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160 hedge funds and large institutions have $1.26B invested in AZZ Inc in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 62 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 50

21% more call options, than puts

Call options by funds: $1.58M | Put options by funds: $1.3M

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

1% more funds holding

Funds holding: 159160 (+1)

1.09% less ownership

Funds ownership: 87.61%86.52% (-1.1%)

7% less capital invested

Capital invested by funds: $1.35B → $1.26B (-$96.6M)

Holders
160
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
3.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
62
Reduced
50
Closed
13
Calls
$1.58M
Puts
$1.3M
Net Calls
+$279K
Net Calls Change
-$394K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$172M -$1M -17,675 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$129M +$1.15M +20,239 +0.9%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$107M +$4.03K +71 +0%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$106M -$7.8M -137,364 -7%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$103M +$7.71M +135,744 +8%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$56.2M +$2.59M +45,612 +5%
VBA
7
Van Berkom & Associates
Quebec, Canada
$54.2M +$3.91M +68,910 +8%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$49.1M +$62.5K +1,100 +0.1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$48.4M -$3.14M -55,298 -6%
Victory Capital Management
10
Victory Capital Management
Texas
$45.8M +$924K +16,268 +2%
State Street
11
State Street
Massachusetts
$35.1M +$1.47M +25,832 +4%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$26.3M +$480K +8,452 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$20.8M -$534K -9,401 -2%
Northern Trust
14
Northern Trust
Illinois
$20.2M +$516K +9,093 +3%
Norges Bank
15
Norges Bank
Norway
$19.3M +$2.35M +41,416 +14%
Luther King Capital Management (LKCM)
16
Luther King Capital Management (LKCM)
Texas
$13.3M
SCM
17
Snyder Capital Management
California
$12.2M +$35.4K +623 +0.3%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$11.6M +$258K +4,545 +2%
Principal Financial Group
19
Principal Financial Group
Iowa
$11.3M -$455K -8,003 -4%
SBH
20
Segall Bryant & Hamill
Illinois
$9.74M -$8.35M -146,938 -46%
Ameriprise
21
Ameriprise
Minnesota
$9.56M -$1.41M -24,785 -13%
Charles Schwab
22
Charles Schwab
California
$8.65M +$572K +10,077 +7%
EVM
23
Eaton Vance Management
Massachusetts
$7.76M -$119K -2,096 -1%
EAM
24
EULAV Asset Management
Florida
$7.39M -$648K -11,400 -8%
First Manhattan
25
First Manhattan
New York
$6.88M -$563K -9,915 -7%

AZZ Hedge Fund Activity: Q2 2017 in Review

160 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q2 2017, worth a combined $1.26B — down 7.1% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new AZZ positions and 13 closed out — a net gain of 2 holders — while 62 added to existing stakes and 50 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $7.71M. The largest seller was Segall Bryant & Hamill, cutting an estimated $8.35M.

  • 160 institutional investors held AZZ Inc (AZZ) as of Q2 2017, up from 159 in Q1 2017.
  • Funds reported $1.26B of AZZ Inc stock for Q2 2017, down 7.1% quarter-over-quarter.
  • 15 funds opened new AZZ Inc positions in Q2 2017 and 13 closed out, a net change of +2 holders.
  • The largest AZZ Inc buyer in Q2 2017 was Neuberger Berman Group, an estimated $7.71M added.
  • The largest AZZ Inc seller in Q2 2017 was Segall Bryant & Hamill, an estimated $8.35M sold.

Based on aggregated 13F filings for Q2 2017.