We are live on ! Find out more

156 hedge funds and large institutions have $1.23B invested in AZZ Inc in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 61 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 48

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

9% more capital invested

Capital invested by funds: $1.13B → $1.23B (+$97.6M)

3.28% more ownership

Funds ownership: 89.31%92.59% (+3.3%)

2% more funds holding

Funds holding: 153156 (+3)

6% less call options, than puts

Call options by funds: $756K | Put options by funds: $802K

Holders
156
Holders Change
+3
Holders Change %
+1.96%
% of All Funds
3.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
61
Reduced
48
Closed
16
Calls
$756K
Puts
$802K
Net Calls
-$46K
Net Calls Change
-$952K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$166M +$4.06M +85,790 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$125M +$3.81M +80,420 +3%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$105M +$62.9K +1,330 +0.1%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$97.8M -$1.8M -38,023 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$95.6M -$111K -2,340 -0.1%
VBA
6
Van Berkom & Associates
Quebec, Canada
$64.3M +$11.2M +235,854 +23%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$53.3M +$699K +14,784 +1%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$45M +$15.2K +321 +0%
Victory Capital Management
9
Victory Capital Management
Texas
$43.3M -$134K -2,840 -0.3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$40.8M -$3.24M -68,570 -8%
State Street
11
State Street
Massachusetts
$33.1M +$910K +19,232 +3%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$32M +$6.43M +135,857 +28%
Northern Trust
13
Northern Trust
Illinois
$18.3M -$408K -8,622 -2%
American Century Companies
14
American Century Companies
Missouri
$18.3M +$353K +7,456 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$18.1M +$436K +9,222 +3%
Norges Bank
16
Norges Bank
Norway
$16.1M -$2.22M -46,889 -13%
SBH
17
Segall Bryant & Hamill
Illinois
$15.6M +$6.07M +128,269 +72%
RCM
18
Rutabaga Capital Management
Massachusetts
$13.1M +$12.2M +257,182 New
Luther King Capital Management (LKCM)
19
Luther King Capital Management (LKCM)
Texas
$12.2M
Geode Capital Management
20
Geode Capital Management
Massachusetts
$10.9M +$83.2K +1,758 +0.8%
Ameriprise
21
Ameriprise
Minnesota
$10.8M +$1.77M +37,341 +22%
SCM
22
Snyder Capital Management
California
$10.5M -$710K -15,014 -7%
Principal Financial Group
23
Principal Financial Group
Iowa
$9.93M -$83.2K -1,759 -0.9%
Charles Schwab
24
Charles Schwab
California
$9.38M +$682K +14,423 +9%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$7.29M +$6.75M +142,590 New