Leslie's
LESL
233 hedge funds and large institutions have $2B invested in Leslie's in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 91 increasing their positions, 79 reducing their positions, and 48 closing their positions.
174% more call options, than puts
Call options by funds: $5.62M | Put options by funds: $2.05M
15% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 79
0.26% more ownership
Funds ownership: 5.54% → 5.79% (+0.26%)
4% less funds holding
Funds holding: 243 → 233 (-10)
11% less capital invested
Capital invested by funds: $2.24B → $2B (-$239M)
21% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Ariel Investments
Chicago,
Illinois
|
+$49M |
| 2 |
BlackRock
New York
|
+$48.2M |
| 3 |
CCP
Clarkston Capital Partners
Rochester,
Michigan
|
+$28.9M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$24.5M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$19.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
-$44.1M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$22.6M |
| 3 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$21.5M |
| 4 |
Lazard Asset Management
New York
|
-$17.1M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$16M |
LESL Hedge Fund Activity: Q2 2023 in Review
233 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Leslie's (LESL) for Q2 2023, worth a combined $2B — down 11% from $2.24B a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of LESL and 38 opened new positions — a net loss of 10 holders — while 79 trimmed existing stakes and 91 added.
The largest buyer was Ariel Investments, adding an estimated $49M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $44.1M sold.
- 233 institutional investors held Leslie's (LESL) as of Q2 2023, down from 243 in Q1 2023.
- Funds reported $2B of Leslie's stock for Q2 2023, down 11% quarter-over-quarter.
- 38 funds opened new Leslie's positions in Q2 2023 and 48 closed out, a net change of -10 holders.
- The largest Leslie's buyer in Q2 2023 was Ariel Investments, an estimated $49M added.
- The largest Leslie's seller in Q2 2023 was William Blair Investment Management, an estimated $44.1M sold.
Based on aggregated 13F filings for Q2 2023.