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AZZ Inc
AZZ

236 hedge funds and large institutions have $2.26B invested in AZZ Inc in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 97 increasing their positions, 61 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $1.41M

59% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 61

0.09% less ownership

Funds ownership: 92.48% → 92.39% (-0.09%)

1% less capital invested

Capital invested by funds: $2.28B → $2.26B (-$15.8M)

7% less funds holding

Funds holding: 255 → 236 (-19)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

36% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 44

Holders
236
Holders Change
-19
Holders Change %
-7.45%
% of All Funds
3.11%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
28
Increased
97
Reduced
61
Closed
44
Calls
$3.19M
Puts
$1.41M
Net Calls
+$1.78M
Net Calls Change
+$1.02M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$12M
2
DCM
Driehaus Capital Management
Illinois
+$11M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$10.5M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$8M
5
IECM
Intrinsic Edge Capital Management
Illinois
+$7.75M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$22.6M
2
Norges Bank
Norges Bank
Norway
-$13M
3
ZP
Zimmer Partners
New York
-$10.3M
4
SBH
Segall Bryant & Hamill
Illinois
-$7.62M
5
WHG
Westwood Holdings Group
Texas
-$6.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$371M +$5.45M +64,390 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$265M -$332K -3,925 -0.1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$242M -$22.6M -266,521 -8%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$224M +$10.5M +124,392 +5%
State Street
5
State Street
Massachusetts
$93.5M +$3.52M +41,592 +4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$91M +$2.48M +29,306 +3%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$72.3M +$12M +142,215 +19%
HP
8
Harvey Partners
New York
$55.8M +$1.27M +15,000 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$55.4M +$20.2K +239 +0%
SBH
10
Segall Bryant & Hamill
Illinois
$50.8M -$7.62M -90,017 -13%
GI
11
GAMCO Investors
Connecticut
$48.6M -$1.12M -13,275 -2%
WHG
12
Westwood Holdings Group
Texas
$44.6M -$6.9M -81,507 -13%
Ameriprise
13
Ameriprise
Minnesota
$38.6M -$4.75M -56,128 -11%
Charles Schwab
14
Charles Schwab
California
$32.7M -$270K -3,187 -0.8%
Goldman Sachs
15
Goldman Sachs
New York
$31.4M +$5.2M +61,364 +19%
Northern Trust
16
Northern Trust
Illinois
$28.9M +$5.42M +64,023 +22%
Boston Partners
17
Boston Partners
Massachusetts
$25.9M +$1.35M +15,952 +5%
Invesco
18
Invesco
Georgia
$24.4M +$4.43M +52,281 +21%
Morgan Stanley
19
Morgan Stanley
New York
$22.4M -$1.07M -12,591 -4%
JP Morgan Chase
20
JP Morgan Chase
New York
$21.2M +$5.77M +68,131 +36%
Bank of America
21
Bank of America
North Carolina
$20.6M -$44K -520 -0.2%
Federated Hermes
22
Federated Hermes
Pennsylvania
$19.3M – – –
GF
23
Gabelli Funds
New York
$18.6M -$576K -6,800 -3%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$18.4M -$1.29M -15,209 -6%
Luther King Capital Management (LKCM)
25
Luther King Capital Management (LKCM)
Texas
$15.2M – – –
1
2 3 4 5

AZZ Hedge Fund Activity: Q4 2024 in Review

236 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AZZ Inc (AZZ) for Q4 2024, worth a combined $2.26B — down 0.69% from $2.28B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of AZZ and 28 opened new positions — a net loss of 16 holders — while 61 trimmed existing stakes and 97 added.

The largest buyer was Wellington Management Group, adding an estimated $12M. The largest seller was Fidelity Investments, cutting an estimated $22.6M.

  • 236 institutional investors held AZZ Inc (AZZ) as of Q4 2024, down from 255 in Q3 2024.
  • Funds reported $2.26B of AZZ Inc stock for Q4 2024, down 0.69% quarter-over-quarter.
  • 28 funds opened new AZZ Inc positions in Q4 2024 and 44 closed out, a net change of -16 holders.
  • The largest AZZ Inc buyer in Q4 2024 was Wellington Management Group, an estimated $12M added.
  • The largest AZZ Inc seller in Q4 2024 was Fidelity Investments, an estimated $22.6M sold.

Based on aggregated 13F filings for Q4 2024.