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170 hedge funds and large institutions have $1.06B invested in AZZ Inc in 2013 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more capital invested

Capital invested by funds: $884M → $1.06B (+$181M)

2.72% more ownership

Funds ownership: 83.23%85.95% (+2.7%)

1% less funds holding

Funds holding: 171170 (-1)

2% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 63

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

25% less call options, than puts

Call options by funds: $585K | Put options by funds: $777K

Holders
170
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
4.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
17
Increased
62
Reduced
63
Closed
18
Calls
$585K
Puts
$777K
Net Calls
-$192K
Net Calls Change
+$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$106M +$6.38M +140,608 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$78.1M +$2.29M +50,375 +3%
BFA
3
BlackRock Fund Advisors
California
$67.8M +$1.49M +32,829 +2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$67.3M +$6.17M +136,020 +11%
Allianz Asset Management
5
Allianz Asset Management
Germany
$53.6M +$4.2M +92,431 +9%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$51.5M +$3.09M +68,124 +7%
BIT
7
BlackRock Institutional Trust
California
$33.4M -$14.4K -318 -0%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$32.5M +$4.63K +102 +0%
VBA
9
Van Berkom & Associates
Quebec, Canada
$28.1M +$11.6M +255,065 +80%
Artisan Partners
10
Artisan Partners
Wisconsin
$26.2M +$8.38M +184,536 +52%
State Street
11
State Street
Massachusetts
$24.3M -$175K -3,857 -0.8%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$22M -$124K -2,736 -0.6%
Northern Trust
13
Northern Trust
Illinois
$20.7M +$109K +2,401 +0.6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$19.5M -$203K -4,480 -1%
EBIM
15
Eagle Boston Investment Management
Massachusetts
$19.1M +$6.18M +136,164 +53%
MAA
16
Managed Account Advisors
New Jersey
$16.4M -$1.14M -25,022 -7%
RA
17
Royce & Associates
New York
$15.6M +$182K +4,000 +1%
Luther King Capital Management (LKCM)
18
Luther King Capital Management (LKCM)
Texas
$15M -$13.6K -300 -0.1%
First Manhattan
19
First Manhattan
New York
$14.9M -$121K -2,665 -0.9%
SCM
20
Snyder Capital Management
California
$13.8M +$2.3M +50,615 +22%
GT
21
Glenmede Trust
Pennsylvania
$13M +$2.26M +49,810 +23%
GC
22
Guggenheim Capital
Illinois
$12.4M -$128K -2,822 -1%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$12.2M +$102K +2,240 +0.9%
Norges Bank
24
Norges Bank
Norway
$11.9M
KCM
25
Kennedy Capital Management
Missouri
$11.7M -$1.34M -29,612 -11%

AZZ Hedge Fund Activity: Q4 2013 in Review

170 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q4 2013, worth a combined $1.06B — up 20% from $884M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of AZZ and 17 opened new positions — a net loss of 1 holder — while 63 trimmed existing stakes and 62 added.

The largest buyer was Van Berkom & Associates, adding an estimated $11.6M. The largest seller was Putnam Investments, cutting an estimated $5.49M.

  • 170 institutional investors held AZZ Inc (AZZ) as of Q4 2013, down from 171 in Q3 2013.
  • Funds reported $1.06B of AZZ Inc stock for Q4 2013, up 20% quarter-over-quarter.
  • 17 funds opened new AZZ Inc positions in Q4 2013 and 18 closed out, a net change of -1 holder.
  • The largest AZZ Inc buyer in Q4 2013 was Van Berkom & Associates, an estimated $11.6M added.
  • The largest AZZ Inc seller in Q4 2013 was Putnam Investments, an estimated $5.49M sold.

Based on aggregated 13F filings for Q4 2013.