Armstrong World Industries
282 hedge funds and large institutions have $4.75B invested in Armstrong World Industries in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 94 increasing their positions, 98 reducing their positions, and 36 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
89% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 36
48% more capital invested
Capital invested by funds: $3.21B → $4.75B (+$1.54B)
16% more call options, than puts
Call options by funds: $9.11M | Put options by funds: $7.86M
11% more funds holding
Funds holding: 253 → 282 (+29)
10.05% more ownership
Funds ownership: 99.26% → 109.31% (+10%)
4% less repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 98
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$281M |
| 2 |
State Street
Boston,
Massachusetts
|
+$58.7M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$51.1M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$47.1M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$42.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$53.9M |
| 2 |
GCM
Gates Capital Management
New York
|
-$53.8M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$33.1M |
| 4 |
Bank of New York Mellon
New York
|
-$26.5M |
| 5 |
Millennium Management
New York
|
-$26M |
AWI Hedge Fund Activity: Q4 2023 in Review
282 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Armstrong World Industries (AWI) for Q4 2023, worth a combined $4.75B — up 48% from $3.21B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new AWI positions and 36 closed out — a net gain of 32 holders — while 94 added to existing stakes and 98 trimmed.
The largest buyer was BlackRock, adding an estimated $281M. The largest seller was River Road Asset Management, cutting an estimated $53.9M.
- 282 institutional investors held Armstrong World Industries (AWI) as of Q4 2023, up from 253 in Q3 2023.
- Funds reported $4.75B of Armstrong World Industries stock for Q4 2023, up 48% quarter-over-quarter.
- 68 funds opened new Armstrong World Industries positions in Q4 2023 and 36 closed out, a net change of +32 holders.
- The largest Armstrong World Industries buyer in Q4 2023 was BlackRock, an estimated $281M added.
- The largest Armstrong World Industries seller in Q4 2023 was River Road Asset Management, an estimated $53.9M sold.
Based on aggregated 13F filings for Q4 2023.