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AZZ Inc
AZZ

166 hedge funds and large institutions have $793M invested in AZZ Inc in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 61 increasing their positions, 58 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $1.13M | Put options by funds: $1.03M

5% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 58

0.04% more ownership

Funds ownership: 89.31% → 89.35% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $802M → $793M (-$8.9M)

7% less funds holding

Funds holding: 178 → 166 (-12)

43% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 28

Holders
166
Holders Change
-12
Holders Change %
-6.74%
% of All Funds
3.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
61
Reduced
58
Closed
28
Calls
$1.13M
Puts
$1.03M
Net Calls
+$102K
Net Calls Change
-$361K

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
+$16.5M
2
SBH
Segall Bryant & Hamill
Illinois
+$6.95M
3
ECM
Engine Capital Management
New York
+$6.35M
4
WA
Wasatch Advisors
Utah
+$5.97M
5
GI
GAMCO Investors
Connecticut
+$4.62M

Top Sellers

1
N
Nuveen
North Carolina
-$10.2M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$4.96M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$4.15M
4
BlackRock
BlackRock
New York
-$3.45M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$135M -$3.45M -103,668 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$87.6M -$4.96M -148,953 -5%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$67.4M +$59K +1,773 +0.1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$43.9M +$502K +15,090 +1%
State Street
5
State Street
Massachusetts
$28.4M -$537K -16,131 -2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$25.5M -$30K -902 -0.1%
LSV Asset Management
7
LSV Asset Management
Illinois
$21.6M +$16.5M +495,629 +358%
Victory Capital Management
8
Victory Capital Management
Texas
$19.6M -$1.36M -40,782 -7%
ACB
9
Aristotle Capital Boston
Massachusetts
$18.9M +$1.04M +31,316 +6%
GI
10
GAMCO Investors
Connecticut
$18.1M +$4.62M +139,000 +36%
WA
11
Wasatch Advisors
Utah
$16.9M +$5.97M +179,360 +57%
Northern Trust
12
Northern Trust
Illinois
$15.4M -$420K -12,627 -3%
SBH
13
Segall Bryant & Hamill
Illinois
$15.1M +$6.95M +208,803 +89%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$14.2M +$109K +3,288 +0.8%
Ameriprise
15
Ameriprise
Minnesota
$13.7M +$118K +3,536 +0.9%
CSC
16
Cove Street Capital
California
$12.2M +$4.62M +138,970 +63%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$12M -$401K -12,061 -3%
Norges Bank
18
Norges Bank
Norway
$11.7M -$612K -18,382 -5%
FCM
19
Frontier Capital Management
Massachusetts
$10.9M +$484K +14,539 +5%
Charles Schwab
20
Charles Schwab
California
$10.6M -$2.22M -66,739 -18%
N
21
Nuveen
North Carolina
$9.67M -$10.2M -306,617 -52%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$9.24M -$1.66M -49,782 -16%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$8.1M +$3.13M +94,093 +66%
Luther King Capital Management (LKCM)
24
Luther King Capital Management (LKCM)
Texas
$7.84M – – –
Principal Financial Group
25
Principal Financial Group
Iowa
$7.07M +$45.3K +1,361 +0.7%
1
2 3 4 5

AZZ Hedge Fund Activity: Q3 2020 in Review

166 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q3 2020, worth a combined $793M — down 1.1% from $802M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of AZZ and 16 opened new positions — a net loss of 12 holders — while 58 trimmed existing stakes and 61 added.

The largest buyer was LSV Asset Management, adding an estimated $16.5M. The largest seller was Nuveen, cutting an estimated $10.2M.

  • 166 institutional investors held AZZ Inc (AZZ) as of Q3 2020, down from 178 in Q2 2020.
  • Funds reported $793M of AZZ Inc stock for Q3 2020, down 1.1% quarter-over-quarter.
  • 16 funds opened new AZZ Inc positions in Q3 2020 and 28 closed out, a net change of -12 holders.
  • The largest AZZ Inc buyer in Q3 2020 was LSV Asset Management, an estimated $16.5M added.
  • The largest AZZ Inc seller in Q3 2020 was Nuveen, an estimated $10.2M sold.

Based on aggregated 13F filings for Q3 2020.