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183 hedge funds and large institutions have $968M invested in AZZ Inc in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 61 increasing their positions, 66 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

6% more capital invested

Capital invested by funds: $917M → $968M (+$51.7M)

4% more funds holding

Funds holding: 176183 (+7)

5% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $1.22M

0.17% less ownership

Funds ownership: 89.22%89.04% (-0.17%)

8% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 66

Holders
183
Holders Change
+7
Holders Change %
+3.98%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
61
Reduced
66
Closed
20
Calls
$1.28M
Puts
$1.22M
Net Calls
+$57K
Net Calls Change
+$696K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
151
Ameritas Investment Partners
Nebraska
$89.1K +$8.03K +209 +11%
KBC Group
152
KBC Group
Belgium
$85K
MLICM
153
Metropolitan Life Insurance Company (MetLife)
New York
$57.7K
EBA
154
Eagle Bay Advisors
New York
$49.5K -$2.23K -58 -5%
NA
155
NewEdge Advisors
Louisiana
$34.8K
US Bancorp
156
US Bancorp
Minnesota
$31.9K -$14.8K -385 -34%
TRCT
157
Tower Research Capital (TRC)
New York
$30.4K -$44.1K -1,148 -62%
VCM
158
Vigilant Capital Management
Maine
$29K +$25.9K +675 New
QCG
159
Quadrant Capital Group
Ohio
$27.6K -$57.4K -1,495 -70%
CIA
160
Cape Investment Advisory
Georgia
$25.7K +$4.07K +106 +22%
Russell Investments Group
161
Russell Investments Group
United Kingdom
$17.7K
C
162
Covestor
United Kingdom
$17K +$12.5K +326 +509%
VCM
163
Versant Capital Management
Arizona
$15.8K -$5.07K -132 -27%
PA
164
Parallel Advisors
California
$13K
WT
165
Whittier Trust
California
$13K
Simplex Trading
166
Simplex Trading
Illinois
$13K +$4.99K +130 +76%
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$10K +$1.23K +32 +17%
Osaic Holdings
168
Osaic Holdings
Arizona
$9.95K -$20.9K -544 -70%
GIA
169
GHP Investment Advisors
Colorado
$9.06K +$77 +2 +1%
BWL
170
Bogart Wealth LLC
Virginia
$8.69K
HNB
171
Huntington National Bank
Ohio
$7.82K +$3.57K +93 +107%
SIC
172
Salem Investment Counselors
North Carolina
$7.17K
HFS
173
Hantz Financial Services
Michigan
$6K
CTC
174
Central Trust Company
Missouri
$4.35K +$3.84K +100 New
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$3K +$192 +5 +8%

AZZ Hedge Fund Activity: Q2 2023 in Review

183 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q2 2023, worth a combined $968M — up 5.6% from $917M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new AZZ positions and 20 closed out — a net gain of 7 holders — while 61 added to existing stakes and 66 trimmed.

The largest buyer was Kennedy Capital Management, adding an estimated $4.12M. The largest seller was Wellington Management Group, exiting entirely with an estimated $9.73M sold.

  • 183 institutional investors held AZZ Inc (AZZ) as of Q2 2023, up from 176 in Q1 2023.
  • Funds reported $968M of AZZ Inc stock for Q2 2023, up 5.6% quarter-over-quarter.
  • 27 funds opened new AZZ Inc positions in Q2 2023 and 20 closed out, a net change of +7 holders.
  • The largest AZZ Inc buyer in Q2 2023 was Kennedy Capital Management, an estimated $4.12M added.
  • The largest AZZ Inc seller in Q2 2023 was Wellington Management Group, an estimated $9.73M sold.

Based on aggregated 13F filings for Q2 2023.