Balyasny Asset Management’s Acuity Brands AYI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.43M | Sell |
30,071
-106,892
| -78% | -$32.5M | 0.01% | 1112 |
|
|
2025
Q4 | $49.3M | Buy |
136,963
+64,746
| +90% | +$23.4M | 0.06% | 361 |
|
|
2025
Q3 | $24.9M | Sell |
72,217
-328,623
| -82% | -$105M | 0.03% | 619 |
|
|
2025
Q2 | $120M | Buy |
+400,840
| New | +$104M | 0.18% | 119 |
|
|
2025
Q1 | – | Sell |
-94,160
| Closed | -$27.5M | – | 2784 |
|
|
2024
Q4 | $27.5M | Buy |
+94,160
| New | +$29.4M | 0.04% | 530 |
|
|
2024
Q2 | – | Sell |
-35,967
| Closed | -$9.67M | – | 2569 |
|
|
2024
Q1 | $9.67M | Buy |
+35,967
| New | +$8.71M | 0.02% | 941 |
|
|
2023
Q1 | – | Sell |
-452
| Closed | -$74.9K | – | 2644 |
|
|
2022
Q4 | $74.9K | Sell |
452
-240,572
| -100% | -$42.7M | ﹤0.01% | 2287 |
|
|
2022
Q3 | $38M | Buy |
241,024
+230,700
| +2,235% | +$39M | 0.12% | 213 |
|
|
2022
Q2 | $1.59M | Sell |
10,324
-108,940
| -91% | -$18.5M | 0.01% | 1528 |
|
|
2022
Q1 | $22.6M | Buy |
+119,264
| New | +$22.9M | 0.07% | 378 |
|
|
2021
Q2 | – | Sell |
-56,449
| Closed | -$9.31M | – | 1956 |
|
|
2021
Q1 | $9.31M | Buy |
+56,449
| New | +$7.2M | 0.05% | 504 |
|
|
2020
Q4 | – | Sell |
-15,122
| Closed | -$1.55M | – | 1321 |
|
|
2020
Q3 | $1.55M | Buy |
+15,122
| New | +$1.55M | 0.01% | 903 |
|
|
2019
Q4 | – | Sell |
-7,407
| Closed | -$998K | – | 1158 |
|
|
2019
Q3 | $998K | Buy |
+7,407
| New | +$965K | 0.01% | 834 |
|
|
2019
Q2 | – | Sell |
-86,583
| Closed | -$10.4M | – | 1465 |
|
|
2019
Q1 | $10.4M | Buy |
86,583
+3,594
| +4% | +$447K | 0.07% | 373 |
|
|
2018
Q4 | $9.54M | Sell |
82,989
-92,224
| -53% | -$11.4M | 0.07% | 368 |
|
|
2018
Q3 | $27.5M | Buy |
175,213
+169,396
| +2,912% | +$24.3M | 0.13% | 227 |
|
|
2018
Q2 | $674K | Buy |
+5,817
| New | +$709K | ﹤0.01% | 1250 |
|
|
2018
Q1 | – | Sell |
-21,411
| Closed | -$3.77M | – | 1931 |
|
|
2017
Q4 | $3.77M | Buy |
21,411
+16,710
| +355% | +$2.78M | 0.01% | 949 |
|
|
2017
Q3 | $805K | Buy |
+4,701
| New | +$876K | ﹤0.01% | 1225 |
|
|
2017
Q2 | – | Sell |
-47,557
| Closed | -$9.7M | – | 1466 |
|
|
2017
Q1 | $9.7M | Buy |
47,557
+46,297
| +3,674% | +$9.78M | 0.05% | 501 |
|
|
2016
Q4 | $291K | Buy |
+1,260
| New | +$306K | ﹤0.01% | 1229 |
|
|
2016
Q3 | – | Sell |
-21,328
| Closed | -$5.29M | – | 1004 |
|
|
2016
Q2 | $5.29M | Buy |
+21,328
| New | +$5.33M | 0.03% | 494 |
|
|
2015
Q4 | – | Sell |
-4,480
| Closed | -$972K | – | 1228 |
|
|
2015
Q3 | $787K | Buy |
+4,480
| New | +$871K | 0.01% | 752 |
|
|
2015
Q2 | – | Sell |
-1,500
| Closed | -$252K | – | 1136 |
|
|
2015
Q1 | $252K | Buy |
+1,500
| New | +$235K | ﹤0.01% | 809 |
|
Other funds holding AYI
VPM
VCM
Balyasny Asset Management's AYI Position: Q1 2026 in Review
Balyasny Asset Management reduced its Acuity Brands (AYI) stake by 78% in Q1 2026, selling an estimated $32.5M and leaving 30,071 shares worth $8.43M. The position accounts for 0.01% of the portfolio, ranked #1112.
Balyasny Asset Management first reported a position in AYI in Q1 2015 and has held it in 24 quarters since. The position peaked at $120M in Q2 2025. 582 funds tracked by Wall St. Rank hold AYI as of Q1 2026.
- Balyasny Asset Management held 30,071 shares of Acuity Brands worth $8.43M as of Q1 2026.
- Balyasny Asset Management sold 106,892 Acuity Brands shares in Q1 2026, an estimated $32.5M.
- Acuity Brands made up 0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1112 holding.
- Balyasny Asset Management first reported a position in Acuity Brands in Q1 2015 and has held it in 24 quarters since.
- Balyasny Asset Management's Acuity Brands position peaked at $120M in Q2 2025.
- 582 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2026.
Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.