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AZZ Inc
AZZ

236 hedge funds and large institutions have $2.26B invested in AZZ Inc in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 97 increasing their positions, 61 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $1.41M

59% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 61

0.09% less ownership

Funds ownership: 92.48% → 92.39% (-0.09%)

1% less capital invested

Capital invested by funds: $2.28B → $2.26B (-$15.8M)

7% less funds holding

Funds holding: 255 → 236 (-19)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

36% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 44

Holders
236
Holders Change
-19
Holders Change %
-7.45%
% of All Funds
3.11%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
28
Increased
97
Reduced
61
Closed
44
Calls
$3.19M
Puts
$1.41M
Net Calls
+$1.78M
Net Calls Change
+$1.02M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$12M
2
DCM
Driehaus Capital Management
Illinois
+$11M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$10.5M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$8M
5
IECM
Intrinsic Edge Capital Management
Illinois
+$7.75M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$22.6M
2
Norges Bank
Norges Bank
Norway
-$13M
3
ZP
Zimmer Partners
New York
-$10.3M
4
SBH
Segall Bryant & Hamill
Illinois
-$7.62M
5
WHG
Westwood Holdings Group
Texas
-$6.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
201
Cape Investment Advisory
Georgia
$17.1K – – –
BWL
202
Bogart Wealth LLC
Virginia
$16.4K – – –
S
203
SignatureFD
Georgia
$15.6K +$14.8K +175 +1,167%
AAP
204
Arax Advisory Partners
Colorado
$14.5K – – –
SIC
205
Salem Investment Counselors
North Carolina
$13.5K – – –
AGWCA
206
Annis Gardner Whiting Capital Advisors
Florida
$12.5K – – –
RA
207
Rise Advisors
New York
$12.5K – – –
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$11.9K – – –
GI
209
GAMMA Investing
California
$11.2K +$5.93K +70 +104%
WWP
210
WR Wealth Planners
Missouri
$10.4K – – –
FHA
211
First Horizon Advisors
Tennessee
$10.2K +$10.5K +124 New
HFS
212
Hantz Financial Services
Michigan
$9K – – –
HNB
213
Huntington National Bank
Ohio
$8.68K -$339 -4 -4%
CTC
214
Central Trust Company
Missouri
$8.19K – – –
Jones Financial Companies
215
Jones Financial Companies
Missouri
$8.11K +$5.76K +68 +219%
Bessemer Group
216
Bessemer Group
New Jersey
$8K +$2.96K +35 +52%
CIAM
217
Caitong International Asset Management
Hong Kong
$6.55K +$6.77K +80 New
Mitsubishi UFJ Asset Management
218
Mitsubishi UFJ Asset Management
Japan
$6.14K – – –
UB
219
UMB Bank
Missouri
$5.98K – – –
EWA
220
EverSource Wealth Advisors
Alabama
$4.75K +$1.1K +13 +29%
RIL
221
Rothschild Investment LLC
Illinois
$2.87K – – –
C
222
Covestor
United Kingdom
$2K +$339 +4 +29%
EWM
223
Evermay Wealth Management
Virginia
$1.73K – – –
FMII
224
Farmers & Merchants Investments Inc
Nebraska
$1.39K – – –
VHAM
225
Van Hulzen Asset Management
California
$1.39K +$1.44K +17 New
7 8
9
10 11

AZZ Hedge Fund Activity: Q4 2024 in Review

236 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q4 2024, worth a combined $2.26B — down 0.69% from $2.28B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of AZZ and 28 opened new positions — a net loss of 16 holders — while 61 trimmed existing stakes and 97 added.

The largest buyer was Wellington Management Group, adding an estimated $12M. The largest seller was Fidelity Investments, cutting an estimated $22.6M.

  • 236 institutional investors held AZZ Inc (AZZ) as of Q4 2024, down from 255 in Q3 2024.
  • Funds reported $2.26B of AZZ Inc stock for Q4 2024, down 0.69% quarter-over-quarter.
  • 28 funds opened new AZZ Inc positions in Q4 2024 and 44 closed out, a net change of -16 holders.
  • The largest AZZ Inc buyer in Q4 2024 was Wellington Management Group, an estimated $12M added.
  • The largest AZZ Inc seller in Q4 2024 was Fidelity Investments, an estimated $22.6M sold.

Based on aggregated 13F filings for Q4 2024.