Leslie's
LESL
224 hedge funds and large institutions have $615M invested in Leslie's in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 65 increasing their positions, 75 reducing their positions, and 52 closing their positions.
224% more call options, than puts
Call options by funds: $686K | Put options by funds: $212K
2% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 52
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less funds holding
Funds holding: 225 → 224 (-1)
0.6% less ownership
Funds ownership: 5.86% → 5.26% (-0.6%)
13% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 75
32% less capital invested
Capital invested by funds: $908M → $615M (-$293M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Ariel Investments
Chicago,
Illinois
|
+$30.7M |
| 2 |
PMG
Private Management Group
Irvine,
California
|
+$9.41M |
| 3 |
ER
EVR Research
Richmond,
Virginia
|
+$7.74M |
| 4 |
Millennium Management
New York
|
+$7.55M |
| 5 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$6.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$49.1M |
| 2 |
DC
Davenport & Co
Richmond,
Virginia
|
-$21.9M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$21.4M |
| 4 |
Janus Henderson Group
London,
|
-$19.8M |
| 5 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$16.6M |
LESL Hedge Fund Activity: Q3 2024 in Review
224 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Leslie's (LESL) for Q3 2024, worth a combined $615M — down 32% from $908M a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new LESL positions and 52 closed out — a net gain of 1 holder — while 65 added to existing stakes and 75 trimmed.
The largest buyer was Ariel Investments, adding an estimated $30.7M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $49.1M.
- 224 institutional investors held Leslie's (LESL) as of Q3 2024, down from 225 in Q2 2024.
- Funds reported $615M of Leslie's stock for Q3 2024, down 32% quarter-over-quarter.
- 53 funds opened new Leslie's positions in Q3 2024 and 52 closed out, a net change of +1 holder.
- The largest Leslie's buyer in Q3 2024 was Ariel Investments, an estimated $30.7M added.
- The largest Leslie's seller in Q3 2024 was Kayne Anderson Rudnick Investment Management, an estimated $49.1M sold.
Based on aggregated 13F filings for Q3 2024.