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AZZ Inc
AZZ

169 hedge funds and large institutions have $1.06B invested in AZZ Inc in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 54 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $3.26M | Put options by funds: $1.34M

20% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 54

18% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 22

14% more capital invested

Capital invested by funds: $934M → $1.06B (+$128M)

0.34% more ownership

Funds ownership: 88.11% → 88.45% (+0.34%)

1% less funds holding

Funds holding: 171 → 169 (-2)

Holders
169
Holders Change
-2
Holders Change %
-1.17%
% of All Funds
3.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
65
Reduced
54
Closed
22
Calls
$3.26M
Puts
$1.34M
Net Calls
+$1.93M
Net Calls Change
+$1.92M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$10.2M
2
BlackRock
BlackRock
New York
+$7.37M
3
Marshall Wace
Marshall Wace
United Kingdom
+$7.1M
4
Millennium Management
Millennium Management
New York
+$5.7M
5
Truist Financial
Truist Financial
North Carolina
+$3.85M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$24.3M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$11.8M
3
Renaissance Technologies
Renaissance Technologies
New York
-$7.97M
4
American Century Companies
American Century Companies
Missouri
-$6.99M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$5.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$186M +$7.37M +180,309 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$127M +$1.57M +38,390 +1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$91.5M +$3.18M +77,961 +4%
VBA
4
Van Berkom & Associates
Quebec, Canada
$73.2M +$118K +2,889 +0.2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$54.8M +$171K +4,187 +0.4%
State Street
6
State Street
Massachusetts
$37.1M +$1.93M +47,259 +6%
Victory Capital Management
7
Victory Capital Management
Texas
$34.8M +$10.2M +250,601 +49%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$29.9M -$1.7M -41,513 -6%
N
9
Nuveen
North Carolina
$23.9M -$2.86M -69,957 -12%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$23.3M -$706K -17,294 -3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$18M +$2.4M +58,629 +18%
Northern Trust
12
Northern Trust
Illinois
$17.2M -$138K -3,385 -0.9%
Norges Bank
13
Norges Bank
Norway
$16.3M +$351K +8,598 +2%
ACB
14
Aristotle Capital Boston
Massachusetts
$16.1M +$240K +5,885 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$16M -$739K -18,079 -5%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$15.4M -$5.05M -123,685 -27%
Charles Schwab
17
Charles Schwab
California
$13.2M +$72.7K +1,780 +0.6%
SBH
18
Segall Bryant & Hamill
Illinois
$13.1M +$493K +12,080 +4%
Ameriprise
19
Ameriprise
Minnesota
$11.4M +$711K +17,403 +8%
Luther King Capital Management (LKCM)
20
Luther King Capital Management (LKCM)
Texas
$10.9M – – –
Principal Financial Group
21
Principal Financial Group
Iowa
$10.1M +$318K +7,773 +4%
Marshall Wace
22
Marshall Wace
United Kingdom
$10M +$7.1M +173,716 +387%
Citadel Advisors
23
Citadel Advisors
Florida
$7.83M -$3.62M -88,553 -34%
RCM
24
Rutabaga Capital Management
Massachusetts
$7.15M -$631K -15,449 -9%
Millennium Management
25
Millennium Management
New York
$6.89M +$5.7M +139,534 +1,339%
1
2 3 4 5

AZZ Hedge Fund Activity: Q4 2019 in Review

169 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q4 2019, worth a combined $1.06B — up 14% from $934M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new AZZ positions and 22 closed out — a net gain of 4 holders — while 65 added to existing stakes and 54 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $10.2M. The largest seller was Neuberger Berman Group, exiting entirely with an estimated $24.3M sold.

  • 169 institutional investors held AZZ Inc (AZZ) as of Q4 2019, down from 171 in Q3 2019.
  • Funds reported $1.06B of AZZ Inc stock for Q4 2019, up 14% quarter-over-quarter.
  • 26 funds opened new AZZ Inc positions in Q4 2019 and 22 closed out, a net change of +4 holders.
  • The largest AZZ Inc buyer in Q4 2019 was Victory Capital Management, an estimated $10.2M added.
  • The largest AZZ Inc seller in Q4 2019 was Neuberger Berman Group, an estimated $24.3M sold.

Based on aggregated 13F filings for Q4 2019.