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AZZ Inc
AZZ

170 hedge funds and large institutions have $1.06B invested in AZZ Inc in 2013 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

20% more capital invested

Capital invested by funds: $884M → $1.06B (+$181M)

2.72% more ownership

Funds ownership: 83.23% → 85.95% (+2.7%)

1% less funds holding

Funds holding: 171 → 170 (-1)

2% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 63

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

25% less call options, than puts

Call options by funds: $585K | Put options by funds: $777K

Holders
170
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
4.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
17
Increased
62
Reduced
63
Closed
18
Calls
$585K
Puts
$777K
Net Calls
-$192K
Net Calls Change
+$1.4M

Top Buyers

1
VBA
Van Berkom & Associates
Quebec, Canada
+$11.6M
2
Artisan Partners
Artisan Partners
Wisconsin
+$8.38M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.38M
4
EBIM
Eagle Boston Investment Management
Massachusetts
+$6.18M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$6.17M

Top Sellers

1
PI
Putnam Investments
Massachusetts
-$5.49M
2
HW
Hancock Whitney
Mississippi
-$5.45M
3
QBFM
QS Batterymarch Financial Management
New York
-$5.35M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$5.23M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$2.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
PG
176
Portola Group
California
– -$737K -17,600 Closed
ProShare Advisors
177
ProShare Advisors
Maryland
– -$697K -16,643 Closed
D.E. Shaw & Co
178
D.E. Shaw & Co
New York
– -$637K -15,229 Closed
HighTower Advisors
179
HighTower Advisors
Illinois
– -$641K -13,682 Closed
CA
180
Commerzbank Aktiengesellschaft
Germany
– -$476K -11,373 Closed
Renaissance Technologies
181
Renaissance Technologies
New York
– -$419K -10,000 Closed
Thrivent Financial for Lutherans
182
Thrivent Financial for Lutherans
Minnesota
– -$389K -9,300 Closed
Nomura Holdings
183
Nomura Holdings
Japan
– -$330K -7,874 Closed
SG Americas Securities
184
SG Americas Securities
New York
– -$222K -5,295 Closed
Jane Street
185
Jane Street
New York
– -$218K -5,212 Closed
TRCT
186
Tower Research Capital (TRC)
New York
– -$101K -2,426 Closed
WRM
187
Westport Resources Management
Connecticut
– -$69K -1,646 Closed
TAM
188
Tocqueville Asset Management
New York
– +$409 +9 New
4 5 6 7
8

AZZ Hedge Fund Activity: Q4 2013 in Review

170 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q4 2013, worth a combined $1.06B — up 20% from $884M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of AZZ and 17 opened new positions — a net loss of 1 holder — while 63 trimmed existing stakes and 62 added.

The largest buyer was Van Berkom & Associates, adding an estimated $11.6M. The largest seller was Putnam Investments, cutting an estimated $5.49M.

  • 170 institutional investors held AZZ Inc (AZZ) as of Q4 2013, down from 171 in Q3 2013.
  • Funds reported $1.06B of AZZ Inc stock for Q4 2013, up 20% quarter-over-quarter.
  • 17 funds opened new AZZ Inc positions in Q4 2013 and 18 closed out, a net change of -1 holder.
  • The largest AZZ Inc buyer in Q4 2013 was Van Berkom & Associates, an estimated $11.6M added.
  • The largest AZZ Inc seller in Q4 2013 was Putnam Investments, an estimated $5.49M sold.

Based on aggregated 13F filings for Q4 2013.