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172 hedge funds and large institutions have $1.23B invested in AZZ Inc in 2015 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 56 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

20% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 56

12% more capital invested

Capital invested by funds: $1.1B → $1.23B (+$132M)

8% more funds holding

Funds holding: 160172 (+12)

1% more call options, than puts

Call options by funds: $781K | Put options by funds: $770K

1.91% less ownership

Funds ownership: 88.01%86.1% (-1.9%)

Holders
172
Holders Change
+12
Holders Change %
+7.5%
% of All Funds
4.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
67
Reduced
56
Closed
12
Calls
$781K
Puts
$770K
Net Calls
+$11K
Net Calls Change
+$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$125M -$17.3M -309,523 -12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$104M +$1.96M +35,223 +2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$91.6M +$4.74M +85,010 +5%
BFA
4
BlackRock Fund Advisors
California
$89.8M +$4.56M +81,738 +5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$71.7M -$1.8M -32,253 -2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$61.2M +$2.57M +46,090 +4%
VBA
7
Van Berkom & Associates
Quebec, Canada
$46.7M -$2.93M -52,460 -6%
BIT
8
BlackRock Institutional Trust
California
$35.8M +$582K +10,427 +2%
Victory Capital Management
9
Victory Capital Management
Texas
$33.5M +$1.71M +30,590 +5%
GT
10
Glenmede Trust
Pennsylvania
$28.8M +$850K +15,244 +3%
State Street
11
State Street
Massachusetts
$28.1M +$384K +6,892 +1%
SBH
12
Segall Bryant & Hamill
Illinois
$28M -$8.22M -147,418 -23%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$25.2M -$107K -1,923 -0.4%
Luther King Capital Management (LKCM)
14
Luther King Capital Management (LKCM)
Texas
$19.3M
Northern Trust
15
Northern Trust
Illinois
$19.2M +$363K +6,499 +2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$17.5M -$655K -11,735 -4%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$17.4M +$884K +15,850 +5%
Artisan Partners
18
Artisan Partners
Wisconsin
$15.9M -$3.09M -55,403 -16%
Ameriprise
19
Ameriprise
Minnesota
$15.4M -$5.03M -90,232 -25%
Norges Bank
20
Norges Bank
Norway
$14M
First Manhattan
21
First Manhattan
New York
$13.6M -$181K -3,252 -1%
SCM
22
Snyder Capital Management
California
$13.5M -$2.45M -43,887 -15%
MOACM
23
Mutual of America Capital Management
New York
$13.3M +$685K +12,285 +5%
ACM
24
Apex Capital Management
Ohio
$11.8M +$969K +17,376 +9%
RA
25
Royce & Associates
New York
$10.9M -$1.51M -27,000 -12%

AZZ Hedge Fund Activity: Q4 2015 in Review

172 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q4 2015, worth a combined $1.23B — up 12% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new AZZ positions and 12 closed out — a net gain of 13 holders — while 67 added to existing stakes and 56 trimmed.

The largest buyer was Hancock Whitney, opening a new position worth an estimated $8.7M. The largest seller was Fidelity Investments, cutting an estimated $17.3M.

  • 172 institutional investors held AZZ Inc (AZZ) as of Q4 2015, up from 160 in Q3 2015.
  • Funds reported $1.23B of AZZ Inc stock for Q4 2015, up 12% quarter-over-quarter.
  • 25 funds opened new AZZ Inc positions in Q4 2015 and 12 closed out, a net change of +13 holders.
  • The largest AZZ Inc buyer in Q4 2015 was Hancock Whitney, an estimated $8.7M added.
  • The largest AZZ Inc seller in Q4 2015 was Fidelity Investments, an estimated $17.3M sold.

Based on aggregated 13F filings for Q4 2015.