Balyasny Asset Management’s Acuity Brands AYI Stock Holding History

Balyasny Asset Management’s Portfolio AYI Stock Details AYI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-15,000	Closed	-$3.27M	–	1158
2016 Q1	$3.27M	Sell	15,000 -5,000	-25%	-$1.03M	0.02%	620
2015 Q4	$4.68M	Buy	+20,000	New	+$4.34M	0.03%	507
2014 Q4	–	Sell	-45,000	Closed	-$5.3M	–	646
2014 Q3	$5.3M	Buy	45,000 +35,000	+350%	+$4.13M	0.04%	442
2014 Q2	$1.38M	Buy	+10,000	New	+$1.27M	0.02%	568

Other funds holding AYI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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.