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AZEK

The AZEK Co

Delisted

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

323 hedge funds and large institutions have $5.62B invested in The AZEK Co in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 100 increasing their positions, 128 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,361% more call options, than puts

Call options by funds: $16.6M | Put options by funds: $1.14M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

94% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 32

29% more capital invested

Capital invested by funds: $4.35B → $5.62B (+$1.28B)

9% more funds holding

Funds holding: 297323 (+26)

2.22% more ownership

Funds ownership: 97.34%99.55% (+2.2%)

22% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 128

Holders
323
Holders Change
+26
Holders Change %
+8.75%
% of All Funds
4.71%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
62
Increased
100
Reduced
128
Closed
32
Calls
$16.6M
Puts
$1.14M
Net Calls
+$15.5M
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$500M +$1.76M +56,612 +0.4%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$465M +$1.31M +42,132 +0.3%
Capital Research Global Investors
3
Capital Research Global Investors
California
$406M +$24.2K +776 +0%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$292M +$16.1M +516,523 +7%
BlackRock
5
BlackRock
New York
$289M -$2.27M -72,855 -1%
Morgan Stanley
6
Morgan Stanley
New York
$220M +$89.7M +2,877,391 +100%
Capital World Investors
7
Capital World Investors
California
$166M
AllianceBernstein
8
AllianceBernstein
Tennessee
$161M +$13.3M +425,344 +11%
UBS AM
9
UBS AM
Illinois
$135M -$2.1M -67,504 -2%
Invesco
10
Invesco
Georgia
$115M +$9.95M +318,997 +12%
Citadel Advisors
11
Citadel Advisors
Florida
$108M -$1.51M -48,295 -2%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$105M -$12.6M -405,253 -13%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$95.9M +$2.49M +79,761 +3%
JP Morgan Chase
14
JP Morgan Chase
New York
$90.5M -$15M -481,667 -17%
American Century Companies
15
American Century Companies
Missouri
$86.3M +$8.72M +279,587 +14%
State Street
16
State Street
Massachusetts
$86.1M +$5.28M +169,505 +8%
WA
17
Wasatch Advisors
Utah
$84.8M +$990K +31,752 +1%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$82.3M +$2.75M +88,204 +4%
Impax Asset Management Group
19
Impax Asset Management Group
United Kingdom
$77.3M -$10.8M -346,351 -15%
Brown Advisory
20
Brown Advisory
Maryland
$72M -$218K -6,998 -0.4%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$71.8M -$14.7M -470,353 -20%
Adage Capital Partners
22
Adage Capital Partners
Massachusetts
$63.4M +$12.7M +407,625 +33%
Westfield Capital Management
23
Westfield Capital Management
Massachusetts
$55.9M +$9.16M +293,895 +25%
Allspring Global Investments
24
Allspring Global Investments
North Carolina
$51.5M -$16.7M -537,015 -28%
AIM
25
Artemis Investment Management
United Kingdom
$50.5M -$6.81M -218,516 -14%

AZEK Hedge Fund Activity: Q4 2023 in Review

323 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in The AZEK Co (AZEK) for Q4 2023, worth a combined $5.62B — up 29% from $4.35B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new AZEK positions and 32 closed out — a net gain of 30 holders — while 100 added to existing stakes and 128 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $89.7M. The largest seller was Ares Management, exiting entirely with an estimated $41.3M sold.

  • 323 institutional investors held The AZEK Co (AZEK) as of Q4 2023, up from 297 in Q3 2023.
  • Funds reported $5.62B of The AZEK Co stock for Q4 2023, up 29% quarter-over-quarter.
  • 62 funds opened new The AZEK Co positions in Q4 2023 and 32 closed out, a net change of +30 holders.
  • The largest The AZEK Co buyer in Q4 2023 was Morgan Stanley, an estimated $89.7M added.
  • The largest The AZEK Co seller in Q4 2023 was Ares Management, an estimated $41.3M sold.

Based on aggregated 13F filings for Q4 2023.