselors
North Carolina
$6.63K
LC
165
Lindbrook Capital
California
$6.23K +$197 +5 +3%
HFS
166
Hantz Financial Services
Michigan
$6K
RCM
167
Raleigh Capital Management
North Carolina
$4.95K +$3.26K +83 +208%
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$4.3K +$1.06K +27 +34%
TC
169
Truvestments Capital
Florida
$4.18K +$4.09K +104 New
TWA
170
TCI Wealth Advisors
Arizona
$3.82K -$5.62K -143 -60%
C
171
Covestor
United Kingdom
$3K +$3.03K +77 +1,925%
HNB
172
Huntington National Bank
Ohio
$2.29K +$1.06K +27 +90%
ASN
173
Advisory Services Network
Georgia
$2.09K +$2.04K +52 New
FFA
174
Farther Finance Advisors
California
$2.05K +$2K +51 New
AWM
175
Accurate Wealth Management
Florida
$1.94K +$1.69K +43 New

AZZ Hedge Fund Activity: Q4 2022 in Review

186 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q4 2022, worth a combined $854M — up 5.2% from $812M a quarter earlier.

Fund positioning in AZZ was balanced in Q4 2022: 22 funds opened new positions, 22 closed out, 80 added to existing stakes and 58 trimmed.

The largest buyer was BlackRock, adding an estimated $9.74M. The largest seller was Millennium Management, cutting an estimated $6.1M.

  • 186 institutional investors held AZZ Inc (AZZ) as of Q4 2022, down from 189 in Q3 2022.
  • Funds reported $854M of AZZ Inc stock for Q4 2022, up 5.2% quarter-over-quarter.
  • 22 funds opened new AZZ Inc positions in Q4 2022 and 22 closed out, a net change of 0 holders.
  • The largest AZZ Inc buyer in Q4 2022 was BlackRock, an estimated $9.74M added.
  • The largest AZZ Inc seller in Q4 2022 was Millennium Management, an estimated $6.1M sold.

Based on aggregated 13F filings for Q4 2022.