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208 hedge funds and large institutions have $1.8B invested in AZZ Inc in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 53 increasing their positions, 85 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 24

34% more capital invested

Capital invested by funds: $1.34B → $1.8B (+$458M)

34% more call options, than puts

Call options by funds: $4.54M | Put options by funds: $3.39M

8% more funds holding

Funds holding: 193208 (+15)

0.79% more ownership

Funds ownership: 91.96%92.75% (+0.79%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

38% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 85

Holders
208
Holders Change
+15
Holders Change %
+7.77%
% of All Funds
3%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
39
Increased
53
Reduced
85
Closed
24
Calls
$4.54M
Puts
$3.39M
Net Calls
+$1.14M
Net Calls Change
-$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$299M -$1.34M -19,903 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$211M +$1.93M +28,609 +1%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$195M +$1.81M +26,779 +1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$151M +$82.3M +1,218,663 +167%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$84.6M +$2.61M +38,691 +4%
State Street
6
State Street
Massachusetts
$72.3M +$1.18M +17,427 +2%
SBH
7
Segall Bryant & Hamill
Illinois
$61.9M -$6.03M -89,256 -10%
HP
8
Harvey Partners
New York
$55.5M
Ameriprise
9
Ameriprise
Minnesota
$52.2M +$3.53M +52,237 +8%
GI
10
GAMCO Investors
Connecticut
$51.4M -$1.49M -22,100 -3%
WHG
11
Westwood Holdings Group
Texas
$44.8M -$1.6M -23,724 -4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$42.5M +$1.24M +18,402 +3%
Charles Schwab
13
Charles Schwab
California
$29.2M -$605K -8,960 -2%
Northern Trust
14
Northern Trust
Illinois
$19.5M -$3.27M -48,394 -16%
GF
15
Gabelli Funds
New York
$19.3M -$729K -10,800 -4%
Luther King Capital Management (LKCM)
16
Luther King Capital Management (LKCM)
Texas
$18.9M
Bank of New York Mellon
17
Bank of New York Mellon
New York
$18.8M -$497K -7,356 -3%
ACB
18
Aristotle Capital Boston
Massachusetts
$18.6M -$13.1M -194,511 -45%
Bank of America
19
Bank of America
North Carolina
$16.9M -$3.85M -56,965 -21%
Morgan Stanley
20
Morgan Stanley
New York
$16.7M -$19.7M -291,240 -57%
KCM
21
Kennedy Capital Management
Missouri
$15.9M -$3.18M -47,016 -19%
Invesco
22
Invesco
Georgia
$15.2M -$242K -3,585 -2%
JP Morgan Chase
23
JP Morgan Chase
New York
$14.9M -$610K -9,032 -4%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$13.5M -$3.73M -55,180 -24%
BCM
25
Bridgeway Capital Management
Texas
$11.5M +$449K +6,650 +5%

AZZ Hedge Fund Activity: Q1 2024 in Review

208 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q1 2024, worth a combined $1.8B — up 34% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new AZZ positions and 24 closed out — a net gain of 15 holders — while 53 added to existing stakes and 85 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $82.3M. The largest seller was Morgan Stanley, cutting an estimated $19.7M.

  • 208 institutional investors held AZZ Inc (AZZ) as of Q1 2024, up from 193 in Q4 2023.
  • Funds reported $1.8B of AZZ Inc stock for Q1 2024, up 34% quarter-over-quarter.
  • 39 funds opened new AZZ Inc positions in Q1 2024 and 24 closed out, a net change of +15 holders.
  • The largest AZZ Inc buyer in Q1 2024 was Fidelity Investments, an estimated $82.3M added.
  • The largest AZZ Inc seller in Q1 2024 was Morgan Stanley, an estimated $19.7M sold.

Based on aggregated 13F filings for Q1 2024.