AZZ Inc
172 hedge funds and large institutions have $1.2B invested in AZZ Inc in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 49 reducing their positions, and 10 closing their positions.
339% more call options, than puts
Call options by funds: $1.77M | Put options by funds: $404K
210% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 10
24% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 49
13% more funds holding
Funds holding: 152 → 172 (+20)
13% more capital invested
Capital invested by funds: $1.06B → $1.2B (+$136M)
2.68% less ownership
Funds ownership: 93.94% → 91.25% (-2.7%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.39M |
| 2 |
BlackRock
New York
|
+$8.09M |
| 3 |
Neuberger Berman Group
New York
|
+$6.99M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$4.17M |
| 5 |
Renaissance Technologies
New York
|
+$4.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$33.7M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$14.3M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$10.9M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$8.71M |
| 5 |
RCM
Rutabaga Capital Management
Boston,
Massachusetts
|
-$5.82M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JT
176
Jump Trading
Chicago,
Illinois
| – | -$226K | -5,200 | Closed |
|
|
OAC
177
OMERS Administration Corp
Toronto,
Ontario, Canada
| – | -$213K | -4,900 | Closed |
|
178
Envestnet Asset Management
Chicago,
Illinois
| – | -$63K | -1,458 | Closed |
|
|
AAM
179
Advisors Asset Management
Monument,
Colorado
| – | -$37K | -847 | Closed |
|
|
GWM
180
Geneos Wealth Management
Englewood,
Colorado
| – | -$16K | -380 | Closed |
|
|
CIR
181
Clear Investment Research
Alpharetta,
Georgia
| – | +$374 | +7 | New |
|
|
CAG
182
Csenge Advisory Group
Clearwater,
Florida
| – | +$427 | +8 | New |
|
AZZ Hedge Fund Activity: Q3 2018 in Review
172 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q3 2018, worth a combined $1.2B — up 13% from $1.06B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new AZZ positions and 10 closed out — a net gain of 21 holders — while 61 added to existing stakes and 49 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $8.39M. The largest seller was Fidelity Investments, cutting an estimated $33.7M.
- 172 institutional investors held AZZ Inc (AZZ) as of Q3 2018, up from 152 in Q2 2018.
- Funds reported $1.2B of AZZ Inc stock for Q3 2018, up 13% quarter-over-quarter.
- 31 funds opened new AZZ Inc positions in Q3 2018 and 10 closed out, a net change of +21 holders.
- The largest AZZ Inc buyer in Q3 2018 was Morgan Stanley, an estimated $8.39M added.
- The largest AZZ Inc seller in Q3 2018 was Fidelity Investments, an estimated $33.7M sold.
Based on aggregated 13F filings for Q3 2018.