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AZZ Inc
AZZ

189 hedge funds and large institutions have $812M invested in AZZ Inc in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 78 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

26% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 62

3% more funds holding

Funds holding: 184 → 189 (+5)

0.11% more ownership

Funds ownership: 89.68% → 89.79% (+0.11%)

10% less capital invested

Capital invested by funds: $905M → $812M (-$92.4M)

99% less call options, than puts

Call options by funds: $7K | Put options by funds: $766K

Holders
189
Holders Change
+5
Holders Change %
+2.72%
% of All Funds
3.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
78
Reduced
62
Closed
19
Calls
$7K
Puts
$766K
Net Calls
-$759K
Net Calls Change
-$935K

Top Buyers

1
HP
Harvey Partners
New York
+$11.5M
2
Millennium Management
Millennium Management
New York
+$4.32M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$3.13M
4
Renaissance Technologies
Renaissance Technologies
New York
+$2.94M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$2.67M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$102M
2
CSC
Cove Street Capital
California
-$7.98M
3
WHG
Westwood Holdings Group
Texas
-$4.89M
4
FCM
Frontier Capital Management
Massachusetts
-$4.08M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$4.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
176
BDO Wealth Advisors
Florida
$4K +$5.13K +123 New
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$3K -$709 -17 -18%
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$2K -$8.09K -194 -75%
HNB
179
Huntington National Bank
Ohio
$1K -$83 -2 -6%
CAM
180
ClariVest Asset Management
California
$1K – – –
EWM
181
Evermay Wealth Management
Virginia
$1K – – –
IA
182
IFP Advisors
Florida
$1K – – –
MPWT
183
MassMutual Private Wealth & Trust
Connecticut
$1K – – –
FMII
184
Farmers & Merchants Investments Inc
Nebraska
$1K +$709 +17 New
S
185
SignatureFD
Georgia
$1K +$750 +18 New
RCM
186
Raleigh Capital Management
North Carolina
$1K +$1.67K +40 New
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$537 -$51.6K -1,238 -9%
ACM
188
Absolute Capital Management
Pennsylvania
$259 +$292 +7 New
CSC
189
Cove Street Capital
California
– -$7.98M -195,555 Closed
FCM
190
Frontier Capital Management
Massachusetts
– -$4.08M -100,000 Closed
KIM
191
Kestrel Investment Management
California
– -$1.31M -32,000 Closed
ZCM
192
Ziegler Capital Management
Illinois
– -$1.2M -29,335 Closed
CIC
193
Cornercap Investment Counsel
Georgia
– -$976K -23,900 Closed
DTL
194
Dynamic Technology Lab
Singapore
– -$785K -19,210 Closed
DCM
195
Dupont Capital Management
Delaware
– -$766K -18,757 Closed
JF
196
Jump Financial
Illinois
– -$571K -14,000 Closed
HSBC Holdings
197
HSBC Holdings
United Kingdom
– -$504K -12,384 Closed
Jane Street
198
Jane Street
New York
– -$481K -11,776 Closed
OAM
199
Oppenheimer Asset Management
New York
– -$423K -10,373 Closed
State of Wisconsin Investment Board
200
State of Wisconsin Investment Board
Wisconsin
– -$243K -5,956 Closed
5 6 7
8
9

AZZ Hedge Fund Activity: Q3 2022 in Review

189 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q3 2022, worth a combined $812M — down 10% from $905M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new AZZ positions and 19 closed out — a net gain of 6 holders — while 78 added to existing stakes and 62 trimmed.

The largest buyer was Harvey Partners, adding an estimated $11.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $102M.

  • 189 institutional investors held AZZ Inc (AZZ) as of Q3 2022, up from 184 in Q2 2022.
  • Funds reported $812M of AZZ Inc stock for Q3 2022, down 10% quarter-over-quarter.
  • 25 funds opened new AZZ Inc positions in Q3 2022 and 19 closed out, a net change of +6 holders.
  • The largest AZZ Inc buyer in Q3 2022 was Harvey Partners, an estimated $11.5M added.
  • The largest AZZ Inc seller in Q3 2022 was T. Rowe Price Associates, an estimated $102M sold.

Based on aggregated 13F filings for Q3 2022.