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Armstrong World Industries
AWI

326 hedge funds and large institutions have $5.56B invested in Armstrong World Industries in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 100 increasing their positions, 114 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

861% more call options, than puts

Call options by funds: $35.9M | Put options by funds: $3.74M

162% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 29

17% more capital invested

Capital invested by funds: $4.75B → $5.56B (+$809M)

16% more funds holding

Funds holding: 282 → 326 (+44)

7.14% less ownership

Funds ownership: 109.31% → 102.18% (-7.1%)

12% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 114

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
326
Holders Change
+44
Holders Change %
+15.6%
% of All Funds
4.7%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
76
Increased
100
Reduced
114
Closed
29
Calls
$35.9M
Puts
$3.74M
Net Calls
+$32.2M
Net Calls Change
+$31M

Top Buyers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$41.2M
2
Los Angeles Capital Management
Los Angeles Capital Management
California
+$34.8M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$30.8M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$21.8M
5
Bank of America
Bank of America
North Carolina
+$15.9M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$190M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$98.3M
3
RRAM
River Road Asset Management
Kentucky
-$75.5M
4
Prudential Financial
Prudential Financial
New Jersey
-$41.8M
5
CB
Cooke & Bieler
Pennsylvania
-$33.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$692M +$735K +6,663 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$585M -$5.73M -51,888 -1%
Capital International Investors
3
Capital International Investors
California
$407M -$190M -1,719,207 -34%
LCOV
4
London Company of Virginia
Virginia
$336M +$6.82M +61,781 +2%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$235M +$30.8M +279,263 +17%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$186M -$10.1M -91,588 -6%
State Street
7
State Street
Massachusetts
$179M +$1.7M +15,373 +1%
Kayne Anderson Rudnick Investment Management
8
Kayne Anderson Rudnick Investment Management
California
$178M -$2.61M -23,691 -2%
TAM
9
Timucuan Asset Management
Florida
$143M +$2.48M +22,497 +2%
BAM
10
Burgundy Asset Management
Ontario, Canada
$141M +$1.48M +13,380 +1%
YAM
11
Yacktman Asset Management
Texas
$138M -$5.5M -49,862 -4%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$133M +$2.02M +18,299 +2%
CB
13
Cooke & Bieler
Pennsylvania
$126M -$33.4M -302,350 -23%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$97.1M +$13.3M +120,474 +18%
GCM
15
Gates Capital Management
New York
$96.8M -$12M -108,790 -12%
RRAM
16
River Road Asset Management
Kentucky
$92.4M -$75.5M -684,519 -48%
VBA
17
Van Berkom & Associates
Quebec, Canada
$88.3M -$24.9M -226,037 -24%
Bank of America
18
Bank of America
North Carolina
$76.9M +$15.9M +143,653 +30%
Ameriprise
19
Ameriprise
Minnesota
$75.7M +$1.23M +11,132 +2%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$70.2M -$98.3M -890,785 -61%
Citadel Advisors
21
Citadel Advisors
Florida
$63M +$15.7M +142,626 +39%
Norges Bank
22
Norges Bank
Norway
$61.2M +$6.87M +62,226 +14%
Charles Schwab
23
Charles Schwab
California
$56.6M +$2.06M +18,631 +4%
MAM
24
Madison Asset Management
Wisconsin
$51.8M +$5.18M +46,939 +13%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$48.6M -$2.64M -23,906 -6%
1
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AWI Hedge Fund Activity: Q1 2024 in Review

326 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Armstrong World Industries (AWI) for Q1 2024, worth a combined $5.56B — up 17% from $4.75B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new AWI positions and 29 closed out — a net gain of 47 holders — while 100 added to existing stakes and 114 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $41.2M. The largest seller was Capital International Investors, cutting an estimated $190M.

  • 326 institutional investors held Armstrong World Industries (AWI) as of Q1 2024, up from 282 in Q4 2023.
  • Funds reported $5.56B of Armstrong World Industries stock for Q1 2024, up 17% quarter-over-quarter.
  • 76 funds opened new Armstrong World Industries positions in Q1 2024 and 29 closed out, a net change of +47 holders.
  • The largest Armstrong World Industries buyer in Q1 2024 was Adage Capital Partners, an estimated $41.2M added.
  • The largest Armstrong World Industries seller in Q1 2024 was Capital International Investors, an estimated $190M sold.

Based on aggregated 13F filings for Q1 2024.