AZZ Inc
171 hedge funds and large institutions have $1.14B invested in AZZ Inc in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 38 increasing their positions, 75 reducing their positions, and 25 closing their positions.
324% more call options, than puts
Call options by funds: $1.9M | Put options by funds: $448K
3% more capital invested
Capital invested by funds: $1.1B → $1.14B (+$37.1M)
0.14% more ownership
Funds ownership: 88.98% → 89.13% (+0.14%)
2% less funds holding
Funds holding: 175 → 171 (-4)
12% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 25
49% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 75
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$10.5M |
| 2 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$9.25M |
| 3 |
KIM
Kestrel Investment Management
San Mateo,
California
|
+$5.74M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$5.51M |
| 5 |
BlackRock
New York
|
+$5.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$11.2M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$9.35M |
| 3 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$6.71M |
| 4 |
ECM
Engine Capital Management
New York
|
-$4.84M |
| 5 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$4.3M |
AZZ Hedge Fund Activity: Q1 2021 in Review
171 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q1 2021, worth a combined $1.14B — up 3.4% from $1.1B a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of AZZ and 22 opened new positions — a net loss of 3 holders — while 75 trimmed existing stakes and 38 added.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $10.5M. The largest seller was Fidelity Investments, cutting an estimated $11.2M.
- 171 institutional investors held AZZ Inc (AZZ) as of Q1 2021, down from 175 in Q4 2020.
- Funds reported $1.14B of AZZ Inc stock for Q1 2021, up 3.4% quarter-over-quarter.
- 22 funds opened new AZZ Inc positions in Q1 2021 and 25 closed out, a net change of -3 holders.
- The largest AZZ Inc buyer in Q1 2021 was Wellington Management Group, an estimated $10.5M added.
- The largest AZZ Inc seller in Q1 2021 was Fidelity Investments, an estimated $11.2M sold.
Based on aggregated 13F filings for Q1 2021.