Acuity Brands
AYI
476 hedge funds and large institutions have $7.84B invested in Acuity Brands in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 127 increasing their positions, 181 reducing their positions, and 41 closing their positions.
107% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 41
24% more capital invested
Capital invested by funds: $6.3B → $7.84B (+$1.53B)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
10% more funds holding
Funds holding: 434 → 476 (+42)
4.79% less ownership
Funds ownership: 99.66% → 94.87% (-4.8%)
12% less call options, than puts
Call options by funds: $20.3M | Put options by funds: $23M
30% less repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 181
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$76.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$25.5M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$19.3M |
| 4 |
IP
Interval Partners
New York
|
+$18.9M |
| 5 |
GCM
Genus Capital Management
Vancouver,
British Columbia, Canada
|
+$16.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$123M |
| 2 |
Pzena Investment Management
New York
|
-$97.8M |
| 3 |
SSM
Sound Shore Management
Greenwich,
Connecticut
|
-$39.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$34M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$25.5M |
AYI Hedge Fund Activity: Q1 2024 in Review
476 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Acuity Brands (AYI) for Q1 2024, worth a combined $7.84B — up 24% from $6.3B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new AYI positions and 41 closed out — a net gain of 44 holders — while 127 added to existing stakes and 181 trimmed.
The largest buyer was Invesco, adding an estimated $76.3M. The largest seller was Cooke & Bieler, exiting entirely with an estimated $123M sold.
- 476 institutional investors held Acuity Brands (AYI) as of Q1 2024, up from 434 in Q4 2023.
- Funds reported $7.84B of Acuity Brands stock for Q1 2024, up 24% quarter-over-quarter.
- 85 funds opened new Acuity Brands positions in Q1 2024 and 41 closed out, a net change of +44 holders.
- The largest Acuity Brands buyer in Q1 2024 was Invesco, an estimated $76.3M added.
- The largest Acuity Brands seller in Q1 2024 was Cooke & Bieler, an estimated $123M sold.
Based on aggregated 13F filings for Q1 2024.