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AZEK

The AZEK Co

Delisted

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

383 hedge funds and large institutions have $7.34B invested in The AZEK Co in 2025 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 123 increasing their positions, 123 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more funds holding in top 10

Funds holding in top 10: 18 (+7)

245% more call options, than puts

Call options by funds: $46.9M | Put options by funds: $13.6M

85% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 53

12% more funds holding

Funds holding: 341383 (+42)

7% more capital invested

Capital invested by funds: $6.87B → $7.34B (+$468M)

3.21% more ownership

Funds ownership: 101.27%104.48% (+3.2%)

0% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 123

Holders
383
Holders Change
+42
Holders Change %
+12.32%
% of All Funds
5.14%
Holding in Top 10
8
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+700%
% of All Funds
0.11%
New
98
Increased
123
Reduced
123
Closed
53
Calls
$46.9M
Puts
$13.6M
Net Calls
+$33.3M
Net Calls Change
+$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
51
Scopus Asset Management
New York
$31.3M -$687K -14,500 -2%
SAMU
52
SONA Asset Management (US)
New York
$29.2M +$28.3M +598,200 New
N
53
Nuveen
North Carolina
$28.7M -$1.77M -37,444 -6%
SCPM
54
Sea Cliff Partners Management
California
$28.6M +$4.94M +104,376 +22%
HMCP
55
Hook Mill Capital Partners
New York
$27.7M +$18.5M +390,915 +221%
BNP Paribas Asset Management
56
BNP Paribas Asset Management
France
$25.9M -$14.7M -310,667 -37%
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.9M -$11.7M -247,268 -32%
Grantham, Mayo, Van Otterloo & Co (GMO)
58
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$25.8M +$2.27M +48,006 +10%
Corient Private Wealth
59
Corient Private Wealth
Florida
$25.7M -$2.9M -61,133 -10%
GI
60
Gradient Investments
Minnesota
$24.5M +$4.3M +90,711 +22%
WCM Investment Management
61
WCM Investment Management
California
$24.4M -$1.42M -29,921 -6%
Goldman Sachs
62
Goldman Sachs
New York
$23.7M +$2.73M +57,545 +13%
RIM
63
Ranger Investment Management
Texas
$23.1M +$8.4M +177,262 +60%
Neuberger Berman Group
64
Neuberger Berman Group
New York
$22.4M +$21M +442,757 +2,775%
AV
65
ASR Vermogensbeheer
Netherlands
$22.2M +$21.5M +454,844 New
Point72 Asset Management
66
Point72 Asset Management
Connecticut
$21.6M +$4.33M +91,343 +26%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$21.5M +$10.1M +213,821 +94%
TI
68
Tidal Investments
Wisconsin
$21M -$1.48M -31,184 -7%
CAM
69
Congress Asset Management
Massachusetts
$20.9M +$2.17M +45,916 +12%
Bessemer Group
70
Bessemer Group
New Jersey
$20.7M +$6.91M +145,849 +52%
GL
71
Governors Lane
New York
$19.9M +$19.3M +407,900 New
KC
72
Kryger Capital
United Kingdom
$19.9M +$19.2M +406,287 New
Axa
73
Axa
France
$19.3M -$2.43M -51,283 -11%
Lazard Asset Management
74
Lazard Asset Management
New York
$18.2M +$1.34M +28,372 +8%
GIP
75
Granite Investment Partners
California
$17.7M +$387K +8,163 +2%

AZEK Hedge Fund Activity: Q1 2025 in Review

383 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in The AZEK Co (AZEK) for Q1 2025, worth a combined $7.34B — up 6.8% from $6.87B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new AZEK positions and 53 closed out — a net gain of 45 holders — while 123 added to existing stakes and 123 trimmed.

The largest buyer was Davidson Kempner Capital Management, opening a new position worth an estimated $257M. The largest seller was BlackRock, cutting an estimated $359M.

  • 383 institutional investors held The AZEK Co (AZEK) as of Q1 2025, up from 341 in Q4 2024.
  • Funds reported $7.34B of The AZEK Co stock for Q1 2025, up 6.8% quarter-over-quarter.
  • 98 funds opened new The AZEK Co positions in Q1 2025 and 53 closed out, a net change of +45 holders.
  • The largest The AZEK Co buyer in Q1 2025 was Davidson Kempner Capital Management, an estimated $257M added.
  • The largest The AZEK Co seller in Q1 2025 was BlackRock, an estimated $359M sold.

Based on aggregated 13F filings for Q1 2025.