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AYX

Alteryx Inc

Delisted

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

326 hedge funds and large institutions have $3.9B invested in Alteryx Inc in 2021 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 135 increasing their positions, 88 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 88

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

1% more capital invested

Capital invested by funds: $3.85B → $3.9B (+$43.7M)

4% less funds holding

Funds holding: 341326 (-15)

14% less call options, than puts

Call options by funds: $232M | Put options by funds: $269M

23% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 60

Holders
326
Holders Change
-15
Holders Change %
-4.4%
% of All Funds
5.67%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
46
Increased
135
Reduced
88
Closed
60
Calls
$232M
Puts
$269M
Net Calls
-$37.6M
Net Calls Change
+$22.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
276
West Financial Advisors
Iowa
$15K
JEST
277
JTC Employer Solutions Trustee
Jersey
$15K +$14.3K +175 New
PFBT
278
Parkside Financial Bank & Trust
Missouri
$13K
AS
279
Altshuler Shaham
Israel
$13K +$12.1K +148 New
HI
280
Harbour Investments
Wisconsin
$12K
SWM
281
Spire Wealth Management
Virginia
$12K
DFCM
282
Dark Forest Capital Management
Puerto Rico
$11K +$10.6K +130 New
BCA
283
Berman Capital Advisors
Georgia
$10K -$5.07K -62 -34%
SFO
284
Standard Family Office
South Dakota
$10K +$1.8K +22 +22%
HI
285
Hudock Inc
Pennsylvania
$9K -$17.6K -215 -66%
SQA
286
Simon Quick Advisors
New Jersey
$9K
KTC
287
Kistler-Tiffany Companies
Pennsylvania
$9K +$164 +2 +2%
CWA
288
Clearview Wealth Advisors
Oregon
$8K -$9K -110 -55%
PA
289
Parallel Advisors
California
$8K +$164 +2 +2%
CFO
290
CVA Family Office
Colorado
$8K +$7.36K +90 New
BA
291
Bellwether Advisors
Nebraska
$8K +$8.43K +103 New
NFSG
292
Newbridge Financial Services Group
Florida
$7K
Credit Agricole
293
Credit Agricole
France
$7K +$3.27K +40 +100%
AF
294
Allworth Financial
California
$6K
BFEC
295
Benjamin F. Edwards & Company
Missouri
$5K -$52K -636 -91%
COCM
296
Charter Oak Capital Management
New Hampshire
$5K
HFS
297
Horizon Financial Services
North Carolina
$5K
OIA
298
Optimum Investment Advisors
Illinois
$4K -$12.3K -150 -75%
RIM
299
Rockbridge Investment Management
New York
$4K -$1.88K -23 -34%
KFI
300
Key Financial Inc
Pennsylvania
$4K

AYX Hedge Fund Activity: Q2 2021 in Review

326 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Alteryx Inc (AYX) for Q2 2021, worth a combined $3.9B — up 1.1% from $3.85B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of AYX and 46 opened new positions — a net loss of 14 holders — while 88 trimmed existing stakes and 135 added.

The largest buyer was Mackenzie Financial, adding an estimated $71.5M. The largest seller was Capital Research Global Investors, cutting an estimated $117M.

  • 326 institutional investors held Alteryx Inc (AYX) as of Q2 2021, down from 341 in Q1 2021.
  • Funds reported $3.9B of Alteryx Inc stock for Q2 2021, up 1.1% quarter-over-quarter.
  • 46 funds opened new Alteryx Inc positions in Q2 2021 and 60 closed out, a net change of -14 holders.
  • The largest Alteryx Inc buyer in Q2 2021 was Mackenzie Financial, an estimated $71.5M added.
  • The largest Alteryx Inc seller in Q2 2021 was Capital Research Global Investors, an estimated $117M sold.

Based on aggregated 13F filings for Q2 2021.