Armstrong World Industries
AWI
174 hedge funds and large institutions have $2.96B invested in Armstrong World Industries in 2017 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 63 increasing their positions, 62 reducing their positions, and 14 closing their positions.
87% more call options, than puts
Call options by funds: $2.8M | Put options by funds: $1.49M
80% more funds holding in top 10
Funds holding in top 10: 5 → 9 (+4)
50% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 14
8% more capital invested
Capital invested by funds: $2.73B → $2.96B (+$231M)
4% more funds holding
Funds holding: 167 → 174 (+7)
2% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 62
2.35% less ownership
Funds ownership: 111.47% → 109.12% (-2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Timucuan Asset Management
Jacksonville,
Florida
|
+$24.3M |
| 2 |
Millennium Management
New York
|
+$15.1M |
| 3 |
MC
MIG Capital
Newport Beach,
California
|
+$11.2M |
| 4 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$8.99M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$8.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
-$23.2M |
| 2 |
SP
Stockbridge Partners
Boston,
Massachusetts
|
-$18.7M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$18.3M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
-$17.9M |
| 5 |
State Street
Boston,
Massachusetts
|
-$16.2M |
AWI Hedge Fund Activity: Q3 2017 in Review
174 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Armstrong World Industries (AWI) for Q3 2017, worth a combined $2.96B — up 8.5% from $2.73B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new AWI positions and 14 closed out — a net gain of 7 holders — while 63 added to existing stakes and 62 trimmed.
The largest buyer was Timucuan Asset Management, adding an estimated $24.3M. The largest seller was London Company of Virginia, cutting an estimated $23.2M.
- 174 institutional investors held Armstrong World Industries (AWI) as of Q3 2017, up from 167 in Q2 2017.
- Funds reported $2.96B of Armstrong World Industries stock for Q3 2017, up 8.5% quarter-over-quarter.
- 21 funds opened new Armstrong World Industries positions in Q3 2017 and 14 closed out, a net change of +7 holders.
- The largest Armstrong World Industries buyer in Q3 2017 was Timucuan Asset Management, an estimated $24.3M added.
- The largest Armstrong World Industries seller in Q3 2017 was London Company of Virginia, an estimated $23.2M sold.
Based on aggregated 13F filings for Q3 2017.