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Armstrong World Industries

271 hedge funds and large institutions have $4.75B invested in Armstrong World Industries in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 84 increasing their positions, 109 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $41.5M | Put options by funds: $17.1M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.66% more ownership

Funds ownership: 100.36%101.02% (+0.66%)

0% less capital invested

Capital invested by funds: $4.77B → $4.75B (-$20.8M)

5% less funds holding

Funds holding: 286271 (-15)

23% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 109

33% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 43

Holders
271
Holders Change
-15
Holders Change %
-5.24%
% of All Funds
5.94%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
29
Increased
84
Reduced
109
Closed
43
Calls
$41.5M
Puts
$17.1M
Net Calls
+$24.4M
Net Calls Change
-$29.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$44.2M -$2.27M -23,609 -5%
Ameriprise
27
Ameriprise
Minnesota
$37.2M -$8.74M -90,729 -19%
Charles Schwab
28
Charles Schwab
California
$36.2M +$9.25M +96,061 +34%
MC
29
MIG Capital
California
$34.4M
RRAM
30
River Road Asset Management
Kentucky
$30.8M -$3.72M -38,651 -11%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$27.8M +$1.38M +14,372 +5%
SCP
32
Sandhill Capital Partners
New York
$27.4M +$765K +7,944 +3%
MCM
33
Melvin Capital Management
New York
$27.1M +$2.41M +25,000 +10%
Los Angeles Capital Management
34
Los Angeles Capital Management
California
$26.5M -$57.8K -600 -0.2%
Loomis, Sayles & Company
35
Loomis, Sayles & Company
Massachusetts
$25.9M -$46.3K -481 -0.2%
JP Morgan Chase
36
JP Morgan Chase
New York
$25.8M -$22.4M -232,286 -47%
Wellington Management Group
37
Wellington Management Group
Massachusetts
$25.7M -$5.33M -55,350 -17%
AR
38
Advisory Research
Illinois
$24.8M -$7.22M -75,004 -23%
AL
39
AJO LP
Pennsylvania
$22.5M +$16.7M +173,379 +295%
Capital Fund Management (CFM)
40
Capital Fund Management (CFM)
France
$20.4M +$4.67M +48,529 +30%
Deutsche Bank
41
Deutsche Bank
Germany
$20.2M -$1.92M -19,884 -9%
William Blair Investment Management
42
William Blair Investment Management
Illinois
$19.7M +$322K +3,338 +2%
CC
43
Carlson Capital
Texas
$19.1M +$1.4M +14,580 +8%
N
44
Nuveen
North Carolina
$18.1M +$404K +4,197 +2%
Canada Pension Plan Investment Board
45
Canada Pension Plan Investment Board
Ontario, Canada
$17.5M -$785K -8,150 -4%
Janus Henderson Group
46
Janus Henderson Group
United Kingdom
$17.1M +$1.85M +19,254 +12%
Invesco
47
Invesco
Georgia
$16.4M +$6.03M +62,630 +59%
GLA
48
Great Lakes Advisors
Illinois
$14.2M +$2.65M +27,503 +23%
UBS Group
49
UBS Group
Switzerland
$14M -$2.29M -23,802 -14%
ET
50
Equitable Trust
Tennessee
$13.2M +$2.07M +21,439 +19%

AWI Hedge Fund Activity: Q3 2019 in Review

271 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Armstrong World Industries (AWI) for Q3 2019, worth a combined $4.75B — down 0.44% from $4.77B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of AWI and 29 opened new positions — a net loss of 14 holders — while 109 trimmed existing stakes and 84 added.

The largest buyer was Capital International Investors, adding an estimated $51.6M. The largest seller was Lazard Asset Management, cutting an estimated $40.1M.

  • 271 institutional investors held Armstrong World Industries (AWI) as of Q3 2019, down from 286 in Q2 2019.
  • Funds reported $4.75B of Armstrong World Industries stock for Q3 2019, down 0.44% quarter-over-quarter.
  • 29 funds opened new Armstrong World Industries positions in Q3 2019 and 43 closed out, a net change of -14 holders.
  • The largest Armstrong World Industries buyer in Q3 2019 was Capital International Investors, an estimated $51.6M added.
  • The largest Armstrong World Industries seller in Q3 2019 was Lazard Asset Management, an estimated $40.1M sold.

Based on aggregated 13F filings for Q3 2019.