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186 hedge funds and large institutions have $1.45B invested in AZZ Inc in 2016 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 60 increasing their positions, 69 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

10% more capital invested

Capital invested by funds: $1.31B → $1.45B (+$134M)

2% more funds holding

Funds holding: 182186 (+4)

0.93% more ownership

Funds ownership: 85.1%86.03% (+0.93%)

13% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 69

56% less call options, than puts

Call options by funds: $1.29M | Put options by funds: $2.92M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
186
Holders Change
+4
Holders Change %
+2.2%
% of All Funds
4.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
60
Reduced
69
Closed
14
Calls
$1.29M
Puts
$2.92M
Net Calls
-$1.62M
Net Calls Change
-$2.31M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
176
Versant Capital Management
Arizona
$10K -$383 -6 -4%
MFS
177
MSI Financial Services
Massachusetts
$9K -$169K -2,652 -95%
Creative Planning
178
Creative Planning
Kansas
$8K -$383 -6 -5%
EWM
179
Endurance Wealth Management
Rhode Island
$8K
TCIM
180
TIAA CREF Investment Management
New York
$5.79K +$549K +8,597 +11%
GT
181
Glenmede Trust
Pennsylvania
$5K -$32.9M -515,285 -100%
GAM
182
Gemmer Asset Management
California
$3K
QCG
183
Quadrant Capital Group
Ohio
$2K
GWM
184
Geneos Wealth Management
Colorado
$2K +$2.11K +33 New
VOYA Investment Management
185
VOYA Investment Management
Georgia
$1.74K
QI
186
QS Investors
New York
$1K
Renaissance Technologies
187
Renaissance Technologies
New York
-$2.62M -43,600 Closed
RFC
188
Regions Financial Corp
Alabama
-$1.49M -24,885 Closed
GAM
189
Gotham Asset Management
New York
-$1.07M -17,890 Closed
D.E. Shaw & Co
190
D.E. Shaw & Co
New York
-$769K -12,818 Closed
MC
191
Menta Capital
California
-$575K -9,587 Closed
Teacher Retirement System of Texas
192
Teacher Retirement System of Texas
Texas
-$216K -3,600 Closed
CSS
193
Cubist Systematic Strategies
Connecticut
-$206K -3,434 Closed
TRCT
194
Tower Research Capital (TRC)
New York
-$181K -3,019 Closed
Walleye Trading
195
Walleye Trading
New York
-$135K -2,112 Closed
QT
196
Quantbot Technologies
New York
-$15K -264 Closed
FPFS
197
First Personal Financial Services
North Carolina
-$11K -176 Closed
NIT
198
NumerixS Investment Technologies
British Columbia, Canada
-$6K -100 Closed
Simplex Trading
199
Simplex Trading
Illinois
-$3.13K -49 Closed

AZZ Hedge Fund Activity: Q3 2016 in Review

186 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q3 2016, worth a combined $1.45B — up 10% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new AZZ positions and 14 closed out — a net gain of 5 holders — while 60 added to existing stakes and 69 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $25.5M. The largest seller was Glenmede Trust, cutting an estimated $32.9M.

  • 186 institutional investors held AZZ Inc (AZZ) as of Q3 2016, up from 182 in Q2 2016.
  • Funds reported $1.45B of AZZ Inc stock for Q3 2016, up 10% quarter-over-quarter.
  • 19 funds opened new AZZ Inc positions in Q3 2016 and 14 closed out, a net change of +5 holders.
  • The largest AZZ Inc buyer in Q3 2016 was Neuberger Berman Group, an estimated $25.5M added.
  • The largest AZZ Inc seller in Q3 2016 was Glenmede Trust, an estimated $32.9M sold.

Based on aggregated 13F filings for Q3 2016.