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AZZ Inc
AZZ

180 hedge funds and large institutions have $1.02B invested in AZZ Inc in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 78 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $1.98M | Put options by funds: $733K

5% more capital invested

Capital invested by funds: $968M → $1.02B (+$51.1M)

0.39% more ownership

Funds ownership: 89.04% → 89.43% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

2% less funds holding

Funds holding: 183 → 180 (-3)

41% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 78

Holders
180
Holders Change
-3
Holders Change %
-1.64%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
46
Reduced
78
Closed
23
Calls
$1.98M
Puts
$733K
Net Calls
+$1.25M
Net Calls Change
+$1.19M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$16.3M
2
Bank of America
Bank of America
North Carolina
+$9.33M
3
MVP
Medina Value Partners
California
+$6.02M
4
HighTower Advisors
HighTower Advisors
Illinois
+$5.31M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.35M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$7.16M
2
BlackRock
BlackRock
New York
-$6.64M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.88M
4
N
Nuveen
North Carolina
-$2.56M
5
JP Morgan Chase
JP Morgan Chase
New York
-$2.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMII
176
Farmers & Merchants Investments Inc
Nebraska
$775 – – –
S
177
SignatureFD
Georgia
$684 – – –
MPWT
178
MassMutual Private Wealth & Trust
Connecticut
$501 -$641 -14 -56%
FFA
179
Farther Finance Advisors
California
$456 – – –
AF
180
Allworth Financial
California
$228 – – –
CIC
181
Cornercap Investment Counsel
Georgia
– -$1.13M -26,018 Closed
Two Sigma Investments
182
Two Sigma Investments
New York
– -$1.1M -25,361 Closed
GCP
183
GSA Capital Partners
United Kingdom
– -$1.07M -24,540 Closed
Tudor Investment Corp
184
Tudor Investment Corp
Connecticut
– -$889K -20,463 Closed
SIM
185
SummerHaven Investment Management
Connecticut
– -$728K -16,757 Closed
JF
186
Jump Financial
Illinois
– -$582K -13,401 Closed
OQS
187
Occudo Quantitative Strategies
Florida
– -$562K -12,942 Closed
BA
188
Bridgewater Associates
Connecticut
– -$485K -11,157 Closed
HF
189
HRT Financial
New York
– -$420K -9,675 Closed
MAM
190
Martingale Asset Management
Massachusetts
– -$387K -8,908 Closed
CCIA
191
Campbell & Co Investment Adviser
Maryland
– -$333K -7,670 Closed
SSA
192
Schonfeld Strategic Advisors
New York
– -$260K -5,979 Closed
Janney Montgomery Scott
193
Janney Montgomery Scott
Pennsylvania
– -$254K -5,853 Closed
RA
194
Ruggaard & Associates
Ohio
– -$252K -5,800 Closed
DFCM
195
Dark Forest Capital Management
Puerto Rico
– -$247K -5,678 Closed
RDWM
196
Red Door Wealth Management
Tennessee
– -$243K -5,602 Closed
BRWA
197
B. Riley Wealth Advisors
Florida
– -$216K -4,965 Closed
Renaissance Technologies
198
Renaissance Technologies
New York
– -$213K -4,900 Closed
MOACM
199
Mutual of America Capital Management
New York
– -$212K -4,867 Closed
GHA
200
GW Henssler & Associates
Georgia
– -$208K -4,795 Closed
5 6 7
8
9

AZZ Hedge Fund Activity: Q3 2023 in Review

180 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q3 2023, worth a combined $1.02B — up 5.3% from $968M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of AZZ and 22 opened new positions — a net loss of 1 holder — while 78 trimmed existing stakes and 46 added.

The largest buyer was Fidelity Investments, adding an estimated $16.3M. The largest seller was Goldman Sachs, cutting an estimated $7.16M.

  • 180 institutional investors held AZZ Inc (AZZ) as of Q3 2023, down from 183 in Q2 2023.
  • Funds reported $1.02B of AZZ Inc stock for Q3 2023, up 5.3% quarter-over-quarter.
  • 22 funds opened new AZZ Inc positions in Q3 2023 and 23 closed out, a net change of -1 holder.
  • The largest AZZ Inc buyer in Q3 2023 was Fidelity Investments, an estimated $16.3M added.
  • The largest AZZ Inc seller in Q3 2023 was Goldman Sachs, an estimated $7.16M sold.

Based on aggregated 13F filings for Q3 2023.