Armstrong World Industries
AWI
167 hedge funds and large institutions have $2.73B invested in Armstrong World Industries in 2017 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 33 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
19% more call options, than puts
Call options by funds: $1.82M | Put options by funds: $1.53M
2.53% more ownership
Funds ownership: 108.93% → 111.47% (+2.5%)
5% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 59
1% more capital invested
Capital invested by funds: $2.71B → $2.73B (+$19.5M)
7% less funds holding
Funds holding: 180 → 167 (-13)
39% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$38.7M |
| 2 |
TAM
Timucuan Asset Management
Jacksonville,
Florida
|
+$19.2M |
| 3 |
Millennium Management
New York
|
+$16.7M |
| 4 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
+$15.1M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
+$9.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SP
Stockbridge Partners
Boston,
Massachusetts
|
-$26M |
| 2 |
Two Sigma Investments
New York
|
-$16.7M |
| 3 |
SC
Samlyn Capital
New York
|
-$12.3M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$11.1M |
| 5 |
AR
Advisory Research
Chicago,
Illinois
|
-$10.8M |
AWI Hedge Fund Activity: Q2 2017 in Review
167 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Armstrong World Industries (AWI) for Q2 2017, worth a combined $2.73B — up 0.72% from $2.71B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of AWI and 20 opened new positions — a net loss of 13 holders — while 59 trimmed existing stakes and 62 added.
The largest buyer was River Road Asset Management, opening a new position worth an estimated $38.7M. The largest seller was Stockbridge Partners, cutting an estimated $26M.
- 167 institutional investors held Armstrong World Industries (AWI) as of Q2 2017, down from 180 in Q1 2017.
- Funds reported $2.73B of Armstrong World Industries stock for Q2 2017, up 0.72% quarter-over-quarter.
- 20 funds opened new Armstrong World Industries positions in Q2 2017 and 33 closed out, a net change of -13 holders.
- The largest Armstrong World Industries buyer in Q2 2017 was River Road Asset Management, an estimated $38.7M added.
- The largest Armstrong World Industries seller in Q2 2017 was Stockbridge Partners, an estimated $26M sold.
Based on aggregated 13F filings for Q2 2017.