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182 hedge funds and large institutions have $1.31B invested in AZZ Inc in 2016 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 74 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $422K

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

21% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 61

7% more capital invested

Capital invested by funds: $1.23B → $1.31B (+$87.2M)

2% more funds holding

Funds holding: 178182 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.01% less ownership

Funds ownership: 85.1%85.1% (-0.01%)

Holders
182
Holders Change
+4
Holders Change %
+2.25%
% of All Funds
4.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
74
Reduced
61
Closed
12
Calls
$1.11M
Puts
$422K
Net Calls
+$692K
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$132M -$87.2K -1,524 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$120M +$4.52M +78,992 +4%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$107M +$2.12M +37,110 +2%
BFA
4
BlackRock Fund Advisors
California
$98.1M +$2.57M +44,844 +3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$74.4M -$2.74M -47,901 -4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$59.2M -$3.92M -68,498 -6%
VBA
7
Van Berkom & Associates
Quebec, Canada
$51.2M -$1.59M -27,832 -3%
BIT
8
BlackRock Institutional Trust
California
$40M +$1.74M +30,471 +5%
GT
9
Glenmede Trust
Pennsylvania
$30.9M -$1.25M -21,873 -4%
Victory Capital Management
10
Victory Capital Management
Texas
$30.7M +$78K +1,363 +0.3%
State Street
11
State Street
Massachusetts
$30.6M -$163K -2,856 -0.6%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$27.8M +$817K +14,282 +3%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$21.3M +$42.9K +750 +0.2%
Northern Trust
14
Northern Trust
Illinois
$21.1M +$51K +891 +0.3%
Luther King Capital Management (LKCM)
15
Luther King Capital Management (LKCM)
Texas
$20M -$143K -2,500 -0.7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$19.6M -$602K -10,527 -3%
SBH
17
Segall Bryant & Hamill
Illinois
$18.6M -$6.19M -108,265 -26%
Norges Bank
18
Norges Bank
Norway
$15.3M +$195K +3,405 +1%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$15M +$14.3M +250,710 New
Fiera Capital (Canada)
20
Fiera Capital (Canada)
Quebec, Canada
$14.7M +$14.1M +245,723 New
MOACM
21
Mutual of America Capital Management
New York
$14.7M +$296K +5,174 +2%
SCM
22
Snyder Capital Management
California
$13.4M -$17.6K -308 -0.1%
Deutsche Bank
23
Deutsche Bank
Germany
$12.7M +$1.48M +25,808 +14%
Ameriprise
24
Ameriprise
Minnesota
$12.6M -$1.56M -27,249 -11%
Principal Financial Group
25
Principal Financial Group
Iowa
$11.3M +$318K +5,566 +3%

AZZ Hedge Fund Activity: Q2 2016 in Review

182 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q2 2016, worth a combined $1.31B — up 7.1% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new AZZ positions and 12 closed out — a net gain of 7 holders — while 74 added to existing stakes and 61 trimmed.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $14.3M. The largest seller was Artisan Partners, exiting entirely with an estimated $11.9M sold.

  • 182 institutional investors held AZZ Inc (AZZ) as of Q2 2016, up from 178 in Q1 2016.
  • Funds reported $1.31B of AZZ Inc stock for Q2 2016, up 7.1% quarter-over-quarter.
  • 19 funds opened new AZZ Inc positions in Q2 2016 and 12 closed out, a net change of +7 holders.
  • The largest AZZ Inc buyer in Q2 2016 was Neuberger Berman Group, an estimated $14.3M added.
  • The largest AZZ Inc seller in Q2 2016 was Artisan Partners, an estimated $11.9M sold.

Based on aggregated 13F filings for Q2 2016.