We are live on ! Find out more
AZZ icon

AZZ Inc
AZZ

161 hedge funds and large institutions have $1.02B invested in AZZ Inc in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

3% more funds holding

Funds holding: 157 → 161 (+4)

3% more capital invested

Capital invested by funds: $995M → $1.02B (+$25.9M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.97% less ownership

Funds ownership: 87.59% → 86.62% (-0.97%)

14% less call options, than puts

Call options by funds: $742K | Put options by funds: $862K

14% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 64

Holders
161
Holders Change
+4
Holders Change %
+2.55%
% of All Funds
4.63%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
15
Increased
55
Reduced
64
Closed
11
Calls
$742K
Puts
$862K
Net Calls
-$120K
Net Calls Change
-$30K

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$10.7M
2
SO
STRS Ohio
Ohio
+$4.2M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.54M
4
PTC
Philadelphia Trust Company
Pennsylvania
+$3.09M
5
TAM
THB Asset Management
Connecticut
+$2.39M

Top Sellers

1
KCM
Kennedy Capital Management
Missouri
-$7.35M
2
AAM
ACK Asset Management
Connecticut
-$6.7M
3
OC
Oppenheimer & Co
New York
-$5.22M
4
BFA
BlackRock Fund Advisors
California
-$4.21M
5
MPAM
Monarch Partners Asset Management
Massachusetts
-$2.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$109M -$745K -16,900 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$76.1M +$201K +4,549 +0.3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$72.8M -$1.99M -45,208 -3%
BFA
4
BlackRock Fund Advisors
California
$60.2M -$4.21M -95,468 -7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$48.5M -$1.57M -35,558 -3%
VBA
6
Van Berkom & Associates
Quebec, Canada
$40.4M +$92.7K +2,102 +0.2%
Artisan Partners
7
Artisan Partners
Wisconsin
$39.2M -$1.9M -43,130 -5%
Allianz Asset Management
8
Allianz Asset Management
Germany
$38.8M -$2.19M -49,650 -6%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$37.3M +$3.54M +80,259 +11%
BIT
10
BlackRock Institutional Trust
California
$31.6M +$61.5K +1,395 +0.2%
State Street
11
State Street
Massachusetts
$23.2M +$1.54K +35 +0%
Norges Bank
12
Norges Bank
Norway
$22.4M +$10.7M +242,918 +100%
EBIM
13
Eagle Boston Investment Management
Massachusetts
$20.1M -$626K -14,198 -3%
CSC
14
Cove Street Capital
California
$18.2M +$1.92M +43,435 +12%
Northern Trust
15
Northern Trust
Illinois
$16.2M -$1.78M -40,264 -10%
SCM
16
Snyder Capital Management
California
$15.3M +$1.11M +25,117 +8%
MAA
17
Managed Account Advisors
New Jersey
$15.1M +$16.5K +375 +0.1%
RA
18
Royce & Associates
New York
$14.4M -$101K -2,300 -0.7%
Luther King Capital Management (LKCM)
19
Luther King Capital Management (LKCM)
Texas
$14.1M – – –
First Manhattan
20
First Manhattan
New York
$14.1M +$48.5K +1,100 +0.4%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$13.1M +$286K +6,481 +2%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$13M +$1.23M +27,904 +11%
GT
23
Glenmede Trust
Pennsylvania
$11.6M +$1.31M +29,808 +13%
GC
24
Guggenheim Capital
Illinois
$10.9M -$221K -5,005 -2%
MOACM
25
Mutual of America Capital Management
New York
$9.55M +$928K +21,049 +11%
1
2 3 4 5

AZZ Hedge Fund Activity: Q2 2014 in Review

161 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q2 2014, worth a combined $1.02B — up 2.6% from $995M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new AZZ positions and 11 closed out — a net gain of 4 holders — while 55 added to existing stakes and 64 trimmed.

The largest buyer was Norges Bank, adding an estimated $10.7M. The largest seller was Kennedy Capital Management, cutting an estimated $7.35M.

  • 161 institutional investors held AZZ Inc (AZZ) as of Q2 2014, up from 157 in Q1 2014.
  • Funds reported $1.02B of AZZ Inc stock for Q2 2014, up 2.6% quarter-over-quarter.
  • 15 funds opened new AZZ Inc positions in Q2 2014 and 11 closed out, a net change of +4 holders.
  • The largest AZZ Inc buyer in Q2 2014 was Norges Bank, an estimated $10.7M added.
  • The largest AZZ Inc seller in Q2 2014 was Kennedy Capital Management, an estimated $7.35M sold.

Based on aggregated 13F filings for Q2 2014.