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Acuity Brands
AYI

399 hedge funds and large institutions have $5.4B invested in Acuity Brands in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 127 increasing their positions, 162 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $27.9M | Put options by funds: $23.9M

1.03% more ownership

Funds ownership: 100.4% → 101.43% (+1%)

4% more capital invested

Capital invested by funds: $5.2B → $5.4B (+$195M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

3% less funds holding

Funds holding: 410 → 399 (-11)

18% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 51

22% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 162

Holders
399
Holders Change
-11
Holders Change %
-2.68%
% of All Funds
6.33%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
42
Increased
127
Reduced
162
Closed
51
Calls
$27.9M
Puts
$23.9M
Net Calls
+$3.98M
Net Calls Change
+$24M

Top Buyers

1
SSM
Sound Shore Management
Connecticut
+$58.5M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$40.5M
3
Boston Partners
Boston Partners
Massachusetts
+$30.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$26.4M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
+$17.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$81.4M
2
Prudential Financial
Prudential Financial
New Jersey
-$37.9M
3
JAM
Jupiter Asset Management
United Kingdom
-$35.5M
4
CSS
Cubist Systematic Strategies
Connecticut
-$19.5M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$573M +$2.85M +17,459 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$565M -$10.4M -63,730 -2%
BlackRock
3
BlackRock
New York
$489M -$4.65M -28,483 -1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$188M +$26.4M +161,818 +17%
JP Morgan Chase
5
JP Morgan Chase
New York
$184M -$1.7M -10,390 -1%
State Street
6
State Street
Massachusetts
$156M -$2.52M -15,461 -2%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$144M +$40.5M +247,774 +41%
American Century Companies
8
American Century Companies
Missouri
$140M +$14.6M +89,192 +12%
Ameriprise
9
Ameriprise
Minnesota
$130M -$11.2M -68,642 -8%
Boston Partners
10
Boston Partners
Massachusetts
$121M +$30.5M +187,128 +36%
Morgan Stanley
11
Morgan Stanley
New York
$115M -$81.4M -498,680 -43%
CB
12
Cooke & Bieler
Pennsylvania
$105M -$1.48M -9,050 -1%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$100M +$5.26M +32,218 +6%
AQR Capital Management
14
AQR Capital Management
Connecticut
$93.6M +$11.6M +71,201 +15%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$89M +$829K +5,077 +1%
LSV Asset Management
16
LSV Asset Management
Illinois
$87.9M -$5.29M -32,415 -6%
Pzena Investment Management
17
Pzena Investment Management
New York
$74.9M +$1M +6,141 +1%
Fidelity International
18
Fidelity International
Bermuda
$72.3M – – –
SSM
19
Sound Shore Management
Connecticut
$61M +$58.5M +358,179 New
AO
20
Allen Operations
New York
$58.6M – – –
Bank of America
21
Bank of America
North Carolina
$58M +$8.23M +50,390 +17%
Norges Bank
22
Norges Bank
Norway
$57.3M +$2.79M +17,107 +5%
Northern Trust
23
Northern Trust
Illinois
$55.2M -$2.77M -16,945 -5%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$55M -$2.57M -15,717 -5%
First Trust Advisors
25
First Trust Advisors
Illinois
$51.3M +$998K +6,114 +2%
1
2 3 4 5

AYI Hedge Fund Activity: Q3 2023 in Review

399 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Acuity Brands (AYI) for Q3 2023, worth a combined $5.4B — up 3.8% from $5.2B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of AYI and 42 opened new positions — a net loss of 9 holders — while 162 trimmed existing stakes and 127 added.

The largest buyer was Sound Shore Management, opening a new position worth an estimated $58.5M. The largest seller was Morgan Stanley, cutting an estimated $81.4M.

  • 399 institutional investors held Acuity Brands (AYI) as of Q3 2023, down from 410 in Q2 2023.
  • Funds reported $5.4B of Acuity Brands stock for Q3 2023, up 3.8% quarter-over-quarter.
  • 42 funds opened new Acuity Brands positions in Q3 2023 and 51 closed out, a net change of -9 holders.
  • The largest Acuity Brands buyer in Q3 2023 was Sound Shore Management, an estimated $58.5M added.
  • The largest Acuity Brands seller in Q3 2023 was Morgan Stanley, an estimated $81.4M sold.

Based on aggregated 13F filings for Q3 2023.