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AYX

Alteryx Inc

Delisted

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

302 hedge funds and large institutions have $3.17B invested in Alteryx Inc in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 95 increasing their positions, 93 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 39

20% more capital invested

Capital invested by funds: $2.64B → $3.17B (+$525M)

7% more funds holding

Funds holding: 281302 (+21)

2% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 93

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

7% less call options, than puts

Call options by funds: $326M | Put options by funds: $350M

Holders
302
Holders Change
+21
Holders Change %
+7.47%
% of All Funds
4.81%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
64
Increased
95
Reduced
93
Closed
39
Calls
$326M
Puts
$350M
Net Calls
-$23.1M
Net Calls Change
-$28.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
276
Spire Wealth Management
Virginia
$4.12K +$3.26K +56 +400%
BTI
277
Blue Trust Inc
Georgia
$4K +$3.56K +61 +359%
EI
278
Ellevest Inc
New York
$3.94K
BWL
279
Bogart Wealth LLC
Virginia
$3.53K
CSPIA
280
Cary Street Partners Investment Advisory
Virginia
$2.94K
FMB
281
Field & Main Bank
Kentucky
$2.94K
WP
282
WealthPLAN Partners
Nebraska
$2.71K +$2.68K +46 New
Pacer Advisors
283
Pacer Advisors
Pennsylvania
$2.65K +$233 +4 +10%
CIA
284
Cape Investment Advisory
Georgia
$2.47K +$2.45K +42 New
BAM
285
Bellevue Asset Management
Washington
$1.59K
EWA
286
EverSource Wealth Advisors
Alabama
$1.47K
HI
287
Hoey Investments
Pennsylvania
$1.41K
ME
288
McIlrath & Eck
Washington
$1.18K
PMFA
289
Plante Moran Financial Advisors
Michigan
$1.18K +$1.17K +20 New
VF
290
VitalStone Financial
Texas
$1K
CWA
291
Clearview Wealth Advisors
Oregon
$1K +$233 +4 +31%
IA
292
IFP Advisors
Florida
$808 -$34K -584 -96%
2L
293
25 LLC
Missouri
$654 +$1.05K +18 New
BIA
294
Bell Investment Advisors
California
$648
MA
295
MCF Advisors
Kentucky
$648
NSG
296
Nalls Sherbakoff Group
Tennessee
$622 +$641 +11 New
HWM
297
HighMark Wealth Management
Minnesota
$588
HCM
298
Hollencrest Capital Management
California
$530
NC
299
NewSquare Capital
Pennsylvania
$353
TFM
300
TFC Financial Management
Massachusetts
$236 +$233 +4 New

AYX Hedge Fund Activity: Q1 2023 in Review

302 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Alteryx Inc (AYX) for Q1 2023, worth a combined $3.17B — up 20% from $2.64B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new AYX positions and 39 closed out — a net gain of 25 holders — while 95 added to existing stakes and 93 trimmed.

The largest buyer was Assenagon Asset Management, adding an estimated $70.6M. The largest seller was Capital World Investors, cutting an estimated $101M.

  • 302 institutional investors held Alteryx Inc (AYX) as of Q1 2023, up from 281 in Q4 2022.
  • Funds reported $3.17B of Alteryx Inc stock for Q1 2023, up 20% quarter-over-quarter.
  • 64 funds opened new Alteryx Inc positions in Q1 2023 and 39 closed out, a net change of +25 holders.
  • The largest Alteryx Inc buyer in Q1 2023 was Assenagon Asset Management, an estimated $70.6M added.
  • The largest Alteryx Inc seller in Q1 2023 was Capital World Investors, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2023.