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255 hedge funds and large institutions have $2.28B invested in AZZ Inc in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 83 increasing their positions, 90 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $2.12M | Put options by funds: $1.35M

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

7% more capital invested

Capital invested by funds: $2.13B → $2.28B (+$147M)

1% more funds holding

Funds holding: 253255 (+2)

0.19% less ownership

Funds ownership: 92.67%92.48% (-0.19%)

8% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 90

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
255
Holders Change
+2
Holders Change %
+0.79%
% of All Funds
3.66%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
35
Increased
83
Reduced
90
Closed
31
Calls
$2.12M
Puts
$1.35M
Net Calls
+$768K
Net Calls Change
+$714K
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
201
KBC Group
Belgium
$68K
NA
202
NewEdge Advisors
Louisiana
$66.2K
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$57K +$18.6K +235 +51%
CFM
204
Catalyst Funds Management
Australia
$49.6K +$47.4K +600 New
QCG
205
Quadrant Capital Group
Ohio
$45.4K
Russell Investments Group
206
Russell Investments Group
United Kingdom
$34.6K -$87.7K -1,109 -73%
FFA
207
Farther Finance Advisors
California
$32.1K +$30K +379 +3,790%
US Bancorp
208
US Bancorp
Minnesota
$27.5K -$112K -1,416 -81%
PA
209
Parallel Advisors
California
$24.8K
WT
210
Whittier Trust
California
$24.8K
VCM
211
Versant Capital Management
Arizona
$24.7K
WI
212
Wintrust Investments
Illinois
$23K +$22.1K +279 New
Truist Financial
213
Truist Financial
North Carolina
$18.3K -$1.14M -14,388 -98%
CIA
214
Cape Investment Advisory
Georgia
$17.2K -$1.11K -14 -6%
BWL
215
Bogart Wealth LLC
Virginia
$16.5K
DB
216
Danske Bank
Denmark
$16.5K +$15.8K +200 New
TCG
217
Transcendent Capital Group
Oklahoma
$16.5K +$15.8K +200 New
AAP
218
Arax Advisory Partners
Colorado
$14.6K
CAM
219
ClariVest Asset Management
California
$13.8K
SIC
220
Salem Investment Counselors
North Carolina
$13.6K
SAM
221
Smartleaf Asset Management
Massachusetts
$12.9K +$4.19K +53 +51%
AGWCA
222
Annis Gardner Whiting Capital Advisors
Florida
$12.6K
RA
223
Rise Advisors
New York
$12.5K +$79 +1 +0.7%
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$12K +$3.08K +39 +37%
WWP
225
WR Wealth Planners
Missouri
$10.5K

AZZ Hedge Fund Activity: Q3 2024 in Review

255 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q3 2024, worth a combined $2.28B — up 6.9% from $2.13B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new AZZ positions and 31 closed out — a net gain of 4 holders — while 83 added to existing stakes and 90 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $58.5M. The largest seller was Ameriprise, cutting an estimated $23.1M.

  • 255 institutional investors held AZZ Inc (AZZ) as of Q3 2024, up from 253 in Q2 2024.
  • Funds reported $2.28B of AZZ Inc stock for Q3 2024, up 6.9% quarter-over-quarter.
  • 35 funds opened new AZZ Inc positions in Q3 2024 and 31 closed out, a net change of +4 holders.
  • The largest AZZ Inc buyer in Q3 2024 was Wellington Management Group, an estimated $58.5M added.
  • The largest AZZ Inc seller in Q3 2024 was Ameriprise, an estimated $23.1M sold.

Based on aggregated 13F filings for Q3 2024.