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AZZ Inc
AZZ

189 hedge funds and large institutions have $812M invested in AZZ Inc in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 78 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

26% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 62

3% more funds holding

Funds holding: 184 → 189 (+5)

0.11% more ownership

Funds ownership: 89.68% → 89.79% (+0.11%)

10% less capital invested

Capital invested by funds: $905M → $812M (-$92.4M)

99% less call options, than puts

Call options by funds: $7K | Put options by funds: $766K

Holders
189
Holders Change
+5
Holders Change %
+2.72%
% of All Funds
3.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
78
Reduced
62
Closed
19
Calls
$7K
Puts
$766K
Net Calls
-$759K
Net Calls Change
-$935K

Top Buyers

1
HP
Harvey Partners
New York
+$11.5M
2
Millennium Management
Millennium Management
New York
+$4.32M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$3.13M
4
Renaissance Technologies
Renaissance Technologies
New York
+$2.94M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$2.67M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$102M
2
CSC
Cove Street Capital
California
-$7.98M
3
WHG
Westwood Holdings Group
Texas
-$4.89M
4
FCM
Frontier Capital Management
Massachusetts
-$4.08M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$4.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$142M -$3.9M -93,661 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$99.3M +$2.67M +64,091 +2%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$90.1M +$103M +2,468,498 New
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$42.6M -$4.02M -96,437 -8%
State Street
5
State Street
Massachusetts
$32.7M -$153K -3,674 -0.4%
SBH
6
Segall Bryant & Hamill
Illinois
$32.7M +$922K +22,118 +3%
WHG
7
Westwood Holdings Group
Texas
$25.7M -$4.89M -117,395 -14%
GI
8
GAMCO Investors
Connecticut
$22.8M +$343K +8,226 +1%
Ameriprise
9
Ameriprise
Minnesota
$17.7M +$1.3M +31,273 +7%
HP
10
Harvey Partners
New York
$16.1M +$11.5M +275,000 +165%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$16.1M +$324K +7,772 +2%
Millennium Management
12
Millennium Management
New York
$15.6M +$4.32M +103,635 +32%
ACB
13
Aristotle Capital Boston
Massachusetts
$15.4M -$1.77M -42,454 -9%
Charles Schwab
14
Charles Schwab
California
$13.6M +$690K +16,544 +5%
Northern Trust
15
Northern Trust
Illinois
$11.4M +$1.5K +36 +0%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$10.7M +$113K +2,721 +0.9%
Morgan Stanley
17
Morgan Stanley
New York
$9.47M +$2.43M +58,339 +29%
GF
18
Gabelli Funds
New York
$9.31M +$538K +12,900 +5%
Invesco
19
Invesco
Georgia
$9.19M +$1M +24,022 +11%
Norges Bank
20
Norges Bank
Norway
$8.99M -$1.24M -29,700 -11%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$8.7M -$100K -2,403 -1%
Luther King Capital Management (LKCM)
22
Luther King Capital Management (LKCM)
Texas
$8.56M +$25K +600 +0.3%
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$8.19M +$805K +19,320 +9%
JP Morgan Chase
24
JP Morgan Chase
New York
$7.31M -$1.94M -46,437 -19%
Principal Financial Group
25
Principal Financial Group
Iowa
$5.79M -$419K -10,050 -6%
1
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AZZ Hedge Fund Activity: Q3 2022 in Review

189 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q3 2022, worth a combined $812M — down 10% from $905M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new AZZ positions and 19 closed out — a net gain of 6 holders — while 78 added to existing stakes and 62 trimmed.

The largest buyer was Harvey Partners, adding an estimated $11.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $102M.

  • 189 institutional investors held AZZ Inc (AZZ) as of Q3 2022, up from 184 in Q2 2022.
  • Funds reported $812M of AZZ Inc stock for Q3 2022, down 10% quarter-over-quarter.
  • 25 funds opened new AZZ Inc positions in Q3 2022 and 19 closed out, a net change of +6 holders.
  • The largest AZZ Inc buyer in Q3 2022 was Harvey Partners, an estimated $11.5M added.
  • The largest AZZ Inc seller in Q3 2022 was T. Rowe Price Associates, an estimated $102M sold.

Based on aggregated 13F filings for Q3 2022.