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Acuity Brands

437 hedge funds and large institutions have $6.37B invested in Acuity Brands in 2018 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 121 increasing their positions, 180 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

47% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 53

31% more capital invested

Capital invested by funds: $4.85B → $6.37B (+$1.52B)

4% more funds holding

Funds holding: 419437 (+18)

1.16% less ownership

Funds ownership: 102.17%101.01% (-1.2%)

33% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 180

45% less call options, than puts

Call options by funds: $60.7M | Put options by funds: $109M

Holders
437
Holders Change
+18
Holders Change %
+4.3%
% of All Funds
9.99%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
78
Increased
121
Reduced
180
Closed
53
Calls
$60.7M
Puts
$109M
Net Calls
-$48.7M
Net Calls Change
+$58.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$637M -$13.1M -91,217 -2%
GIM
2
Generation Investment Management
United Kingdom
$580M -$28.8M -200,867 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$552M -$6.57M -45,773 -1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$312M -$59.1M -411,648 -17%
IVA
5
International Value Advisers
$240M -$78M -543,718 -26%
ACM
6
Atlanta Capital Management
Georgia
$237M -$36.3M -252,664 -14%
JP Morgan Chase
7
JP Morgan Chase
New York
$236M +$27.9M +194,259 +15%
State Street
8
State Street
Massachusetts
$207M -$27.9M -194,450 -13%
Ameriprise
9
Ameriprise
Minnesota
$186M -$11.4M -79,326 -6%
American Century Companies
10
American Century Companies
Missouri
$162M +$16.8M +116,800 +13%
Citadel Advisors
11
Citadel Advisors
Florida
$125M +$76M +529,259 +200%
Wells Fargo
12
Wells Fargo
California
$110M -$12.2M -84,719 -11%
Norges Bank
13
Norges Bank
Norway
$92.9M -$13.2M -91,810 -13%
VNIM
14
Vaughan Nelson Investment Management
Texas
$92.8M +$84.7M +590,015 New
PAM
15
Panagora Asset Management
Massachusetts
$92.1M +$50.8M +353,786 +153%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$89.9M +$7.04M +49,050 +9%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$74.4M -$2.34M -16,292 -3%
SCP
18
Seizert Capital Partners
Michigan
$71.4M +$65.2M +454,157 New
Fidelity International
19
Fidelity International
Bermuda
$71.2M -$1.49M -10,414 -2%
VVP
20
Vulcan Value Partners
Alabama
$70.5M -$63.1M -439,741 -50%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$64.3M -$3.42M -23,802 -6%
Northern Trust
22
Northern Trust
Illinois
$59.7M -$1.5M -10,481 -3%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$57.8M -$354K -2,467 -0.7%
LSV Asset Management
24
LSV Asset Management
Illinois
$52.5M +$47.5M +330,822 +9,730%
Goldman Sachs
25
Goldman Sachs
New York
$52.3M -$83.5M -581,939 -64%

AYI Hedge Fund Activity: Q3 2018 in Review

437 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Acuity Brands (AYI) for Q3 2018, worth a combined $6.37B — up 31% from $4.85B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new AYI positions and 53 closed out — a net gain of 25 holders — while 121 added to existing stakes and 180 trimmed.

The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $84.7M. The largest seller was Goldman Sachs, cutting an estimated $83.5M.

  • 437 institutional investors held Acuity Brands (AYI) as of Q3 2018, up from 419 in Q2 2018.
  • Funds reported $6.37B of Acuity Brands stock for Q3 2018, up 31% quarter-over-quarter.
  • 78 funds opened new Acuity Brands positions in Q3 2018 and 53 closed out, a net change of +25 holders.
  • The largest Acuity Brands buyer in Q3 2018 was Vaughan Nelson Investment Management, an estimated $84.7M added.
  • The largest Acuity Brands seller in Q3 2018 was Goldman Sachs, an estimated $83.5M sold.

Based on aggregated 13F filings for Q3 2018.