AZZ Inc
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$16.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$9.33M |
| 3 |
MVP
Medina Value Partners
Los Angeles,
California
|
+$6.02M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$5.31M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$4.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$7.16M |
| 2 |
BlackRock
New York
|
-$6.64M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.88M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$2.56M |
| 5 |
JP Morgan Chase
New York
|
-$2.37M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
201
AE Wealth Management
Topeka,
Kansas
| – | -$202K | -4,641 | Closed |
|
|
ACM
202
Aquatic Capital Management
Chicago,
Illinois
| – | -$96K | -2,200 | Closed |
|
203
Simplex Trading
Chicago,
Illinois
| – | -$13.8K | -301 | Closed |
|
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.