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186 hedge funds and large institutions have $854M invested in AZZ Inc in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 58 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 58

5% more capital invested

Capital invested by funds: $812M → $854M (+$42M)

0% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 22

0.22% less ownership

Funds ownership: 89.79%89.57% (-0.22%)

2% less funds holding

Funds holding: 189186 (-3)

29% less call options, than puts

Call options by funds: $1.25M | Put options by funds: $1.77M

Holders
186
Holders Change
-3
Holders Change %
-1.59%
% of All Funds
2.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
80
Reduced
58
Closed
22
Calls
$1.25M
Puts
$1.77M
Net Calls
-$519K
Net Calls Change
+$240K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$166M +$9.74M +247,783 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$111M +$1.7M +43,250 +2%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$99.8M +$555K +14,129 +0.6%
State Street
4
State Street
Massachusetts
$37.7M +$1.71M +43,386 +5%
SBH
5
Segall Bryant & Hamill
Illinois
$35.7M -$246K -6,267 -0.7%
WHG
6
Westwood Holdings Group
Texas
$31.8M +$3.41M +86,872 +12%
GI
7
GAMCO Investors
Connecticut
$26.3M +$1.11M +28,252 +5%
HP
8
Harvey Partners
New York
$24.1M +$6.23M +158,500 +36%
Ameriprise
9
Ameriprise
Minnesota
$20M +$578K +14,716 +3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$18.2M +$556K +14,139 +3%
ACB
11
Aristotle Capital Boston
Massachusetts
$16.6M -$413K -10,514 -2%
Charles Schwab
12
Charles Schwab
California
$15.6M +$600K +15,272 +4%
Norges Bank
13
Norges Bank
Norway
$13.9M +$3.93M +100,000 +41%
Northern Trust
14
Northern Trust
Illinois
$12.6M +$48.5K +1,234 +0.4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$12.5M +$739K +18,790 +6%
Millennium Management
16
Millennium Management
New York
$10.9M -$6.1M -155,077 -36%
Luther King Capital Management (LKCM)
17
Luther King Capital Management (LKCM)
Texas
$10.6M +$1.16M +29,500 +13%
GF
18
Gabelli Funds
New York
$10.5M +$277K +7,057 +3%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$10M +$1M +25,560 +11%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$9.65M +$67.9K +1,728 +0.7%
N
21
Nuveen
North Carolina
$8.82M +$2.91M +74,123 +51%
Morgan Stanley
22
Morgan Stanley
New York
$8.43M -$1.96M -49,764 -19%
JP Morgan Chase
23
JP Morgan Chase
New York
$8.27M +$221K +5,625 +3%
Principal Financial Group
24
Principal Financial Group
Iowa
$6.32M -$60.2K -1,531 -1%
CIC
25
Crawford Investment Counsel
Georgia
$6.24M +$424K +10,787 +7%

AZZ Hedge Fund Activity: Q4 2022 in Review

186 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q4 2022, worth a combined $854M — up 5.2% from $812M a quarter earlier.

Fund positioning in AZZ was balanced in Q4 2022: 22 funds opened new positions, 22 closed out, 80 added to existing stakes and 58 trimmed.

The largest buyer was BlackRock, adding an estimated $9.74M. The largest seller was Millennium Management, cutting an estimated $6.1M.

  • 186 institutional investors held AZZ Inc (AZZ) as of Q4 2022, down from 189 in Q3 2022.
  • Funds reported $854M of AZZ Inc stock for Q4 2022, up 5.2% quarter-over-quarter.
  • 22 funds opened new AZZ Inc positions in Q4 2022 and 22 closed out, a net change of 0 holders.
  • The largest AZZ Inc buyer in Q4 2022 was BlackRock, an estimated $9.74M added.
  • The largest AZZ Inc seller in Q4 2022 was Millennium Management, an estimated $6.1M sold.

Based on aggregated 13F filings for Q4 2022.