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Leslie's

214 hedge funds and large institutions have $1.43B invested in Leslie's in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 77 increasing their positions, 71 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more call options, than puts

Call options by funds: $5.69M | Put options by funds: $1.66M

21% more capital invested

Capital invested by funds: $1.18B → $1.43B (+$244M)

8% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 71

0.08% less ownership

Funds ownership: 5.68%5.6% (-0.08%)

4% less funds holding

Funds holding: 224214 (-10)

17% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 36

Holders
214
Holders Change
-10
Holders Change %
-4.46%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
30
Increased
77
Reduced
71
Closed
36
Calls
$5.69M
Puts
$1.66M
Net Calls
+$4.03M
Net Calls Change
+$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$204M +$8.7M +79,116 +6%
AI
2
Ariel Investments
Illinois
$202M +$23.3M +212,200 +17%
Vanguard Group
3
Vanguard Group
Pennsylvania
$132M +$2.71M +24,620 +3%
CCP
4
Clarkston Capital Partners
Michigan
$126M +$13.1M +119,003 +15%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$118M -$505K -4,592 -0.5%
CIP
6
Champlain Investment Partners
Vermont
$102M -$2.9M -26,355 -3%
State Street
7
State Street
Massachusetts
$53M +$1.77M +16,078 +4%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$49.5M +$2.46M +22,403 +7%
DC
9
Davenport & Co
Virginia
$27.8M +$4.65M +42,281 +27%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$27.4M +$1.05M +9,534 +5%
Morgan Stanley
11
Morgan Stanley
New York
$21M +$7M +63,626 +72%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$20.8M -$1.11M -10,130 -6%
Northern Trust
13
Northern Trust
Illinois
$19.5M +$2.17M +19,746 +16%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$18.2M +$2.23M +20,232 +18%
Natixis Advisors
15
Natixis Advisors
Massachusetts
$15.4M +$7.08M +64,401 +137%
Capital Research Global Investors
16
Capital Research Global Investors
California
$15.2M -$6.99M -63,543 -37%
GIP
17
Granite Investment Partners
California
$14.6M +$4.99M +45,385 +75%
Ameriprise
18
Ameriprise
Minnesota
$13.4M +$203K +1,845 +2%
Wells Fargo
19
Wells Fargo
California
$13.3M -$2.07M -18,796 -16%
Charles Schwab
20
Charles Schwab
California
$12.8M +$1.11M +10,054 +12%
RP
21
Reinhart Partners
Wisconsin
$11.3M -$1.77M -16,105 -16%
RJA
22
Raymond James & Associates
Florida
$11.1M -$2.03M -18,477 -19%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$11M +$252K +2,289 +3%
PMG
24
Private Management Group
California
$10.7M -$3.37M -30,599 -28%
Goldman Sachs
25
Goldman Sachs
New York
$9.76M +$1.2M +10,914 +18%

LESL Hedge Fund Activity: Q4 2023 in Review

214 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Leslie's (LESL) for Q4 2023, worth a combined $1.43B — up 21% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of LESL and 30 opened new positions — a net loss of 6 holders — while 71 trimmed existing stakes and 77 added.

The largest buyer was Ariel Investments, adding an estimated $23.3M. The largest seller was River Road Asset Management, exiting entirely with an estimated $29.9M sold.

  • 214 institutional investors held Leslie's (LESL) as of Q4 2023, down from 224 in Q3 2023.
  • Funds reported $1.43B of Leslie's stock for Q4 2023, up 21% quarter-over-quarter.
  • 30 funds opened new Leslie's positions in Q4 2023 and 36 closed out, a net change of -6 holders.
  • The largest Leslie's buyer in Q4 2023 was Ariel Investments, an estimated $23.3M added.
  • The largest Leslie's seller in Q4 2023 was River Road Asset Management, an estimated $29.9M sold.

Based on aggregated 13F filings for Q4 2023.