Acuity Brands
AYI
584 hedge funds and large institutions have $8.08B invested in Acuity Brands in 2026 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 209 increasing their positions, 188 reducing their positions, and 104 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 209 | Existing positions reduced: 188
2% more call options, than puts
Call options by funds: $10.4M | Put options by funds: $10.3M
0.97% less ownership
Funds ownership: 95.1% → 94.13% (-0.97%)
5% less funds holding
Funds holding: 616 → 584 (-32)
23% less first-time investments, than exits
New positions opened: 80 | Existing positions closed: 104
23% less capital invested
Capital invested by funds: $10.5B → $8.08B (-$2.43B)
50% less funds holding in top 10
Funds holding in top 10: 8 → 4 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$206M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$182M |
| 3 |
ACM
Alua Capital Management
New York
|
+$68.7M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$64.5M |
| 5 |
D.E. Shaw & Co
New York
|
+$51.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
-$140M |
| 2 |
Millennium Management
New York
|
-$136M |
| 3 |
PCM
Palestra Capital Management
New York
|
-$133M |
| 4 |
1SP
140 Summer Partners
New York
|
-$81.3M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
-$78.2M |
AYI Hedge Fund Activity: Q1 2026 in Review
584 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Acuity Brands (AYI) for Q1 2026, worth a combined $8.08B — down 23% from $10.5B a quarter earlier.
Sellers outnumbered buyers: 104 funds closed out of AYI and 80 opened new positions — a net loss of 24 holders — while 188 trimmed existing stakes and 209 added.
The largest buyer was Fidelity Investments, adding an estimated $206M. The largest seller was Durable Capital Partners, cutting an estimated $140M.
- 584 institutional investors held Acuity Brands (AYI) as of Q1 2026, down from 616 in Q4 2025.
- Funds reported $8.08B of Acuity Brands stock for Q1 2026, down 23% quarter-over-quarter.
- 80 funds opened new Acuity Brands positions in Q1 2026 and 104 closed out, a net change of -24 holders.
- The largest Acuity Brands buyer in Q1 2026 was Fidelity Investments, an estimated $206M added.
- The largest Acuity Brands seller in Q1 2026 was Durable Capital Partners, an estimated $140M sold.
Based on aggregated 13F filings for Q1 2026.