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177 hedge funds and large institutions have $948M invested in AZZ Inc in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 61 increasing their positions, 46 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 46

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

4% more funds holding

Funds holding: 171177 (+6)

1% more capital invested

Capital invested by funds: $941M → $948M (+$7.05M)

0.69% less ownership

Funds ownership: 89.46%88.77% (-0.69%)

Holders
177
Holders Change
+6
Holders Change %
+3.51%
% of All Funds
3.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
29
Increased
61
Reduced
46
Closed
22
Calls
$2.98M
Puts
Net Calls
+$2.98M
Net Calls Change
+$2.22M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$155M +$1.02M +23,037 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$108M +$2.13M +48,196 +2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$77.2M +$1.43M +32,280 +2%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$73.6M -$2.03M -45,811 -2%
VBA
5
Van Berkom & Associates
Quebec, Canada
$56.8M -$769K -17,384 -1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$48.4M +$325K +7,353 +0.6%
State Street
7
State Street
Massachusetts
$30M +$747K +16,871 +2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$29.3M +$1.84M +41,567 +6%
DRZID
9
DePrince Race & Zollo Inc (DRZ)
Florida
$23.6M -$9.3M -210,181 -27%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$21.6M +$75.3K +1,702 +0.3%
Norges Bank
11
Norges Bank
Norway
$15.2M
Bank of New York Mellon
12
Bank of New York Mellon
New York
$14.9M -$140K -3,160 -0.9%
Northern Trust
13
Northern Trust
Illinois
$14.8M -$105K -2,378 -0.7%
RCM
14
Rutabaga Capital Management
Massachusetts
$12.5M +$872K +19,700 +7%
SBH
15
Segall Bryant & Hamill
Illinois
$12.3M +$168K +3,790 +1%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$12.1M +$1.22M +27,461 +10%
ACB
17
Aristotle Capital Boston
Massachusetts
$12M +$7.53M +170,233 +139%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$11.7M +$2.79M +63,009 +28%
Ameriprise
19
Ameriprise
Minnesota
$10.2M +$571K +12,905 +5%
Charles Schwab
20
Charles Schwab
California
$10.1M +$638K +14,425 +6%
TCIM
21
TIAA CREF Investment Management
New York
$9.77M +$1.9M +42,951 +22%
Luther King Capital Management (LKCM)
22
Luther King Capital Management (LKCM)
Texas
$9.73M
Russell Investments Group
23
Russell Investments Group
United Kingdom
$9.24M -$1.93M -43,685 -16%
American Century Companies
24
American Century Companies
Missouri
$8.95M +$3.04M +68,636 +46%
Principal Financial Group
25
Principal Financial Group
Iowa
$8.58M -$82.2K -1,858 -0.9%

AZZ Hedge Fund Activity: Q1 2019 in Review

177 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q1 2019, worth a combined $948M — up 0.75% from $941M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new AZZ positions and 22 closed out — a net gain of 7 holders — while 61 added to existing stakes and 46 trimmed.

The largest buyer was Aristotle Capital Boston, adding an estimated $7.53M. The largest seller was Massachusetts Financial Services, exiting entirely with an estimated $10.5M sold.

  • 177 institutional investors held AZZ Inc (AZZ) as of Q1 2019, up from 171 in Q4 2018.
  • Funds reported $948M of AZZ Inc stock for Q1 2019, up 0.75% quarter-over-quarter.
  • 29 funds opened new AZZ Inc positions in Q1 2019 and 22 closed out, a net change of +7 holders.
  • The largest AZZ Inc buyer in Q1 2019 was Aristotle Capital Boston, an estimated $7.53M added.
  • The largest AZZ Inc seller in Q1 2019 was Massachusetts Financial Services, an estimated $10.5M sold.

Based on aggregated 13F filings for Q1 2019.