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Acuity Brands
AYI

407 hedge funds and large institutions have $5.68B invested in Acuity Brands in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 137 increasing their positions, 150 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 35

14% more capital invested

Capital invested by funds: $4.97B → $5.68B (+$713M)

5% more funds holding

Funds holding: 389 → 407 (+18)

1.88% more ownership

Funds ownership: 95.17% → 97.06% (+1.9%)

9% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 150

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

55% less call options, than puts

Call options by funds: $9.17M | Put options by funds: $20.5M

Holders
407
Holders Change
+18
Holders Change %
+4.63%
% of All Funds
6.49%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
55
Increased
137
Reduced
150
Closed
35
Calls
$9.17M
Puts
$20.5M
Net Calls
-$11.3M
Net Calls Change
+$28.1M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$81M
2
Pzena Investment Management
Pzena Investment Management
New York
+$37.7M
3
Prudential Financial
Prudential Financial
New Jersey
+$31.8M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$26.2M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$21.8M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$56.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$34.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$18.8M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$15.8M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$9.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$728M -$34.7M -188,125 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$608M +$11.8M +63,949 +2%
BlackRock
3
BlackRock
New York
$541M -$1.95M -10,557 -0.4%
Morgan Stanley
4
Morgan Stanley
New York
$213M -$6.24M -33,795 -3%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$196M +$4.18M +22,624 +2%
JP Morgan Chase
6
JP Morgan Chase
New York
$191M -$56.9M -308,435 -23%
State Street
7
State Street
Massachusetts
$172M +$2.61M +14,150 +2%
Ameriprise
8
Ameriprise
Minnesota
$163M +$8.15M +44,133 +5%
American Century Companies
9
American Century Companies
Missouri
$151M +$977K +5,292 +0.6%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$121M +$21.8M +117,989 +22%
Boston Partners
11
Boston Partners
Massachusetts
$102M +$81M +438,993 +354%
LSV Asset Management
12
LSV Asset Management
Illinois
$100M -$4.59M -24,895 -4%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$99.6M -$949K -5,139 -0.9%
CB
14
Cooke & Bieler
Pennsylvania
$95.4M -$3.13M -16,950 -3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$91.6M -$1.39M -7,519 -1%
Fidelity International
16
Fidelity International
Bermuda
$77.3M +$1.62M +8,793 +2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$65.8M -$1.32M -7,154 -2%
Northern Trust
18
Northern Trust
Illinois
$63.4M -$238K -1,292 -0.4%
AO
19
Allen Operations
New York
$62.9M – – –
AQR Capital Management
20
AQR Capital Management
Connecticut
$62.7M +$5.51M +29,838 +9%
Bank of America
21
Bank of America
North Carolina
$58.6M +$10.6M +57,670 +22%
Norges Bank
22
Norges Bank
Norway
$55.9M -$6.8M -36,823 -11%
First Trust Advisors
23
First Trust Advisors
Illinois
$54.7M +$275K +1,491 +0.5%
PIM
24
Paradice Investment Management
Colorado
$51.4M -$824K -4,463 -2%
Prudential Financial
25
Prudential Financial
New Jersey
$50.7M +$31.8M +172,113 +163%
1
2 3 4 5

AYI Hedge Fund Activity: Q1 2023 in Review

407 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Acuity Brands (AYI) for Q1 2023, worth a combined $5.68B — up 14% from $4.97B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new AYI positions and 35 closed out — a net gain of 20 holders — while 137 added to existing stakes and 150 trimmed.

The largest buyer was Boston Partners, adding an estimated $81M. The largest seller was JP Morgan Chase, cutting an estimated $56.9M.

  • 407 institutional investors held Acuity Brands (AYI) as of Q1 2023, up from 389 in Q4 2022.
  • Funds reported $5.68B of Acuity Brands stock for Q1 2023, up 14% quarter-over-quarter.
  • 55 funds opened new Acuity Brands positions in Q1 2023 and 35 closed out, a net change of +20 holders.
  • The largest Acuity Brands buyer in Q1 2023 was Boston Partners, an estimated $81M added.
  • The largest Acuity Brands seller in Q1 2023 was JP Morgan Chase, an estimated $56.9M sold.

Based on aggregated 13F filings for Q1 2023.