AZZ Inc
193 hedge funds and large institutions have $1.34B invested in AZZ Inc in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 51 increasing their positions, 74 reducing their positions, and 16 closing their positions.
94% more call options, than puts
Call options by funds: $4.73M | Put options by funds: $2.44M
81% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 16
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
31% more capital invested
Capital invested by funds: $1.02B → $1.34B (+$320M)
7% more funds holding
Funds holding: 180 → 193 (+13)
2.53% more ownership
Funds ownership: 89.43% → 91.96% (+2.5%)
31% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 74
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$18M |
| 2 |
Morgan Stanley
New York
|
+$15.5M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.02M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$5.22M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$2.6M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$9.82M |
| 2 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$7.14M |
| 3 |
SCM
SG Capital Management
Chicago,
Illinois
|
-$2.35M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$1.98M |
| 5 |
Bank of New York Mellon
New York
|
-$1.85M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Squarepoint
New York
| – | -$324K | -7,114 | Closed |
|
202
Jacobs Levy Equity Management
Florham Park,
New Jersey
| – | -$278K | -6,091 | Closed |
|
|
GCIA
203
Gabelli & Co Investment Advisers
Rye,
New York
| – | -$259K | -5,680 | Closed |
|
|
VI
204
Versor Investments
New York
| – | -$218K | -4,775 | Closed |
|
|
GCM
205
Graham Capital Management
Rowayton,
Connecticut
| – | -$205K | -4,487 | Closed |
|
|
CCP
206
Carmel Capital Partners
San Diego,
California
| – | -$21.5K | -471 | Closed |
|
|
FSWA
207
Financial Synergies Wealth Advisors
Houston,
Texas
| – | -$18.9K | -414 | Closed |
|
|
GIA
208
GHP Investment Advisors
Denver,
Colorado
| – | -$9.07K | -193 | Closed |
|
|
BAM
209
Byrne Asset Management
Kingston,
New Jersey
| – | -$3K | -70 | Closed |
|
AZZ Hedge Fund Activity: Q4 2023 in Review
193 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q4 2023, worth a combined $1.34B — up 31% from $1.02B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new AZZ positions and 16 closed out — a net gain of 13 holders — while 51 added to existing stakes and 74 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $18M. The largest seller was Goldman Sachs, cutting an estimated $9.82M.
- 193 institutional investors held AZZ Inc (AZZ) as of Q4 2023, up from 180 in Q3 2023.
- Funds reported $1.34B of AZZ Inc stock for Q4 2023, up 31% quarter-over-quarter.
- 29 funds opened new AZZ Inc positions in Q4 2023 and 16 closed out, a net change of +13 holders.
- The largest AZZ Inc buyer in Q4 2023 was Fidelity Investments, an estimated $18M added.
- The largest AZZ Inc seller in Q4 2023 was Goldman Sachs, an estimated $9.82M sold.
Based on aggregated 13F filings for Q4 2023.