AZZ Inc
157 hedge funds and large institutions have $999M invested in AZZ Inc in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 59 increasing their positions, 62 reducing their positions, and 25 closing their positions.
1.65% more ownership
Funds ownership: 85.95% → 87.59% (+1.6%)
5% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 62
7% less capital invested
Capital invested by funds: $1.07B → $999M (-$70.7M)
8% less funds holding
Funds holding: 170 → 157 (-13)
20% less call options, than puts
Call options by funds: $1.18M | Put options by funds: $1.48M
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
48% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$15.5M |
| 2 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
+$12.9M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$10.7M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$9.06M |
| 5 |
CSC
Cove Street Capital
El Segundo,
California
|
+$7.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$11.2M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$10.2M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$8.84M |
| 4 |
Bank of New York Mellon
New York
|
-$5.21M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$4.55M |
AZZ Hedge Fund Activity: Q1 2014 in Review
157 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q1 2014, worth a combined $999M — down 6.6% from $1.07B a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of AZZ and 13 opened new positions — a net loss of 12 holders — while 62 trimmed existing stakes and 59 added.
The largest buyer was Artisan Partners, adding an estimated $15.5M. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $11.2M sold.
- 157 institutional investors held AZZ Inc (AZZ) as of Q1 2014, down from 170 in Q4 2013.
- Funds reported $999M of AZZ Inc stock for Q1 2014, down 6.6% quarter-over-quarter.
- 13 funds opened new AZZ Inc positions in Q1 2014 and 25 closed out, a net change of -12 holders.
- The largest AZZ Inc buyer in Q1 2014 was Artisan Partners, an estimated $15.5M added.
- The largest AZZ Inc seller in Q1 2014 was Schroder Investment Management Group, an estimated $11.2M sold.
Based on aggregated 13F filings for Q1 2014.