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171 hedge funds and large institutions have $934M invested in AZZ Inc in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 45 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 45

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

2% more funds holding

Funds holding: 167171 (+4)

4% more call options, than puts

Call options by funds: $287K | Put options by funds: $277K

1.22% less ownership

Funds ownership: 89.33%88.11% (-1.2%)

13% less capital invested

Capital invested by funds: $1.07B → $934M (-$140M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
171
Holders Change
+4
Holders Change %
+2.4%
% of All Funds
3.75%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
66
Reduced
45
Closed
15
Calls
$287K
Puts
$277K
Net Calls
+$10K
Net Calls Change
-$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$169M +$3.12M +71,315 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$119M +$3.89M +88,927 +3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$83.4M +$1.26M +28,803 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$51.8M +$272K +6,220 +0.5%
State Street
5
State Street
Massachusetts
$33.1M +$353K +8,070 +1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$30.1M -$1.06M -24,287 -3%
N
7
Nuveen
North Carolina
$25.7M +$5.44M +124,579 +27%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$24.3M -$44.1M -1,008,220 -64%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$22.8M -$382K -8,740 -2%
Victory Capital Management
10
Victory Capital Management
Texas
$22.1M +$3.01M +68,784 +16%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$20M +$3.77M +86,240 +23%
Northern Trust
12
Northern Trust
Illinois
$16.4M +$432K +9,878 +3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$15.9M -$429K -9,806 -3%
Norges Bank
14
Norges Bank
Norway
$15.1M -$1.15M -26,414 -7%
ACB
15
Aristotle Capital Boston
Massachusetts
$15M +$1.97M +45,079 +15%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$14.5M +$496K +11,358 +4%
Charles Schwab
17
Charles Schwab
California
$12.5M +$602K +13,780 +5%
SBH
18
Segall Bryant & Hamill
Illinois
$11.9M +$56.2K +1,285 +0.5%
DRZID
19
DePrince Race & Zollo Inc (DRZ)
Florida
$11.8M -$5.06M -115,720 -30%
Renaissance Technologies
20
Renaissance Technologies
New York
$11.7M +$2.72M +62,263 +30%
Citadel Advisors
21
Citadel Advisors
Florida
$11.3M +$8.37M +191,551 +284%
Luther King Capital Management (LKCM)
22
Luther King Capital Management (LKCM)
Texas
$10.4M
Ameriprise
23
Ameriprise
Minnesota
$10M -$616K -14,106 -6%
Principal Financial Group
24
Principal Financial Group
Iowa
$9.2M +$70.7K +1,618 +0.8%
RCM
25
Rutabaga Capital Management
Massachusetts
$7.45M -$2.91M -66,615 -28%

AZZ Hedge Fund Activity: Q3 2019 in Review

171 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q3 2019, worth a combined $934M — down 13% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new AZZ positions and 15 closed out — a net gain of 6 holders — while 66 added to existing stakes and 45 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $8.37M. The largest seller was Neuberger Berman Group, cutting an estimated $44.1M.

  • 171 institutional investors held AZZ Inc (AZZ) as of Q3 2019, up from 167 in Q2 2019.
  • Funds reported $934M of AZZ Inc stock for Q3 2019, down 13% quarter-over-quarter.
  • 21 funds opened new AZZ Inc positions in Q3 2019 and 15 closed out, a net change of +6 holders.
  • The largest AZZ Inc buyer in Q3 2019 was Citadel Advisors, an estimated $8.37M added.
  • The largest AZZ Inc seller in Q3 2019 was Neuberger Berman Group, an estimated $44.1M sold.

Based on aggregated 13F filings for Q3 2019.