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Acuity Brands

229 hedge funds and large institutions have $3.84B invested in Acuity Brands in 2013 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 96 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

21% more capital invested

Capital invested by funds: $3.17B → $3.84B (+$665M)

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

0% more funds holding

Funds holding: 229229 (0)

0.99% less ownership

Funds ownership: 98.81%97.82% (-0.99%)

31% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 96

64% less call options, than puts

Call options by funds: $3.1M | Put options by funds: $8.71M

Holders
229
Holders Change
Holders Change %
0%
% of All Funds
7.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
26
Increased
66
Reduced
96
Closed
23
Calls
$3.1M
Puts
$8.71M
Net Calls
-$5.62M
Net Calls Change
-$4.73M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$534M -$48.6M -555,685 -9%
AIM
2
abrdn Investment Management
United Kingdom
$263M -$8.35M -95,503 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$226M +$7.51M +85,870 +4%
CWAM
4
Columbia Wanger Asset Management
Illinois
$207M
JP Morgan Chase
5
JP Morgan Chase
New York
$203M +$27M +309,051 +16%
ACM
6
Atlanta Capital Management
Georgia
$196M -$4.08M -46,689 -2%
BFA
7
BlackRock Fund Advisors
California
$175M +$14.2M +162,609 +9%
State Street
8
State Street
Massachusetts
$137M -$2.46M -28,199 -2%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$124M +$5.78M +66,124 +5%
BIT
10
BlackRock Institutional Trust
California
$113M -$2.41M -27,541 -2%
BAMCO Inc
11
BAMCO Inc
New York
$92M
Bank of New York Mellon
12
Bank of New York Mellon
New York
$90.1M -$18.1M -206,556 -17%
Artisan Partners
13
Artisan Partners
Wisconsin
$82.6M +$12.7M +145,708 +19%
Northern Trust
14
Northern Trust
Illinois
$76.4M -$633K -7,237 -0.9%
Invesco
15
Invesco
Georgia
$60M -$820K -9,377 -1%
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
$51.8M +$49.2M +563,321 New
Ameriprise
17
Ameriprise
Minnesota
$51.5M +$8.38M +95,840 +21%
VOYA Investment Management
18
VOYA Investment Management
Georgia
$43.7M -$50.4M -576,594 -55%
CCI
19
Columbus Circle Investors
$41.4M +$190K +2,178 +0.5%
TAM
20
Tocqueville Asset Management
New York
$37.2M -$6.93M -79,293 -16%
BA
21
BlackRock Advisors
Delaware
$34.3M -$1.67M -19,103 -5%
American Century Companies
22
American Century Companies
Missouri
$34.1M +$30.4M +347,587 +1,542%
Norges Bank
23
Norges Bank
Norway
$32M
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$30.6M -$595K -6,810 -2%
MAA
25
Managed Account Advisors
New Jersey
$29.2M +$1.84M +21,022 +7%

AYI Hedge Fund Activity: Q3 2013 in Review

229 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Acuity Brands (AYI) for Q3 2013, worth a combined $3.84B — up 21% from $3.17B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new AYI positions and 23 closed out — a net gain of 3 holders — while 66 added to existing stakes and 96 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $49.2M. The largest seller was VOYA Investment Management, cutting an estimated $50.4M.

  • 229 institutional investors held Acuity Brands (AYI) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $3.84B of Acuity Brands stock for Q3 2013, up 21% quarter-over-quarter.
  • 26 funds opened new Acuity Brands positions in Q3 2013 and 23 closed out, a net change of +3 holders.
  • The largest Acuity Brands buyer in Q3 2013 was Lord, Abbett & Co, an estimated $49.2M added.
  • The largest Acuity Brands seller in Q3 2013 was VOYA Investment Management, an estimated $50.4M sold.

Based on aggregated 13F filings for Q3 2013.