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AZZ Inc
AZZ

176 hedge funds and large institutions have $917M invested in AZZ Inc in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 62 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $854M → $917M (+$62.4M)

0.35% less ownership

Funds ownership: 89.57% → 89.22% (-0.35%)

5% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 65

5% less funds holding

Funds holding: 186 → 176 (-10)

37% less call options, than puts

Call options by funds: $1.1M | Put options by funds: $1.74M

40% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 20

Holders
176
Holders Change
-10
Holders Change %
-5.38%
% of All Funds
2.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
62
Reduced
65
Closed
20
Calls
$1.1M
Puts
$1.74M
Net Calls
-$639K
Net Calls Change
-$120K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$13.4M
2
HP
Harvey Partners
New York
+$2.87M
3
BCM
Bridgeway Capital Management
Texas
+$2.74M
4
JP Morgan Chase
JP Morgan Chase
New York
+$1.82M
5
SBH
Segall Bryant & Hamill
Illinois
+$1.56M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$9.37M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$4.13M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$2.38M
4
BlackRock
BlackRock
New York
-$2.3M
5
N
Nuveen
North Carolina
-$2.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$168M -$2.3M -56,182 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$114M -$187K -4,574 -0.2%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$102M -$106K -2,597 -0.1%
State Street
4
State Street
Massachusetts
$38.6M -$103K -2,509 -0.3%
SBH
5
Segall Bryant & Hamill
Illinois
$38.2M +$1.56M +38,159 +4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$37.8M -$4.13M -100,906 -10%
WHG
7
Westwood Holdings Group
Texas
$32.6M +$10.4K +254 +0%
HP
8
Harvey Partners
New York
$27.7M +$2.87M +70,000 +12%
GI
9
GAMCO Investors
Connecticut
$27.1M +$147K +3,578 +0.5%
Ameriprise
10
Ameriprise
Minnesota
$20.3M -$222K -5,414 -1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$19.5M +$748K +18,254 +4%
ACB
12
Aristotle Capital Boston
Massachusetts
$17.6M +$575K +14,037 +3%
Charles Schwab
13
Charles Schwab
California
$15.3M -$632K -15,431 -4%
Goldman Sachs
14
Goldman Sachs
New York
$15.3M +$13.4M +327,299 +763%
Norges Bank
15
Norges Bank
Norway
$12.9M -$1.34M -32,697 -9%
Northern Trust
16
Northern Trust
Illinois
$12.8M -$161K -3,927 -1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$12.5M -$348K -8,493 -3%
GF
18
Gabelli Funds
New York
$11M +$158K +3,845 +1%
Luther King Capital Management (LKCM)
19
Luther King Capital Management (LKCM)
Texas
$10.9M – – –
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$10.6M +$246K +6,000 +2%
JP Morgan Chase
21
JP Morgan Chase
New York
$10.3M +$1.82M +44,338 +22%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$9.73M -$165K -4,022 -2%
Morgan Stanley
23
Morgan Stanley
New York
$8.19M -$455K -11,100 -5%
CIC
24
Crawford Investment Counsel
Georgia
$7.92M +$1.51M +36,872 +24%
N
25
Nuveen
North Carolina
$6.79M -$2.24M -54,585 -25%
1
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AZZ Hedge Fund Activity: Q1 2023 in Review

176 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q1 2023, worth a combined $917M — up 7.3% from $854M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of AZZ and 12 opened new positions — a net loss of 8 holders — while 65 trimmed existing stakes and 62 added.

The largest buyer was Goldman Sachs, adding an estimated $13.4M. The largest seller was Millennium Management, cutting an estimated $9.37M.

  • 176 institutional investors held AZZ Inc (AZZ) as of Q1 2023, down from 186 in Q4 2022.
  • Funds reported $917M of AZZ Inc stock for Q1 2023, up 7.3% quarter-over-quarter.
  • 12 funds opened new AZZ Inc positions in Q1 2023 and 20 closed out, a net change of -8 holders.
  • The largest AZZ Inc buyer in Q1 2023 was Goldman Sachs, an estimated $13.4M added.
  • The largest AZZ Inc seller in Q1 2023 was Millennium Management, an estimated $9.37M sold.

Based on aggregated 13F filings for Q1 2023.