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AZEK

The AZEK Co

Delisted

AZEK was delisted on the 30th of June, 2025.

241 hedge funds and large institutions have $3.75B invested in The AZEK Co in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 76 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

528% more call options, than puts

Call options by funds: $6.78M | Put options by funds: $1.08M

40% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 25

22% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 76

16% more capital invested

Capital invested by funds: $3.22B → $3.75B (+$529M)

4% more funds holding

Funds holding: 231241 (+10)

1.41% less ownership

Funds ownership: 106.93%105.52% (-1.4%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
241
Holders Change
+10
Holders Change %
+4.33%
% of All Funds
3.84%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
35
Increased
93
Reduced
76
Closed
25
Calls
$6.78M
Puts
$1.08M
Net Calls
+$5.7M
Net Calls Change
+$2.63M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
226
Allworth Financial
California
$2.68K
IA
227
IFP Advisors
Florida
$1.85K -$5.44K -230 -77%
TWA
228
TCI Wealth Advisors
Arizona
$1.58K +$24 +1 +2%
BIA
229
Bell Investment Advisors
California
$1.29K +$544 +23 +72%
BTI
230
Blue Trust Inc
Georgia
$1K +$947 +40 +333%
SFG
231
Steward Financial Group
Texas
$1K +$1.11K +47 +427%
SC
232
Schubert & Co
Texas
$966 +$260 +11 +37%
JWA
233
JFS Wealth Advisors
Pennsylvania
$942 +$473 +20 +100%
LFG
234
Larson Financial Group
Missouri
$918
FP
235
Financial Perspectives
Minnesota
$777
BAAM
236
Baker Avenue Asset Management
California
$753
EI
237
Ellevest Inc
New York
$565
SIC
238
SJS Investment Consulting
Ohio
$377 +$213 +9 +129%
GWS
239
Glassman Wealth Services
Virginia
$330
AF
240
Advisornet Financial
Minnesota
$306 +$95 +4 +44%
DI
241
Disciplined Investments
Oklahoma
$282 +$47 +2 +20%
SCA
242
Southpoint Capital Advisors
New York
-$34.7M -1,708,802 Closed
FMI
243
Fiduciary Management Inc
Wisconsin
-$28.4M -1,396,907 Closed
DDPIC
244
Deroy & Devereaux Private Investment Counsel
Michigan
-$13.7M -674,589 Closed
MCM
245
Moore Capital Management
New York
-$6.39M -314,533 Closed
WMSA
246
Weiss Multi-Strategy Advisers
New York
-$2.13M -105,040 Closed
Holocene Advisors
247
Holocene Advisors
New York
-$1.91M -94,066 Closed
Jane Street
248
Jane Street
New York
-$2.06M -86,985 Closed
E
249
Ergoteles
New York
-$997K -49,074 Closed
QC
250
Quadrature Capital
United Kingdom
-$848K -41,731 Closed

AZEK Hedge Fund Activity: Q1 2023 in Review

241 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in The AZEK Co (AZEK) for Q1 2023, worth a combined $3.75B — up 16% from $3.22B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new AZEK positions and 25 closed out — a net gain of 10 holders — while 93 added to existing stakes and 76 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $51.2M. The largest seller was Ares Management, cutting an estimated $113M.

  • 241 institutional investors held The AZEK Co (AZEK) as of Q1 2023, up from 231 in Q4 2022.
  • Funds reported $3.75B of The AZEK Co stock for Q1 2023, up 16% quarter-over-quarter.
  • 35 funds opened new The AZEK Co positions in Q1 2023 and 25 closed out, a net change of +10 holders.
  • The largest The AZEK Co buyer in Q1 2023 was Wellington Management Group, an estimated $51.2M added.
  • The largest The AZEK Co seller in Q1 2023 was Ares Management, an estimated $113M sold.

Based on aggregated 13F filings for Q1 2023.