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AZEK

The AZEK Co

Delisted

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

237 hedge funds and large institutions have $6.17B invested in The AZEK Co in 2021 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 109 increasing their positions, 35 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 20

211% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 35

25% more call options, than puts

Call options by funds: $12.6M | Put options by funds: $10.1M

25% more funds holding

Funds holding: 190237 (+47)

9% more capital invested

Capital invested by funds: $5.65B → $6.17B (+$524M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.08% less ownership

Funds ownership: 94.98%94.91% (-0.08%)

Holders
237
Holders Change
+47
Holders Change %
+24.74%
% of All Funds
4.16%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
68
Increased
109
Reduced
35
Closed
20
Calls
$12.6M
Puts
$10.1M
Net Calls
+$2.56M
Net Calls Change
-$3.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
201
Bank of Montreal
Ontario, Canada
$87K +$80.7K +1,887 +11,100%
TRCT
202
Tower Research Capital (TRC)
New York
$86K +$30.6K +715 +53%
LSA
203
Leonteq Securities AG
Switzerland
$84.1K +$42.8K +1,000 +100%
Skandinaviska Enskilda Banken (SEB)
204
Skandinaviska Enskilda Banken (SEB)
Sweden
$84K
US Bancorp
205
US Bancorp
Minnesota
$78K +$25.7K +600 +48%
CG
206
Cutler Group
California
$51K -$24.6K -575 -32%
GWM
207
Geneos Wealth Management
Colorado
$48K
KFP
208
KB Financial Partners
New Jersey
$47K +$48.2K +1,127 New
PNC Financial Services Group
209
PNC Financial Services Group
Pennsylvania
$36K -$108K -2,520 -74%
FP
210
Financial Perspectives
Minnesota
$33K +$58K +1,355 +4,106%
ACM
211
Allred Capital Management
Texas
$29.9K +$30.4K +710 New
S
212
SignatureFD
Georgia
$29K
CTC
213
Central Trust Company
Missouri
$28K
RAM
214
Riggs Asset Management
Pennsylvania
$26K
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$25K
HFM
216
Harvest Fund Management
China
$23K +$23.4K +547 New
IAIM
217
International Assets Investment Management
Florida
$20K
PA
218
Parallel Advisors
California
$19K +$6.42K +150 +50%
CWP
219
Concord Wealth Partners
Virginia
$13K
LFG
220
Larson Financial Group
Missouri
$7K
MWP
221
Meridian Wealth Partners
Pennsylvania
$4K -$20.3K -475 -83%
TPCW
222
TD Private Client Wealth
New York
$3.2K +$3.25K +76 New
SFS
223
Sowell Financial Services
Arkansas
$3K
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$3K +$941 +22 +40%
TWA
225
TCI Wealth Advisors
Arizona
$3K +$2.74K +64 New

AZEK Hedge Fund Activity: Q1 2021 in Review

237 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in The AZEK Co (AZEK) for Q1 2021, worth a combined $6.17B — up 9.3% from $5.65B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AZEK positions and 20 closed out — a net gain of 48 holders — while 109 added to existing stakes and 35 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $95.2M. The largest seller was Ares Management, cutting an estimated $492M.

  • 237 institutional investors held The AZEK Co (AZEK) as of Q1 2021, up from 190 in Q4 2020.
  • Funds reported $6.17B of The AZEK Co stock for Q1 2021, up 9.3% quarter-over-quarter.
  • 68 funds opened new The AZEK Co positions in Q1 2021 and 20 closed out, a net change of +48 holders.
  • The largest The AZEK Co buyer in Q1 2021 was Fidelity Investments, an estimated $95.2M added.
  • The largest The AZEK Co seller in Q1 2021 was Ares Management, an estimated $492M sold.

Based on aggregated 13F filings for Q1 2021.