Armstrong World Industries
260 hedge funds and large institutions have $5.46B invested in Armstrong World Industries in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 88 increasing their positions, 79 reducing their positions, and 23 closing their positions.
104% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 23
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
19% more capital invested
Capital invested by funds: $4.59B → $5.46B (+$870M)
11% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 79
8% more funds holding
Funds holding: 240 → 260 (+20)
1.93% less ownership
Funds ownership: 100.88% → 98.95% (-1.9%)
33% less call options, than puts
Call options by funds: $1.09M | Put options by funds: $1.64M
Top Buyers
| 1 |
Capital World Investors
Los Angeles,
California
|
+$28.8M |
| 2 |
Jennison Associates
New York
|
+$25.7M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$17.1M |
| 4 |
Renaissance Technologies
New York
|
+$12.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$10.8M |
Top Sellers
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$81.8M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$51.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$22.6M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$20.3M |
| 5 |
GCM
Gates Capital Management
New York
|
-$15.7M |
AWI Hedge Fund Activity: Q4 2021 in Review
260 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Armstrong World Industries (AWI) for Q4 2021, worth a combined $5.46B — up 19% from $4.59B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new AWI positions and 23 closed out — a net gain of 24 holders — while 88 added to existing stakes and 79 trimmed.
The largest buyer was Capital World Investors, adding an estimated $28.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $81.8M.
- 260 institutional investors held Armstrong World Industries (AWI) as of Q4 2021, up from 240 in Q3 2021.
- Funds reported $5.46B of Armstrong World Industries stock for Q4 2021, up 19% quarter-over-quarter.
- 47 funds opened new Armstrong World Industries positions in Q4 2021 and 23 closed out, a net change of +24 holders.
- The largest Armstrong World Industries buyer in Q4 2021 was Capital World Investors, an estimated $28.8M added.
- The largest Armstrong World Industries seller in Q4 2021 was T. Rowe Price Associates, an estimated $81.8M sold.
Based on aggregated 13F filings for Q4 2021.