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Acuity Brands
AYI

335 hedge funds and large institutions have $6.58B invested in Acuity Brands in 2015 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 124 increasing their positions, 104 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 3 → 9 (+6)

138% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 29

19% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 104

16% more capital invested

Capital invested by funds: $5.66B → $6.58B (+$918M)

13% more funds holding

Funds holding: 297 → 335 (+38)

3.02% less ownership

Funds ownership: 93.35% → 90.33% (-3%)

62% less call options, than puts

Call options by funds: $12M | Put options by funds: $31.4M

Holders
335
Holders Change
+38
Holders Change %
+12.79%
% of All Funds
8.93%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.24%
New
69
Increased
124
Reduced
104
Closed
29
Calls
$12M
Puts
$31.4M
Net Calls
-$19.4M
Net Calls Change
-$28.4M

Top Buyers

1
CGM
Capital Growth Management
Massachusetts
+$60.4M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$44.7M
3
SI
Scout Investments
Missouri
+$34.1M
4
TA
Teachers Advisors
New York
+$26.9M
5
Franklin Resources
Franklin Resources
California
+$26.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$156M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$134M
3
JP Morgan Chase
JP Morgan Chase
New York
-$101M
4
AIM
abrdn Investment Management
United Kingdom
-$71.5M
5
CWAM
Columbia Wanger Asset Management
Illinois
-$45.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWMPD
326
Integrated Wealth Management (Palm Desert)
California
$6K +$5.96K +38 New
TCA
327
Tortoise Capital Advisors
Kansas
$5K – – –
Northwestern Mutual Wealth Management
328
Northwestern Mutual Wealth Management
Wisconsin
$5K +$157 +1 +3%
WA
329
WealthTrust-Arizona
Arizona
$4K +$3.29K +21 New
OSNBOA
330
Old Second National Bank of Aurora
Illinois
$4K +$3.92K +25 New
SIA
331
Stancorp Investment Advisers
Oregon
$2K – – –
CGT
332
Capital Guardian Trust
California
$2K +$1.41K +9 New
RCG
333
Ruggie Capital Group
Florida
$2K +$1.88K +12 New
HCM
334
Herndon Capital Management
Georgia
$1K +$1.57K +10 New
WG
335
Welch Group
Alabama
$168 – – –
CIP
336
Chartwell Investment Partners
Pennsylvania
– -$14.1M -100,971 Closed
CCM
337
Cadian Capital Management
New York
– -$4.9M -35,000 Closed
Belvedere Trading
338
Belvedere Trading
Illinois
– -$3.45M -24,603 Closed
PP
339
PDT Partners
New York
– -$2.39M -17,078 Closed
GLAM
340
Gardner Lewis Asset Management
Pennsylvania
– -$1.51M -10,750 Closed
AAP
341
Ardsley Advisory Partners
Connecticut
– -$1.37M -9,800 Closed
AI
342
Analytic Investors
California
– -$1.32M -9,404 Closed
MC
343
Menta Capital
California
– -$1.25M -8,940 Closed
IP
344
Interval Partners
New York
– -$1.12M -7,996 Closed
GMIM
345
General Motors Investment Management
New York
– -$1.05M -7,499 Closed
WG
346
Winton Group
United Kingdom
– -$977K -6,972 Closed
CG
347
Clinton Group
New York
– -$607K -4,336 Closed
POA
348
Pergamon Offshore Advisors
New York
– -$594K -4,241 Closed
Rafferty Asset Management
349
Rafferty Asset Management
New York
– -$575K -4,108 Closed
CWM
350
Concert Wealth Management
California
– -$472K -3,369 Closed
11 12 13
14
15

AYI Hedge Fund Activity: Q1 2015 in Review

335 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Acuity Brands (AYI) for Q1 2015, worth a combined $6.58B — up 16% from $5.66B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new AYI positions and 29 closed out — a net gain of 40 holders — while 124 added to existing stakes and 104 trimmed.

The largest buyer was Capital Growth Management, opening a new position worth an estimated $60.4M. The largest seller was Fidelity Investments, cutting an estimated $156M.

  • 335 institutional investors held Acuity Brands (AYI) as of Q1 2015, up from 297 in Q4 2014.
  • Funds reported $6.58B of Acuity Brands stock for Q1 2015, up 16% quarter-over-quarter.
  • 69 funds opened new Acuity Brands positions in Q1 2015 and 29 closed out, a net change of +40 holders.
  • The largest Acuity Brands buyer in Q1 2015 was Capital Growth Management, an estimated $60.4M added.
  • The largest Acuity Brands seller in Q1 2015 was Fidelity Investments, an estimated $156M sold.

Based on aggregated 13F filings for Q1 2015.