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253 hedge funds and large institutions have $2.13B invested in AZZ Inc in 2024 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 96 increasing their positions, 53 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 24

81% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 53

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more funds holding

Funds holding: 208253 (+45)

19% more capital invested

Capital invested by funds: $1.8B → $2.13B (+$334M)

4% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $1.5M

0.09% less ownership

Funds ownership: 92.75%92.67% (-0.09%)

Holders
253
Holders Change
+45
Holders Change %
+21.63%
% of All Funds
3.65%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
71
Increased
96
Reduced
53
Closed
24
Calls
$1.55M
Puts
$1.5M
Net Calls
+$54K
Net Calls Change
-$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$342M +$43.8M +560,800 +15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$248M +$37.6M +481,576 +18%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$219M +$69.5M +888,959 +46%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$214M +$18.7M +239,558 +9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$88.6M +$4.16M +53,188 +5%
State Street
6
State Street
Massachusetts
$82.8M +$10.7M +136,798 +15%
Ameriprise
7
Ameriprise
Minnesota
$63.4M +$11.3M +144,972 +21%
SBH
8
Segall Bryant & Hamill
Illinois
$55.7M -$6.28M -80,275 -10%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$51.4M +$9.07M +116,045 +21%
HP
10
Harvey Partners
New York
$50.5M -$5.04M -64,500 -9%
GI
11
GAMCO Investors
Connecticut
$49.7M -$1.71M -21,905 -3%
WHG
12
Westwood Holdings Group
Texas
$43.9M -$859K -10,984 -2%
Charles Schwab
13
Charles Schwab
California
$31.6M +$2.51M +32,104 +9%
Boston Partners
14
Boston Partners
Massachusetts
$26.4M +$26.5M +339,215 New
Northern Trust
15
Northern Trust
Illinois
$22.1M +$2.6M +33,216 +13%
Goldman Sachs
16
Goldman Sachs
New York
$21.8M +$17.8M +227,629 +416%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$20.8M +$2.01M +25,714 +11%
ZP
18
Zimmer Partners
New York
$19.5M +$19.7M +252,500 New
Morgan Stanley
19
Morgan Stanley
New York
$18.9M +$2.23M +28,545 +13%
Bank of America
20
Bank of America
North Carolina
$18.4M +$1.5M +19,226 +9%
Luther King Capital Management (LKCM)
21
Luther King Capital Management (LKCM)
Texas
$18.4M -$564K -7,210 -3%
GF
22
Gabelli Funds
New York
$18.3M -$1.08M -13,802 -6%
KCM
23
Kennedy Capital Management
Missouri
$16.5M +$646K +8,264 +4%
JP Morgan Chase
24
JP Morgan Chase
New York
$15.6M +$639K +8,177 +4%
Invesco
25
Invesco
Georgia
$12.7M -$2.51M -32,121 -16%

AZZ Hedge Fund Activity: Q2 2024 in Review

253 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q2 2024, worth a combined $2.13B — up 19% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new AZZ positions and 24 closed out — a net gain of 47 holders — while 96 added to existing stakes and 53 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $69.5M. The largest seller was Aristotle Capital Boston, exiting entirely with an estimated $18.6M sold.

  • 253 institutional investors held AZZ Inc (AZZ) as of Q2 2024, up from 208 in Q1 2024.
  • Funds reported $2.13B of AZZ Inc stock for Q2 2024, up 19% quarter-over-quarter.
  • 71 funds opened new AZZ Inc positions in Q2 2024 and 24 closed out, a net change of +47 holders.
  • The largest AZZ Inc buyer in Q2 2024 was Fidelity Investments, an estimated $69.5M added.
  • The largest AZZ Inc seller in Q2 2024 was Aristotle Capital Boston, an estimated $18.6M sold.

Based on aggregated 13F filings for Q2 2024.