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187 hedge funds and large institutions have $1.21B invested in AZZ Inc in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 71 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

7% more funds holding

Funds holding: 174187 (+13)

1.16% more ownership

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

4% more capital invested

Capital invested by funds: $1.16B → $1.21B (+$51.4M)

14% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 71

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
187
Holders Change
+13
Holders Change %
+7.47%
% of All Funds
2.88%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
61
Reduced
71
Closed
11
Calls
$1.1M
Puts
Net Calls
+$1.1M
Net Calls Change
+$72K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$220M +$6.07M +111,822 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$142M +$603K +11,101 +0.4%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$137M -$4.99M -91,830 -4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$64M -$471K -8,668 -0.7%
State Street
5
State Street
Massachusetts
$47.6M +$3.04M +55,917 +7%
SBH
6
Segall Bryant & Hamill
Illinois
$47.3M +$1.36M +24,982 +3%
WHG
7
Westwood Holdings Group
Texas
$42.3M +$7.53M +138,681 +22%
GI
8
GAMCO Investors
Connecticut
$31.2M +$1.51M +27,817 +5%
ACB
9
Aristotle Capital Boston
Massachusetts
$25.4M -$801K -14,759 -3%
Ameriprise
10
Ameriprise
Minnesota
$24.7M -$374K -6,892 -2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$24.7M -$464K -8,551 -2%
Victory Capital Management
12
Victory Capital Management
Texas
$20.5M -$109K -2,013 -0.5%
Northern Trust
13
Northern Trust
Illinois
$18.1M -$474K -8,731 -3%
Charles Schwab
14
Charles Schwab
California
$17.8M +$2.31M +42,479 +15%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$17M -$2.3M -42,456 -12%
CSC
16
Cove Street Capital
California
$15.6M -$2.91M -53,616 -16%
Norges Bank
17
Norges Bank
Norway
$15.5M -$4.61M -85,000 -23%
Invesco
18
Invesco
Georgia
$13.7M -$476K -8,761 -3%
Luther King Capital Management (LKCM)
19
Luther King Capital Management (LKCM)
Texas
$13.2M +$483K +8,900 +4%
FCM
20
Frontier Capital Management
Massachusetts
$12.7M -$116K -2,135 -0.9%
GF
21
Gabelli Funds
New York
$12.5M +$394K +7,254 +3%
Morgan Stanley
22
Morgan Stanley
New York
$11.7M +$1.05M +19,409 +10%
JP Morgan Chase
23
JP Morgan Chase
New York
$11.4M -$2.71M -49,874 -19%
Principal Financial Group
24
Principal Financial Group
Iowa
$10.1M -$1.42M -26,178 -12%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$9.72M +$309K +5,700 +3%