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AZEK

The AZEK Co

Delisted

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

271 hedge funds and large institutions have $4.52B invested in The AZEK Co in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 107 increasing their positions, 73 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

989% more call options, than puts

Call options by funds: $7.09M | Put options by funds: $651K

120% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 25

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

47% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 73

21% more capital invested

Capital invested by funds: $3.75B → $4.52B (+$770M)

12% more funds holding

Funds holding: 241271 (+30)

6.02% less ownership

Funds ownership: 105.52%99.5% (-6%)

Holders
271
Holders Change
+30
Holders Change %
+12.45%
% of All Funds
4.25%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
55
Increased
107
Reduced
73
Closed
25
Calls
$7.09M
Puts
$651K
Net Calls
+$6.44M
Net Calls Change
+$735K
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
251
CVA Family Office
Colorado
$5K
HFM
252
Harvest Fund Management
China
$4K -$101K -3,920 -96%
AF
253
Allworth Financial
California
$3.45K
GI
254
Gradient Investments
Minnesota
$3.03K -$14.5K -560 -85%
GRP
255
Global Retirement Partners
California
$2.33K +$1.99K +77 New
GWS
256
Glassman Wealth Services
Virginia
$2.24K +$1.55K +60 +429%
IA
257
IFP Advisors
Florida
$2.06K
BIA
258
Bell Investment Advisors
California
$1.67K
CWA
259
Clearview Wealth Advisors
Oregon
$1.51K -$2.59K -100 -67%
JWA
260
JFS Wealth Advisors
Pennsylvania
$1.21K
FP
261
Financial Perspectives
Minnesota
$1K
BAAM
262
Baker Avenue Asset Management
California
$969
CFS
263
CGC Financial Services
Oregon
$757 +$647 +25 New
SIC
264
SJS Investment Consulting
Ohio
$515 +$26 +1 +6%
AF
265
Advisornet Financial
Minnesota
$515 +$103 +4 +31%
DI
266
Disciplined Investments
Oklahoma
$394 +$26 +1 +8%
CA
267
Crewe Advisors
Utah
$122 +$103 +4 New
LP
268
LMR Partners
United Kingdom
-$9.42M -400,000 Closed
ZP
269
Zimmer Partners
New York
-$6.9M -293,000 Closed
FG
270
Formula Growth
Quebec, Canada
-$2.31M -98,000 Closed
WPI
271
Walter Public Investments
Canada
-$1.8M -76,258 Closed
PFM
272
Premier Fund Managers
United Kingdom
-$1.5M -67,207 Closed
Amundi
273
Amundi
France
-$1.06M -46,812 Closed
DA
274
Duality Advisers
Florida
-$1.06M -45,095 Closed
BCM
275
Bayesian Capital Management
New York
-$899K -38,173 Closed

AZEK Hedge Fund Activity: Q2 2023 in Review

271 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in The AZEK Co (AZEK) for Q2 2023, worth a combined $4.52B — up 21% from $3.75B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new AZEK positions and 25 closed out — a net gain of 30 holders — while 107 added to existing stakes and 73 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $112M. The largest seller was Ares Management, cutting an estimated $335M.

  • 271 institutional investors held The AZEK Co (AZEK) as of Q2 2023, up from 241 in Q1 2023.
  • Funds reported $4.52B of The AZEK Co stock for Q2 2023, up 21% quarter-over-quarter.
  • 55 funds opened new The AZEK Co positions in Q2 2023 and 25 closed out, a net change of +30 holders.
  • The largest The AZEK Co buyer in Q2 2023 was Wellington Management Group, an estimated $112M added.
  • The largest The AZEK Co seller in Q2 2023 was Ares Management, an estimated $335M sold.

Based on aggregated 13F filings for Q2 2023.