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Armstrong World Industries

366 hedge funds and large institutions have $6.3B invested in Armstrong World Industries in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 132 increasing their positions, 125 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,645% more call options, than puts

Call options by funds: $41.1M | Put options by funds: $1.5M

73% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 33

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

10% more capital invested

Capital invested by funds: $5.74B → $6.3B (+$559M)

6% more funds holding

Funds holding: 344366 (+22)

2.31% more ownership

Funds ownership: 100.01%102.32% (+2.3%)

6% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 125

Holders
366
Holders Change
+22
Holders Change %
+6.4%
% of All Funds
4.82%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
57
Increased
132
Reduced
125
Closed
33
Calls
$41.1M
Puts
$1.5M
Net Calls
+$39.6M
Net Calls Change
-$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$774M +$2.88M +19,631 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$657M +$5.08M +34,579 +0.7%
LCOV
3
London Company of Virginia
Virginia
$396M -$2.88M -19,625 -0.7%
Capital International Investors
4
Capital International Investors
California
$351M +$385K +2,618 +0.1%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$271M -$6.32M -43,009 -2%
State Street
6
State Street
Massachusetts
$213M +$7.48M +50,932 +4%
Kayne Anderson Rudnick Investment Management
7
Kayne Anderson Rudnick Investment Management
California
$188M -$1.27M -8,634 -0.6%
BAM
8
Burgundy Asset Management
Ontario, Canada
$169M +$2.91M +19,787 +2%
AllianceBernstein
9
AllianceBernstein
Tennessee
$169M -$12.8M -87,248 -7%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$136M -$6.17M -41,977 -4%
YAM
11
Yacktman Asset Management
Texas
$133M -$8.17M -55,587 -6%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$132M +$49.1M +333,983 +56%
TAM
13
Timucuan Asset Management
Florida
$131M -$352K -2,398 -0.3%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$125M +$5.25M +35,738 +4%
Adage Capital Partners
15
Adage Capital Partners
Massachusetts
$94.1M +$57.2M +389,000 +140%
Bank of America
16
Bank of America
North Carolina
$89.8M -$772K -5,256 -0.8%
GCM
17
Gates Capital Management
New York
$87M -$9.55M -65,000 -10%
VBA
18
Van Berkom & Associates
Quebec, Canada
$86.6M -$15.5M -105,754 -15%
Alyeska Investment Group
19
Alyeska Investment Group
Illinois
$75.3M +$56.9M +387,537 +267%
MAM
20
Madison Asset Management
Wisconsin
$75.2M +$5.59M +38,020 +8%
MIA
21
Madison Investment Advisors
Wisconsin
$75.2M +$78.2M +532,387 New
Natixis Advisors
22
Natixis Advisors
Massachusetts
$73.4M +$4.01M +27,275 +6%
Norges Bank
23
Norges Bank
Norway
$71.8M +$1.04M +7,057 +1%
Invesco
24
Invesco
Georgia
$71.8M +$15.1M +102,895 +25%
CB
25
Cooke & Bieler
Pennsylvania
$70.6M -$3.69M -25,110 -5%

AWI Hedge Fund Activity: Q4 2024 in Review

366 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Armstrong World Industries (AWI) for Q4 2024, worth a combined $6.3B — up 9.7% from $5.74B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AWI positions and 33 closed out — a net gain of 24 holders — while 132 added to existing stakes and 125 trimmed.

The largest buyer was Adage Capital Partners, adding an estimated $57.2M. The largest seller was Fidelity Investments, cutting an estimated $24.3M.

  • 366 institutional investors held Armstrong World Industries (AWI) as of Q4 2024, up from 344 in Q3 2024.
  • Funds reported $6.3B of Armstrong World Industries stock for Q4 2024, up 9.7% quarter-over-quarter.
  • 57 funds opened new Armstrong World Industries positions in Q4 2024 and 33 closed out, a net change of +24 holders.
  • The largest Armstrong World Industries buyer in Q4 2024 was Adage Capital Partners, an estimated $57.2M added.
  • The largest Armstrong World Industries seller in Q4 2024 was Fidelity Investments, an estimated $24.3M sold.

Based on aggregated 13F filings for Q4 2024.