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Acuity Brands

281 hedge funds and large institutions have $5.33B invested in Acuity Brands in 2014 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 76 increasing their positions, 111 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 16

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

21% more call options, than puts

Call options by funds: $27.5M | Put options by funds: $22.8M

19% more capital invested

Capital invested by funds: $4.46B → $5.33B (+$864M)

18% more funds holding

Funds holding: 238281 (+43)

1.68% less ownership

Funds ownership: 95.44%93.76% (-1.7%)

32% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 111

Holders
281
Holders Change
+43
Holders Change %
+18.07%
% of All Funds
8.12%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.14%
New
60
Increased
76
Reduced
111
Closed
16
Calls
$27.5M
Puts
$22.8M
Net Calls
+$4.75M
Net Calls Change
+$3.92M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$682M -$46.4M -350,755 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$351M +$11.2M +84,636 +3%
JP Morgan Chase
3
JP Morgan Chase
New York
$345M +$13.3M +100,452 +4%
BFA
4
BlackRock Fund Advisors
California
$254M -$7.92M -59,925 -3%
CWAM
5
Columbia Wanger Asset Management
Illinois
$237M -$59.8M -452,700 -20%
ACM
6
Atlanta Capital Management
Georgia
$226M -$46.3M -350,167 -17%
State Street
7
State Street
Massachusetts
$194M -$357K -2,698 -0.2%
BIT
8
BlackRock Institutional Trust
California
$168M +$4.51M +34,117 +3%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$165M +$64.9M +491,481 +65%
AIM
10
abrdn Investment Management
United Kingdom
$153M -$166M -1,257,054 -52%
American Century Companies
11
American Century Companies
Missouri
$140M +$55.9M +423,318 +67%
Artisan Partners
12
Artisan Partners
Wisconsin
$125M -$424K -3,205 -0.3%
BAMCO Inc
13
BAMCO Inc
New York
$119M
Northern Trust
14
Northern Trust
Illinois
$103M -$5.67M -42,903 -5%
Norges Bank
15
Norges Bank
Norway
$75.4M +$31.9M +241,197 +74%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$70.1M -$43.6M -329,944 -38%
Invesco
17
Invesco
Georgia
$65.8M -$20.4M -154,276 -24%
CCI
18
Columbus Circle Investors
$64.1M +$6.72M +50,856 +12%
Wells Fargo
19
Wells Fargo
California
$63.9M +$56.4M +426,867 +779%
SCM
20
Sirios Capital Management
Massachusetts
$61.8M +$18.9M +143,246 +44%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$51.2M -$21.8M -164,948 -30%
BA
22
BlackRock Advisors
Delaware
$48.2M -$14.4M -108,679 -23%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$47.8M +$47.6M +360,316 New
Ameriprise
24
Ameriprise
Minnesota
$39.3M -$4.82M -36,439 -11%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$37.7M +$3.82M +28,918 +11%

AYI Hedge Fund Activity: Q1 2014 in Review

281 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Acuity Brands (AYI) for Q1 2014, worth a combined $5.33B — up 19% from $4.46B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new AYI positions and 16 closed out — a net gain of 44 holders — while 76 added to existing stakes and 111 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $64.9M. The largest seller was abrdn Investment Management, cutting an estimated $166M.

  • 281 institutional investors held Acuity Brands (AYI) as of Q1 2014, up from 238 in Q4 2013.
  • Funds reported $5.33B of Acuity Brands stock for Q1 2014, up 19% quarter-over-quarter.
  • 60 funds opened new Acuity Brands positions in Q1 2014 and 16 closed out, a net change of +44 holders.
  • The largest Acuity Brands buyer in Q1 2014 was Wellington Management Group, an estimated $64.9M added.
  • The largest Acuity Brands seller in Q1 2014 was abrdn Investment Management, an estimated $166M sold.

Based on aggregated 13F filings for Q1 2014.