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178 hedge funds and large institutions have $802M invested in AZZ Inc in 2020 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 62 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $840K | Put options by funds: $377K

106% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 18

20% more capital invested

Capital invested by funds: $669M → $802M (+$132M)

15% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 54

12% more funds holding

Funds holding: 159178 (+19)

1.39% less ownership

Funds ownership: 90.7%89.31% (-1.4%)

Holders
178
Holders Change
+19
Holders Change %
+11.95%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
62
Reduced
54
Closed
18
Calls
$840K
Puts
$377K
Net Calls
+$463K
Net Calls Change
-$432K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$140M -$68.1K -2,226 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$93.2M -$2.19M -71,757 -3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$67.8M -$414K -13,555 -0.7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$43.6M +$2.49M +81,438 +7%
State Street
5
State Street
Massachusetts
$29.1M -$302K -9,891 -1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$25.7M +$2.99M +97,683 +15%
Victory Capital Management
7
Victory Capital Management
Texas
$21.1M -$24M -786,219 -56%
N
8
Nuveen
North Carolina
$20.3M -$1.2M -39,360 -6%
ACB
9
Aristotle Capital Boston
Massachusetts
$17.9M +$2.79M +91,337 +21%
Northern Trust
10
Northern Trust
Illinois
$16M +$2.83M +92,506 +25%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$14.2M -$305K -9,965 -2%
Ameriprise
12
Ameriprise
Minnesota
$13.7M +$3.09M +101,028 +34%
GI
13
GAMCO Investors
Connecticut
$13.4M +$4.79M +156,497 +67%
Charles Schwab
14
Charles Schwab
California
$12.9M +$2.09M +68,311 +22%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$12.5M -$34.6K -1,132 -0.3%
Norges Bank
16
Norges Bank
Norway
$12.4M +$479K +15,667 +5%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$11M -$29.1K -951 -0.3%
WA
18
Wasatch Advisors
Utah
$10.9M +$9.67M +316,306 New
FCM
19
Frontier Capital Management
Massachusetts
$10.4M +$166K +5,423 +2%
SBH
20
Segall Bryant & Hamill
Illinois
$8.02M -$967K -31,631 -12%
Luther King Capital Management (LKCM)
21
Luther King Capital Management (LKCM)
Texas
$7.89M -$245K -8,000 -3%
CSC
22
Cove Street Capital
California
$7.51M +$6.69M +218,900 New
Prudential Financial
23
Prudential Financial
New Jersey
$7.33M +$3.79M +123,791 +138%
Principal Financial Group
24
Principal Financial Group
Iowa
$7.07M -$152K -4,966 -2%
GF
25
Gabelli Funds
New York
$5.64M +$388K +12,700 +8%

AZZ Hedge Fund Activity: Q2 2020 in Review

178 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q2 2020, worth a combined $802M — up 20% from $669M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AZZ positions and 18 closed out — a net gain of 19 holders — while 62 added to existing stakes and 54 trimmed.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $9.67M. The largest seller was Van Berkom & Associates, exiting entirely with an estimated $48M sold.

  • 178 institutional investors held AZZ Inc (AZZ) as of Q2 2020, up from 159 in Q1 2020.
  • Funds reported $802M of AZZ Inc stock for Q2 2020, up 20% quarter-over-quarter.
  • 37 funds opened new AZZ Inc positions in Q2 2020 and 18 closed out, a net change of +19 holders.
  • The largest AZZ Inc buyer in Q2 2020 was Wasatch Advisors, an estimated $9.67M added.
  • The largest AZZ Inc seller in Q2 2020 was Van Berkom & Associates, an estimated $48M sold.

Based on aggregated 13F filings for Q2 2020.