Leslie's
LESL
225 hedge funds and large institutions have $908M invested in Leslie's in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 73 increasing their positions, 76 reducing their positions, and 46 closing their positions.
15% more call options, than puts
Call options by funds: $1.58M | Put options by funds: $1.38M
0.37% more ownership
Funds ownership: 5.49% → 5.86% (+0.37%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 46
4% less repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 76
1% less funds holding
Funds holding: 228 → 225 (-3)
31% less capital invested
Capital invested by funds: $1.32B → $908M (-$411M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Ariel Investments
Chicago,
Illinois
|
+$56.5M |
| 2 |
CCP
Clarkston Capital Partners
Rochester,
Michigan
|
+$25.6M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$24.9M |
| 4 |
CCM
Clearfield Capital Management
New York
|
+$17.1M |
| 5 |
Goldman Sachs
New York
|
+$7.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$51.1M |
| 2 |
GIP
Granite Investment Partners
El Segundo,
California
|
-$13M |
| 3 |
Bank of New York Mellon
New York
|
-$7.48M |
| 4 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$7.34M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$5.86M |
LESL Hedge Fund Activity: Q2 2024 in Review
225 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Leslie's (LESL) for Q2 2024, worth a combined $908M — down 31% from $1.32B a quarter earlier.
Sellers outnumbered buyers: 46 funds closed out of LESL and 45 opened new positions — a net loss of 1 holder — while 76 trimmed existing stakes and 73 added.
The largest buyer was Ariel Investments, adding an estimated $56.5M. The largest seller was Champlain Investment Partners, cutting an estimated $51.1M.
- 225 institutional investors held Leslie's (LESL) as of Q2 2024, down from 228 in Q1 2024.
- Funds reported $908M of Leslie's stock for Q2 2024, down 31% quarter-over-quarter.
- 45 funds opened new Leslie's positions in Q2 2024 and 46 closed out, a net change of -1 holder.
- The largest Leslie's buyer in Q2 2024 was Ariel Investments, an estimated $56.5M added.
- The largest Leslie's seller in Q2 2024 was Champlain Investment Partners, an estimated $51.1M sold.
Based on aggregated 13F filings for Q2 2024.