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255 hedge funds and large institutions have $2.28B invested in AZZ Inc in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 83 increasing their positions, 90 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $2.12M | Put options by funds: $1.35M

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

7% more capital invested

Capital invested by funds: $2.13B → $2.28B (+$147M)

1% more funds holding

Funds holding: 253255 (+2)

0.19% less ownership

Funds ownership: 92.67%92.48% (-0.19%)

8% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 90

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
255
Holders Change
+2
Holders Change %
+0.79%
% of All Funds
3.66%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
35
Increased
83
Reduced
90
Closed
31
Calls
$2.12M
Puts
$1.35M
Net Calls
+$768K
Net Calls Change
+$714K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$369M +$3.4M +42,957 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$268M +$2.78M +35,189 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$266M +$30.5M +385,240 +14%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$215M -$12.9M -162,672 -6%
State Street
5
State Street
Massachusetts
$90.9M +$2.19M +27,710 +3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$89.3M -$5.22M -65,988 -6%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$61.1M +$58.5M +740,093 New
SBH
8
Segall Bryant & Hamill
Illinois
$58.7M -$844K -10,678 -1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$55.8M +$796K +10,072 +2%
HP
10
Harvey Partners
New York
$55M +$949K +12,000 +2%
WHG
11
Westwood Holdings Group
Texas
$51.7M +$4.53M +57,245 +10%
GI
12
GAMCO Investors
Connecticut
$50.1M -$2.87M -36,350 -6%
Ameriprise
13
Ameriprise
Minnesota
$43.6M -$23.1M -292,670 -36%
Charles Schwab
14
Charles Schwab
California
$33.2M -$535K -6,772 -2%
Goldman Sachs
15
Goldman Sachs
New York
$26.6M +$3.15M +39,905 +14%
Boston Partners
16
Boston Partners
Massachusetts
$24.2M -$3.42M -43,229 -13%
Northern Trust
17
Northern Trust
Illinois
$23.8M +$198K +2,509 +0.9%
Morgan Stanley
18
Morgan Stanley
New York
$23.6M +$3.29M +41,652 +17%
Bank of America
19
Bank of America
North Carolina
$20.8M +$1.11M +14,094 +6%
Invesco
20
Invesco
Georgia
$20.3M +$6.46M +81,732 +50%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$19.8M -$2.3M -29,077 -11%
Norges Bank
22
Norges Bank
Norway
$19.7M +$7.75M +97,977 +70%
Federated Hermes
23
Federated Hermes
Pennsylvania
$19.5M +$6.5M +82,174 +54%
GF
24
Gabelli Funds
New York
$19.4M -$168K -2,120 -0.9%
JP Morgan Chase
25
JP Morgan Chase
New York
$15.8M -$846K -10,695 -5%

AZZ Hedge Fund Activity: Q3 2024 in Review

255 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q3 2024, worth a combined $2.28B — up 6.9% from $2.13B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new AZZ positions and 31 closed out — a net gain of 4 holders — while 83 added to existing stakes and 90 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $58.5M. The largest seller was Ameriprise, cutting an estimated $23.1M.

  • 255 institutional investors held AZZ Inc (AZZ) as of Q3 2024, up from 253 in Q2 2024.
  • Funds reported $2.28B of AZZ Inc stock for Q3 2024, up 6.9% quarter-over-quarter.
  • 35 funds opened new AZZ Inc positions in Q3 2024 and 31 closed out, a net change of +4 holders.
  • The largest AZZ Inc buyer in Q3 2024 was Wellington Management Group, an estimated $58.5M added.
  • The largest AZZ Inc seller in Q3 2024 was Ameriprise, an estimated $23.1M sold.

Based on aggregated 13F filings for Q3 2024.