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167 hedge funds and large institutions have $1.07B invested in AZZ Inc in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

568% more call options, than puts

Call options by funds: $1.57M | Put options by funds: $235K

21% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 52

13% more capital invested

Capital invested by funds: $948M → $1.07B (+$126M)

0.56% more ownership

Funds ownership: 88.77%89.33% (+0.56%)

6% less funds holding

Funds holding: 177167 (-10)

30% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 23

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
167
Holders Change
-10
Holders Change %
-5.65%
% of All Funds
3.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
63
Reduced
52
Closed
23
Calls
$1.57M
Puts
$235K
Net Calls
+$1.33M
Net Calls Change
-$1.65M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$175M +$724K +16,176 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$121M -$440K -9,839 -0.4%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$86.8M -$29.8K -666 -0%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$72.1M -$10.4M -231,701 -13%
VBA
5
Van Berkom & Associates
Quebec, Canada
$65M +$1.12M +25,018 +2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$54.4M -$40.1K -895 -0.1%
State Street
7
State Street
Massachusetts
$34.6M +$892K +19,929 +3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$33M -$12.8K -285 -0%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$24.5M +$240K +5,371 +1%
N
10
Nuveen
North Carolina
$21.4M +$20.9M +466,033 New
Victory Capital Management
11
Victory Capital Management
Texas
$20.2M +$19.3M +430,944 +5,419%
DRZID
12
DePrince Race & Zollo Inc (DRZ)
Florida
$17.8M -$8.44M -188,582 -33%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$17.3M +$519K +11,601 +3%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$17.1M +$3.91M +87,323 +31%
Norges Bank
15
Norges Bank
Norway
$17.1M
Northern Trust
16
Northern Trust
Illinois
$16.9M +$198K +4,431 +1%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$14.8M +$1.16M +25,992 +9%
ACB
18
Aristotle Capital Boston
Massachusetts
$13.8M +$314K +7,011 +2%
Charles Schwab
19
Charles Schwab
California
$12.5M +$1.19M +26,638 +11%
SBH
20
Segall Bryant & Hamill
Illinois
$12.5M -$1.27M -28,368 -9%
Assenagon Asset Management
21
Assenagon Asset Management
Luxembourg
$12.1M +$9.43M +210,741 +403%
Ameriprise
22
Ameriprise
Minnesota
$11.2M -$193K -4,301 -2%
Luther King Capital Management (LKCM)
23
Luther King Capital Management (LKCM)
Texas
$10.9M
RCM
24
Rutabaga Capital Management
Massachusetts
$10.9M -$2.98M -66,566 -22%
Principal Financial Group
25
Principal Financial Group
Iowa
$9.64M -$2.46K -55 -0%

AZZ Hedge Fund Activity: Q2 2019 in Review

167 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q2 2019, worth a combined $1.07B — up 13% from $948M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of AZZ and 16 opened new positions — a net loss of 7 holders — while 52 trimmed existing stakes and 63 added.

The largest buyer was Nuveen, opening a new position worth an estimated $20.9M. The largest seller was Neuberger Berman Group, cutting an estimated $10.4M.

  • 167 institutional investors held AZZ Inc (AZZ) as of Q2 2019, down from 177 in Q1 2019.
  • Funds reported $1.07B of AZZ Inc stock for Q2 2019, up 13% quarter-over-quarter.
  • 16 funds opened new AZZ Inc positions in Q2 2019 and 23 closed out, a net change of -7 holders.
  • The largest AZZ Inc buyer in Q2 2019 was Nuveen, an estimated $20.9M added.
  • The largest AZZ Inc seller in Q2 2019 was Neuberger Berman Group, an estimated $10.4M sold.

Based on aggregated 13F filings for Q2 2019.