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AZZ Inc
AZZ

236 hedge funds and large institutions have $2.26B invested in AZZ Inc in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 97 increasing their positions, 61 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $1.41M

59% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 61

0.09% less ownership

Funds ownership: 92.48% → 92.39% (-0.09%)

1% less capital invested

Capital invested by funds: $2.28B → $2.26B (-$15.8M)

7% less funds holding

Funds holding: 255 → 236 (-19)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

36% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 44

Holders
236
Holders Change
-19
Holders Change %
-7.45%
% of All Funds
3.11%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
28
Increased
97
Reduced
61
Closed
44
Calls
$3.19M
Puts
$1.41M
Net Calls
+$1.78M
Net Calls Change
+$1.02M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$12M
2
DCM
Driehaus Capital Management
Illinois
+$11M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$10.5M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$8M
5
IECM
Intrinsic Edge Capital Management
Illinois
+$7.75M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$22.6M
2
Norges Bank
Norges Bank
Norway
-$13M
3
ZP
Zimmer Partners
New York
-$10.3M
4
SBH
Segall Bryant & Hamill
Illinois
-$7.62M
5
WHG
Westwood Holdings Group
Texas
-$6.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
EF
151
Empowered Funds
Pennsylvania
$359K +$98.7K +1,166 +36%
BCM
152
Beddow Capital Management
Wyoming
$336K – – –
HSBC Holdings
153
HSBC Holdings
United Kingdom
$336K -$8.72K -103 -2%
Pathstone Holdings
154
Pathstone Holdings
New Jersey
$335K -$47.9K -566 -12%
OCM
155
Orchard Capital Management
Illinois
$320K – – –
Baird Financial Group
156
Baird Financial Group
Wisconsin
$311K +$26.2K +309 +9%
YMRC
157
Yorktown Management & Research Company
Virginia
$307K – – –
PFBT
158
Parkside Financial Bank & Trust
Missouri
$300K +$12.1K +143 +4%
MFIM
159
Mesirow Financial Investment Management
Illinois
$297K +$3.39K +40 +1%
PA
160
PharVision Advisers
Florida
$297K +$306K +3,620 New
Pictet Asset Management
161
Pictet Asset Management
Switzerland
$292K – – –
Cerity Partners
162
Cerity Partners
New York
$285K -$18.8K -222 -6%
WG
163
Welch Group
Alabama
$285K – – –
QCM
164
Quantinno Capital Management
New York
$283K +$22.7K +268 +8%
CA
165
Claro Advisors
Massachusetts
$275K -$2.03K -24 -0.7%
SAM
166
Shell Asset Management
Netherlands
$260K – – –
GCM
167
Graham Capital Management
Connecticut
$258K +$267K +3,153 New
YIH
168
Y-Intercept (HK)
Hong Kong
$257K -$193K -2,284 -42%
PA
169
Procyon Advisors
Connecticut
$255K +$1.02K +12 +0.4%
AIP
170
Ameritas Investment Partners
Nebraska
$252K +$17.4K +205 +7%
Corient Private Wealth
171
Corient Private Wealth
Florida
$240K -$5.17K -61 -2%
GM
172
GeoWealth Management
Illinois
$237K +$242K +2,862 +11,448%
FIA
173
Foundations Investment Advisors
Arizona
$236K +$8.55K +101 +4%
FHA
174
Flagship Harbor Advisors
Massachusetts
$233K +$241K +2,845 New
Stifel Financial
175
Stifel Financial
Missouri
$227K +$6.01K +71 +3%
5 6
7
8 9

AZZ Hedge Fund Activity: Q4 2024 in Review

236 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q4 2024, worth a combined $2.26B — down 0.69% from $2.28B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of AZZ and 28 opened new positions — a net loss of 16 holders — while 61 trimmed existing stakes and 97 added.

The largest buyer was Wellington Management Group, adding an estimated $12M. The largest seller was Fidelity Investments, cutting an estimated $22.6M.

  • 236 institutional investors held AZZ Inc (AZZ) as of Q4 2024, down from 255 in Q3 2024.
  • Funds reported $2.26B of AZZ Inc stock for Q4 2024, down 0.69% quarter-over-quarter.
  • 28 funds opened new AZZ Inc positions in Q4 2024 and 44 closed out, a net change of -16 holders.
  • The largest AZZ Inc buyer in Q4 2024 was Wellington Management Group, an estimated $12M added.
  • The largest AZZ Inc seller in Q4 2024 was Fidelity Investments, an estimated $22.6M sold.

Based on aggregated 13F filings for Q4 2024.