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AYX

Alteryx Inc

Delisted

AYX was delisted on the 18th of March, 2024.

255 hedge funds and large institutions have $2.37B invested in Alteryx Inc in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 98 increasing their positions, 75 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 75

2% less call options, than puts

Call options by funds: $240M | Put options by funds: $246M

16% less funds holding

Funds holding: 302255 (-47)

25% less capital invested

Capital invested by funds: $3.17B → $2.37B (-$799M)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

55% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 83

Holders
255
Holders Change
-47
Holders Change %
-15.56%
% of All Funds
4%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
37
Increased
98
Reduced
75
Closed
83
Calls
$240M
Puts
$246M
Net Calls
-$5.38M
Net Calls Change
+$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
226
IFP Advisors
Florida
$6.17K +$4.95K +113 +491%
FP
227
Financial Perspectives
Minnesota
$5.63K
Pacer Advisors
228
Pacer Advisors
Pennsylvania
$5.49K +$3.33K +76 +169%
NFSG
229
Newbridge Financial Services Group
Florida
$3.9K
AF
230
Allworth Financial
California
$3.63K
LFG
231
Larson Financial Group
Missouri
$3.36K
WTA
232
Washington Trust Advisors
Massachusetts
$3.22K
SWM
233
Spire Wealth Management
Virginia
$3.18K
BWL
234
Bogart Wealth LLC
Virginia
$2.72K
SIC
235
Salem Investment Counselors
North Carolina
$2.5K +$2.41K +55 New
FMB
236
Field & Main Bank
Kentucky
$2.27K
MPWT
237
MassMutual Private Wealth & Trust
Connecticut
$2.13K +$2.06K +47 New
WP
238
WealthPLAN Partners
Nebraska
$2.09K
CIA
239
Cape Investment Advisory
Georgia
$1.91K
PA
240
Parallel Advisors
California
$1.82K -$2.32K -53 -57%
BAM
241
Bellevue Asset Management
Washington
$1.23K
EWA
242
EverSource Wealth Advisors
Alabama
$1.14K
HI
243
Hoey Investments
Pennsylvania
$1.09K
BTI
244
Blue Trust Inc
Georgia
$1K -$2.94K -67 -86%
VF
245
VitalStone Financial
Texas
$1K
ME
246
McIlrath & Eck
Washington
$908
PMFA
247
Plante Moran Financial Advisors
Michigan
$908
CWA
248
Clearview Wealth Advisors
Oregon
$908 +$131 +3 +18%
2L
249
25 LLC
Missouri
$763
MA
250
MCF Advisors
Kentucky
$500

AYX Hedge Fund Activity: Q2 2023 in Review

255 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Alteryx Inc (AYX) for Q2 2023, worth a combined $2.37B — down 25% from $3.17B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of AYX and 37 opened new positions — a net loss of 46 holders — while 75 trimmed existing stakes and 98 added.

The largest buyer was Hawk Ridge Capital Management, opening a new position worth an estimated $117M. The largest seller was Jericho Capital Asset Management, exiting entirely with an estimated $79.7M sold.

  • 255 institutional investors held Alteryx Inc (AYX) as of Q2 2023, down from 302 in Q1 2023.
  • Funds reported $2.37B of Alteryx Inc stock for Q2 2023, down 25% quarter-over-quarter.
  • 37 funds opened new Alteryx Inc positions in Q2 2023 and 83 closed out, a net change of -46 holders.
  • The largest Alteryx Inc buyer in Q2 2023 was Hawk Ridge Capital Management, an estimated $117M added.
  • The largest Alteryx Inc seller in Q2 2023 was Jericho Capital Asset Management, an estimated $79.7M sold.

Based on aggregated 13F filings for Q2 2023.