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Acuity Brands

387 hedge funds and large institutions have $5.2B invested in Acuity Brands in 2019 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 114 increasing their positions, 155 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 47

5% more capital invested

Capital invested by funds: $4.93B → $5.2B (+$270M)

3.43% more ownership

Funds ownership: 91.69%95.11% (+3.4%)

0% more funds holding

Funds holding: 387387 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

26% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 155

66% less call options, than puts

Call options by funds: $18.6M | Put options by funds: $53.9M

Holders
387
Holders Change
Holders Change %
0%
% of All Funds
7.63%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
55
Increased
114
Reduced
155
Closed
47
Calls
$18.6M
Puts
$53.9M
Net Calls
-$35.3M
Net Calls Change
+$31M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$601M +$19.5M +151,955 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$538M +$30.6M +237,938 +6%
GIM
3
Generation Investment Management
United Kingdom
$267M -$87.9M -683,849 -26%
ACM
4
Atlanta Capital Management
Georgia
$220M +$7.31M +56,830 +4%
JP Morgan Chase
5
JP Morgan Chase
New York
$208M -$9.42M -73,274 -5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$200M +$58.8M +457,001 +46%
State Street
7
State Street
Massachusetts
$189M +$2.16M +16,826 +1%
American Century Companies
8
American Century Companies
Missouri
$176M +$6.23M +48,451 +4%
IVA
9
International Value Advisers
$173M -$21.1M -163,858 -12%
Renaissance Technologies
10
Renaissance Technologies
New York
$141M +$14.7M +114,116 +13%
AQR Capital Management
11
AQR Capital Management
Connecticut
$134M +$68.6M +533,321 +121%
CB
12
Cooke & Bieler
Pennsylvania
$127M +$112M +870,734 +1,671%
Fidelity International
13
Fidelity International
Bermuda
$75.9M +$8.94M +69,547 +14%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$70.4M +$1.38M +10,709 +2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$69.6M +$4.53M +35,212 +7%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$69.6M +$34.6M +269,236 +115%
Norges Bank
17
Norges Bank
Norway
$65.6M
Prudential Financial
18
Prudential Financial
New Jersey
$62.6M +$18.6M +144,779 +47%
SCP
19
Seizert Capital Partners
Michigan
$62.3M -$1.83M -14,255 -3%
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$60.6M -$8.76M -68,101 -13%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$60.5M -$137K -1,066 -0.2%
Northern Trust
22
Northern Trust
Illinois
$56M -$6.66M -51,808 -11%
ATO
23
Alecta Tjanstepension Omsesidigt
Sweden
$55.1M
Goldman Sachs
24
Goldman Sachs
New York
$45.6M +$11.3M +87,910 +36%
RP
25
Riverbridge Partners
Minnesota
$44.9M -$675K -5,249 -2%

AYI Hedge Fund Activity: Q4 2019 in Review

387 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Acuity Brands (AYI) for Q4 2019, worth a combined $5.2B — up 5.5% from $4.93B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new AYI positions and 47 closed out — a net gain of 8 holders — while 114 added to existing stakes and 155 trimmed.

The largest buyer was Cooke & Bieler, adding an estimated $112M. The largest seller was Generation Investment Management, cutting an estimated $87.9M.

  • 387 institutional investors held Acuity Brands (AYI) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $5.2B of Acuity Brands stock for Q4 2019, up 5.5% quarter-over-quarter.
  • 55 funds opened new Acuity Brands positions in Q4 2019 and 47 closed out, a net change of +8 holders.
  • The largest Acuity Brands buyer in Q4 2019 was Cooke & Bieler, an estimated $112M added.
  • The largest Acuity Brands seller in Q4 2019 was Generation Investment Management, an estimated $87.9M sold.

Based on aggregated 13F filings for Q4 2019.