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AZZ Inc
AZZ

166 hedge funds and large institutions have $793M invested in AZZ Inc in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 61 increasing their positions, 58 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $1.13M | Put options by funds: $1.03M

5% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 58

0.04% more ownership

Funds ownership: 89.31% → 89.35% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $802M → $793M (-$8.9M)

7% less funds holding

Funds holding: 178 → 166 (-12)

43% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 28

Holders
166
Holders Change
-12
Holders Change %
-6.74%
% of All Funds
3.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
61
Reduced
58
Closed
28
Calls
$1.13M
Puts
$1.03M
Net Calls
+$102K
Net Calls Change
-$361K

Top Buyers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
+$16.5M
2
SBH
Segall Bryant & Hamill
Illinois
+$6.95M
3
ECM
Engine Capital Management
New York
+$6.35M
4
WA
Wasatch Advisors
Utah
+$5.97M
5
GI
GAMCO Investors
Connecticut
+$4.62M

Top Sellers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
-$10.2M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$4.96M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$4.15M
4
BlackRock
BlackRock
New York
-$3.45M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
176
Gotham Asset Management
New York
– -$346K -10,071 Closed
SFM
177
Systematic Financial Management
New Jersey
– -$327K -9,540 Closed
LCM
178
Laurion Capital Management
New York
– -$319K -9,300 Closed
PP
179
PDT Partners
New York
– -$262K -7,633 Closed
GIA
180
GHP Investment Advisors
Colorado
– -$257K -7,494 Closed
B
181
Bailard
California
– -$230K -6,700 Closed
PTC
182
Petrus Trust Company
Texas
– -$225K -6,543 Closed
QSS
183
Quantitative Systematic Strategies
Florida
– -$207K -6,035 Closed
RA
184
Royce & Associates
New York
– -$191K -5,573 Closed
Group One Trading
185
Group One Trading
Illinois
– -$51K -1,500 Closed
LIA
186
LS Investment Advisors
Michigan
– -$28K -809 Closed
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
– -$24K -700 Closed
PCM
188
Prelude Capital Management
New York
– -$23K -681 Closed
CAN
189
Cetera Advisor Networks
California
– -$14K -420 Closed
CAM
190
ClariVest Asset Management
California
– -$8K -238 Closed
OPS
191
Orion Portfolio Solutions
Nebraska
– -$7K -213 Closed
QT
192
Quantbot Technologies
New York
– +$665 +20 New
FHA
193
First Horizon Advisors
Tennessee
– +$798 +24 New
4 5 6 7
8

AZZ Hedge Fund Activity: Q3 2020 in Review

166 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q3 2020, worth a combined $793M — down 1.1% from $802M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of AZZ and 16 opened new positions — a net loss of 12 holders — while 58 trimmed existing stakes and 61 added.

The largest buyer was LSV Asset Management, adding an estimated $16.5M. The largest seller was Nuveen, cutting an estimated $10.2M.

  • 166 institutional investors held AZZ Inc (AZZ) as of Q3 2020, down from 178 in Q2 2020.
  • Funds reported $793M of AZZ Inc stock for Q3 2020, down 1.1% quarter-over-quarter.
  • 16 funds opened new AZZ Inc positions in Q3 2020 and 28 closed out, a net change of -12 holders.
  • The largest AZZ Inc buyer in Q3 2020 was LSV Asset Management, an estimated $16.5M added.
  • The largest AZZ Inc seller in Q3 2020 was Nuveen, an estimated $10.2M sold.

Based on aggregated 13F filings for Q3 2020.