AZZ Inc
186 hedge funds and large institutions have $854M invested in AZZ Inc in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 58 reducing their positions, and 22 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 58
5% more capital invested
Capital invested by funds: $812M → $854M (+$42M)
0% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 22
0.22% less ownership
Funds ownership: 89.79% → 89.57% (-0.22%)
2% less funds holding
Funds holding: 189 → 186 (-3)
29% less call options, than puts
Call options by funds: $1.25M | Put options by funds: $1.77M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$9.74M |
| 2 |
HP
Harvey Partners
Tarrytown,
New York
|
+$6.23M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$3.93M |
| 4 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$3.41M |
| 5 |
HCM
Hodges Capital Management
Dallas,
Texas
|
+$2.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$6.1M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$5.89M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$4.21M |
| 4 |
Renaissance Technologies
New York
|
-$4.12M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$3.19M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MAM
201
Meeder Asset Management
Dublin,
Ohio
| – | -$48K | -1,317 | Closed |
|
202
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$24K | -660 | Closed |
|
|
CAC
203
Core Alternative Capital
Peachtree Corners,
Georgia
| – | -$8K | -206 | Closed |
|
|
BWA
204
BDO Wealth Advisors
Jacksonville,
Florida
| – | -$4K | -123 | Closed |
|
205
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$4K | -114 | Closed |
|
|
MPWT
206
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$550 | -14 | -56% |
|
|
ACM
207
Absolute Capital Management
Pittsburgh,
Pennsylvania
| – | -$259 | -7 | Closed |
|
AZZ Hedge Fund Activity: Q4 2022 in Review
186 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q4 2022, worth a combined $854M — up 5.2% from $812M a quarter earlier.
Fund positioning in AZZ was balanced in Q4 2022: 22 funds opened new positions, 22 closed out, 80 added to existing stakes and 58 trimmed.
The largest buyer was BlackRock, adding an estimated $9.74M. The largest seller was Millennium Management, cutting an estimated $6.1M.
- 186 institutional investors held AZZ Inc (AZZ) as of Q4 2022, down from 189 in Q3 2022.
- Funds reported $854M of AZZ Inc stock for Q4 2022, up 5.2% quarter-over-quarter.
- 22 funds opened new AZZ Inc positions in Q4 2022 and 22 closed out, a net change of 0 holders.
- The largest AZZ Inc buyer in Q4 2022 was BlackRock, an estimated $9.74M added.
- The largest AZZ Inc seller in Q4 2022 was Millennium Management, an estimated $6.1M sold.
Based on aggregated 13F filings for Q4 2022.