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174 hedge funds and large institutions have $1.16B invested in AZZ Inc in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 54 increasing their positions, 64 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

411% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $250K

2% more capital invested

Capital invested by funds: $1.14B → $1.16B (+$18.7M)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

1% less funds holding

Funds holding: 175174 (-1)

1.16% less ownership

Funds ownership: 88.47%87.31% (-1.2%)

16% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 64

Holders
174
Holders Change
-1
Holders Change %
-0.57%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
54
Reduced
64
Closed
13
Calls
$1.28M
Puts
$250K
Net Calls
+$1.03M
Net Calls Change
+$882K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$205M -$3.56M -67,681 -2%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$137M -$37.7K -717 -0%
Vanguard Group
3
Vanguard Group
Pennsylvania
$136M -$3.99M -75,944 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$62.1M +$309K +5,873 +0.5%
SBH
5
Segall Bryant & Hamill
Illinois
$44.2M +$3.6M +68,454 +9%
State Street
6
State Street
Massachusetts
$42.8M -$297K -5,641 -0.7%
WHG
7
Westwood Holdings Group
Texas
$33.4M -$1.38M -26,282 -4%
GI
8
GAMCO Investors
Connecticut
$28.5M +$1.19M +22,587 +4%
ACB
9
Aristotle Capital Boston
Massachusetts
$25.2M +$8.1K +154 +0%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$24.2M +$510K +9,694 +2%
Ameriprise
11
Ameriprise
Minnesota
$24.2M +$539K +10,249 +2%
Victory Capital Management
12
Victory Capital Management
Texas
$19.8M -$1.39M -26,498 -7%
Norges Bank
13
Norges Bank
Norway
$19.5M +$5.22M +99,200 +37%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$18.6M +$5.21K +99 +0%
Northern Trust
15
Northern Trust
Illinois
$17.9M -$353K -6,715 -2%
CSC
16
Cove Street Capital
California
$17.8M -$442K -8,400 -2%
Charles Schwab
17
Charles Schwab
California
$14.9M +$269K +5,113 +2%
JP Morgan Chase
18
JP Morgan Chase
New York
$13.6M -$355K -6,753 -3%
Invesco
19
Invesco
Georgia
$13.6M +$89.4K +1,699 +0.7%
FCM
20
Frontier Capital Management
Massachusetts
$12.3M -$315K -5,993 -3%
Luther King Capital Management (LKCM)
21
Luther King Capital Management (LKCM)
Texas
$12.2M
GF
22
Gabelli Funds
New York
$11.7M +$247K +4,700 +2%
Principal Financial Group
23
Principal Financial Group
Iowa
$11.1M -$124K -2,358 -1%
Morgan Stanley
24
Morgan Stanley
New York
$10.2M +$2.34M +44,572 +30%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$9.31M -$2.01M -38,189 -18%

AZZ Hedge Fund Activity: Q3 2021 in Review

174 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q3 2021, worth a combined $1.16B — up 1.6% from $1.14B a quarter earlier.

Fund positioning in AZZ was balanced in Q3 2021: 13 funds opened new positions, 13 closed out, 54 added to existing stakes and 64 trimmed.

The largest buyer was Norges Bank, adding an estimated $5.22M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $22.2M sold.

  • 174 institutional investors held AZZ Inc (AZZ) as of Q3 2021, down from 175 in Q2 2021.
  • Funds reported $1.16B of AZZ Inc stock for Q3 2021, up 1.6% quarter-over-quarter.
  • 13 funds opened new AZZ Inc positions in Q3 2021 and 13 closed out, a net change of 0 holders.
  • The largest AZZ Inc buyer in Q3 2021 was Norges Bank, an estimated $5.22M added.
  • The largest AZZ Inc seller in Q3 2021 was Wasatch Advisors, an estimated $22.2M sold.

Based on aggregated 13F filings for Q3 2021.