We are live on ! Find out more

171 hedge funds and large institutions have $941M invested in AZZ Inc in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $1.29M | Put options by funds: $533K

21% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 52

0% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 23

1% less funds holding

Funds holding: 172171 (-1)

1.8% less ownership

Funds ownership: 91.25%89.46% (-1.8%)

22% less capital invested

Capital invested by funds: $1.2B → $941M (-$258M)

Holders
171
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
3.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
63
Reduced
52
Closed
23
Calls
$1.29M
Puts
$533K
Net Calls
+$762K
Net Calls Change
-$607K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$152M +$3.59M +79,431 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$105M +$2.44M +54,015 +2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$74.8M +$4.33M +95,667 +5%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$74.4M -$3.27M -72,416 -4%
VBA
5
Van Berkom & Associates
Quebec, Canada
$56.7M +$2.25M +49,761 +4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$47.5M -$1.31M -28,946 -2%
DRZID
7
DePrince Race & Zollo Inc (DRZ)
Florida
$31.7M -$6.77M -149,669 -16%
State Street
8
State Street
Massachusetts
$28.9M +$49.6K +1,098 +0.2%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$27.2M -$3.84M -84,918 -11%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$21.2M +$2.46M +54,395 +12%
Norges Bank
11
Norges Bank
Norway
$15M
Bank of New York Mellon
12
Bank of New York Mellon
New York
$14.8M -$859K -19,004 -5%
Northern Trust
13
Northern Trust
Illinois
$14.7M -$194K -4,287 -1%
SBH
14
Segall Bryant & Hamill
Illinois
$11.9M +$3.49M +77,148 +35%
RCM
15
Rutabaga Capital Management
Massachusetts
$11.5M -$418K -9,250 -3%
Russell Investments Group
16
Russell Investments Group
United Kingdom
$10.9M -$1.55M -34,297 -11%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$10.9M +$676K +14,955 +6%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$10.5M -$566K -12,516 -5%
Luther King Capital Management (LKCM)
19
Luther King Capital Management (LKCM)
Texas
$9.6M -$181K -4,000 -2%
Ameriprise
20
Ameriprise
Minnesota
$9.49M +$682K +15,079 +7%
Charles Schwab
21
Charles Schwab
California
$9.34M -$49.7K -1,099 -0.5%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$8.97M +$9.23M +204,051 +1,117%
Morgan Stanley
23
Morgan Stanley
New York
$8.54M -$255K -5,645 -3%
Principal Financial Group
24
Principal Financial Group
Iowa
$8.54M +$60.5K +1,338 +0.6%
TCIM
25
TIAA CREF Investment Management
New York
$7.9M +$3.8M +84,118 +75%

AZZ Hedge Fund Activity: Q4 2018 in Review

171 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q4 2018, worth a combined $941M — down 22% from $1.2B a quarter earlier.

Fund positioning in AZZ was balanced in Q4 2018: 23 funds opened new positions, 23 closed out, 63 added to existing stakes and 52 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $9.23M. The largest seller was Victory Capital Management, exiting entirely with an estimated $34.6M sold.

  • 171 institutional investors held AZZ Inc (AZZ) as of Q4 2018, down from 172 in Q3 2018.
  • Funds reported $941M of AZZ Inc stock for Q4 2018, down 22% quarter-over-quarter.
  • 23 funds opened new AZZ Inc positions in Q4 2018 and 23 closed out, a net change of 0 holders.
  • The largest AZZ Inc buyer in Q4 2018 was Thrivent Financial for Lutherans, an estimated $9.23M added.
  • The largest AZZ Inc seller in Q4 2018 was Victory Capital Management, an estimated $34.6M sold.

Based on aggregated 13F filings for Q4 2018.