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Acuity Brands

350 hedge funds and large institutions have $4.52B invested in Acuity Brands in 2020 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 83 increasing their positions, 147 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 43

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

13% more capital invested

Capital invested by funds: $3.98B → $4.52B (+$536M)

4% more funds holding

Funds holding: 335350 (+15)

2.72% more ownership

Funds ownership: 98.76%101.49% (+2.7%)

44% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 147

50% less call options, than puts

Call options by funds: $11.3M | Put options by funds: $22.5M

Holders
350
Holders Change
+15
Holders Change %
+4.48%
% of All Funds
6.19%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
60
Increased
83
Reduced
147
Closed
43
Calls
$11.3M
Puts
$22.5M
Net Calls
-$11.2M
Net Calls Change
+$871K
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
276
CAPTRUST Financial Advisors
North Carolina
$201K -$15.7K -146 -8%
RP
277
Rowlandmiller & Partners
Georgia
$194K
AAM
278
Advisors Asset Management
Colorado
$180K -$81.8K -763 -34%
SAM
279
Shell Asset Management
Netherlands
$180K
ICOM
280
Investment Counselors of Maryland
Maryland
$154K
Simplex Trading
281
Simplex Trading
Illinois
$131K +$117K +1,090 New
VRM
282
Vectors Research Management
New York
$121K +$107K +1,000 New
Osaic Holdings
283
Osaic Holdings
Arizona
$88K -$5.68K -53 -7%
EP
284
Eudaimonia Partners
Tennessee
$79K -$107 -1 -0.2%
QI
285
QV Investors
Alberta, Canada
$72K
HIIFS
286
Harel Insurance Investments & Financial Services
Israel
$58K +$16.1K +150 New
CCA
287
Column Capital Advisors
Indiana
$57K
CFD
288
Creative Financial Designs
Indiana
$55K
FFA
289
Freedman Financial Associates
Massachusetts
$50K +$44.6K +416 New
HA
290
H2O AM
United Kingdom
$48K -$32.2K -300 -43%
AA
291
Ancora Advisors
Ohio
$40K +$35.4K +330 New
AF
292
Allworth Financial
California
$35K -$42.9K -400 -58%
CI Investments Inc
293
CI Investments Inc
Ontario, Canada
$32K +$15.7K +146 +125%
AWA
294
Arkadios Wealth Advisors
Georgia
$29K
OSAM
295
O'Shaughnessy Asset Management
Connecticut
$27K +$7.72K +72 +47%
LWCFA
296
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K
LWANC
297
Laurel Wealth Advisors (North Carolina)
North Carolina
$22K
Fifth Third Bancorp
298
Fifth Third Bancorp
Ohio
$22K +$6.97K +65 +58%
VAIA
299
Virtus Alternative Investment Advisers
Connecticut
$18K
PA
300
Parallel Advisors
California
$17K -$10.6K -99 -41%

AYI Hedge Fund Activity: Q4 2020 in Review

350 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Acuity Brands (AYI) for Q4 2020, worth a combined $4.52B — up 13% from $3.98B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new AYI positions and 43 closed out — a net gain of 17 holders — while 83 added to existing stakes and 147 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $78.7M. The largest seller was Fidelity Investments, cutting an estimated $43.1M.

  • 350 institutional investors held Acuity Brands (AYI) as of Q4 2020, up from 335 in Q3 2020.
  • Funds reported $4.52B of Acuity Brands stock for Q4 2020, up 13% quarter-over-quarter.
  • 60 funds opened new Acuity Brands positions in Q4 2020 and 43 closed out, a net change of +17 holders.
  • The largest Acuity Brands buyer in Q4 2020 was LSV Asset Management, an estimated $78.7M added.
  • The largest Acuity Brands seller in Q4 2020 was Fidelity Investments, an estimated $43.1M sold.

Based on aggregated 13F filings for Q4 2020.