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AZZ Inc
AZZ

180 hedge funds and large institutions have $1.02B invested in AZZ Inc in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 78 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $1.98M | Put options by funds: $733K

5% more capital invested

Capital invested by funds: $968M → $1.02B (+$51.1M)

0.39% more ownership

Funds ownership: 89.04% → 89.43% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

2% less funds holding

Funds holding: 183 → 180 (-3)

41% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 78

Holders
180
Holders Change
-3
Holders Change %
-1.64%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
46
Reduced
78
Closed
23
Calls
$1.98M
Puts
$733K
Net Calls
+$1.25M
Net Calls Change
+$1.19M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$16.3M
2
Bank of America
Bank of America
North Carolina
+$9.33M
3
MVP
Medina Value Partners
California
+$6.02M
4
HighTower Advisors
HighTower Advisors
Illinois
+$5.31M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.35M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$7.16M
2
BlackRock
BlackRock
New York
-$6.64M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.88M
4
N
Nuveen
North Carolina
-$2.56M
5
JP Morgan Chase
JP Morgan Chase
New York
-$2.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
KBC Group
151
KBC Group
Belgium
$44K -$46K -1,006 -51%
C
152
Covestor
United Kingdom
$41K +$23.5K +513 +132%
NA
153
NewEdge Advisors
Louisiana
$36.5K – – –
US Bancorp
154
US Bancorp
Minnesota
$33.4K – – –
QCG
155
Quadrant Capital Group
Ohio
$29K – – –
CIA
156
Cape Investment Advisory
Georgia
$26.1K -$778 -17 -3%
CCP
157
Carmel Capital Partners
California
$21.5K +$21.6K +471 New
Russell Investments Group
158
Russell Investments Group
United Kingdom
$21.4K +$2.84K +62 +15%
FSWA
159
Financial Synergies Wealth Advisors
Texas
$18.9K +$18.9K +414 New
VCM
160
Versant Capital Management
Arizona
$16.6K – – –
PA
161
Parallel Advisors
California
$13.7K – – –
WT
162
Whittier Trust
California
$13.7K – – –
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
BWL
164
Bogart Wealth LLC
Virginia
$9.12K – – –
GIA
165
GHP Investment Advisors
Colorado
$9.07K – – –
SIC
166
Salem Investment Counselors
North Carolina
$7.52K – – –
HFS
167
Hantz Financial Services
Michigan
$7K – – –
HNB
168
Huntington National Bank
Ohio
$6.52K -$1.69K -37 -21%
CTC
169
Central Trust Company
Missouri
$4.56K – – –
Mitsubishi UFJ Asset Management
170
Mitsubishi UFJ Asset Management
Japan
$3.28K +$3.29K +72 New
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$3.15K – – –
BAM
172
Byrne Asset Management
New Jersey
$3K +$3.2K +70 New
Bessemer Group
173
Bessemer Group
New Jersey
$2K – – –
CAM
174
ClariVest Asset Management
California
$1K -$1.51K -33 -63%
EWM
175
Evermay Wealth Management
Virginia
$960 – – –
5 6
7
8 9

AZZ Hedge Fund Activity: Q3 2023 in Review

180 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q3 2023, worth a combined $1.02B — up 5.3% from $968M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of AZZ and 22 opened new positions — a net loss of 1 holder — while 78 trimmed existing stakes and 46 added.

The largest buyer was Fidelity Investments, adding an estimated $16.3M. The largest seller was Goldman Sachs, cutting an estimated $7.16M.

  • 180 institutional investors held AZZ Inc (AZZ) as of Q3 2023, down from 183 in Q2 2023.
  • Funds reported $1.02B of AZZ Inc stock for Q3 2023, up 5.3% quarter-over-quarter.
  • 22 funds opened new AZZ Inc positions in Q3 2023 and 23 closed out, a net change of -1 holder.
  • The largest AZZ Inc buyer in Q3 2023 was Fidelity Investments, an estimated $16.3M added.
  • The largest AZZ Inc seller in Q3 2023 was Goldman Sachs, an estimated $7.16M sold.

Based on aggregated 13F filings for Q3 2023.