Acuity Brands
AYI
434 hedge funds and large institutions have $6.3B invested in Acuity Brands in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 133 increasing their positions, 161 reducing their positions, and 27 closing their positions.
148% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 27
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
17% more capital invested
Capital invested by funds: $5.4B → $6.3B (+$905M)
9% more funds holding
Funds holding: 399 → 434 (+35)
1.77% less ownership
Funds ownership: 101.43% → 99.66% (-1.8%)
17% less repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 161
81% less call options, than puts
Call options by funds: $10.4M | Put options by funds: $55.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$22.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$18.2M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$16.3M |
| 4 |
Man Group
London,
United Kingdom
|
+$14.1M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$56.3M |
| 2 |
Squarepoint
New York
|
-$25.7M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$24.5M |
| 4 |
Millennium Management
New York
|
-$23.8M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$21.3M |
AYI Hedge Fund Activity: Q4 2023 in Review
434 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Acuity Brands (AYI) for Q4 2023, worth a combined $6.3B — up 17% from $5.4B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new AYI positions and 27 closed out — a net gain of 40 holders — while 133 added to existing stakes and 161 trimmed.
The largest buyer was Fuller & Thaler Asset Management, adding an estimated $22.9M. The largest seller was Morgan Stanley, cutting an estimated $56.3M.
- 434 institutional investors held Acuity Brands (AYI) as of Q4 2023, up from 399 in Q3 2023.
- Funds reported $6.3B of Acuity Brands stock for Q4 2023, up 17% quarter-over-quarter.
- 67 funds opened new Acuity Brands positions in Q4 2023 and 27 closed out, a net change of +40 holders.
- The largest Acuity Brands buyer in Q4 2023 was Fuller & Thaler Asset Management, an estimated $22.9M added.
- The largest Acuity Brands seller in Q4 2023 was Morgan Stanley, an estimated $56.3M sold.
Based on aggregated 13F filings for Q4 2023.