Acuity Brands

AYI • NYSE

Acuity Brands is a electrical equipment & parts company in the industrials sector on NYSE, led by Neil M. Ashe, with a market cap of $11.2B. As of Q3 2025, 92% of shares are held by 555 institutional investors, with VANGUARD GROUP INC as the largest holder at 9.82%.

President and Chief Executive OfficerNeil M. Ashe

Market Cap$11.2B

Electrical Equipment & Parts

Industrials

Employees12.2K

Websiteacuitybrands.com

Country

United States of America

Overview

Overview of institutional ownership in AYI as of Q3 2025 with a market cap of $10.6B

All Institutions

Institutions: 555
Value Held: $9.7B
Shares Held: 28.2M
Avg Position: $17.5M
Median Position: $1.1M

Hedge Funds

Hedge Funds: 57
Value Held: $1.5B
Shares Held: 4.5M
Avg Position: $26.9M
Median Position: $4.9M

Ownership Breakdown

Institutional (non-HF)

77.46%

$8.2B

Hedge Funds

14.53%

$1.5B

Retail & Other

8.01%

$845.7M

Based on market cap of $10.6B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in AYI as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$1.0B 0.02% of portfolio	9.82% 3.0M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$975.9M 0.02% of portfolio	9.25% 2.8M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
FMR LLC Institution	-	$533.3M 0.03% of portfolio	5.05% 1.5M shares	Q1 2014 Held for 11y 8m	$1.92T
Durable Capital Partners LP Hedge Fund•Long/Short	Henry Martin Ellenbogen CIO	$469.6M 3.48% of portfolio	4.45% 1.4M shares	Q3 2024 Held for 1y 2m	$13.5B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$321.8M 0.01% of portfolio	3.05% 934.4K shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$308.5M 0.05% of portfolio	2.92% 895.7K shares	Q1 2021 Held for 4y 8m	$571.21B
A AMERICAN CENTURY COMPANIES INC Institution	-	$280.7M 0.14% of portfolio	2.66% 815.1K shares	≤ Q2 2013 Held for 12y 5m+	$195.93B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$245.1M 0.02% of portfolio	2.32% 711.8K shares	≤ Q2 2013 Held for 12y 5m+	$1.56T
Robeco Investment Management, Inc. Long Only Manager	Joseph Francis Feeney CEO	$218.1M 0.22% of portfolio	2.07% 633.1K shares	Q2 2019 Held for 6y 5m	$97.8B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$205.4M 0.04% of portfolio	1.95% 596.6K shares	≤ Q2 2013 Held for 12y 5m+	$466.32B

Net Capital Flow

Institutional buying and selling activity for AYI in Q3 2025

Traded: +$70.1M
Buyers: 275
Sellers: 232
Total Bought: +$869.2M
Total Sold: −$799.1M
Avg Position: $15.9M

Biggest Buyers

Institution	Net Bought	Current Position
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$97.5M +283.2K shares	$196.7M 571.0K shares
P Palestra Capital Management LLC Hedge Fund•Long/Short	+$91.5M +265.8K shares	$91.5M 265.8K shares
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	+$88.8M +257.8K shares	$104.4M 303.2K shares
UBS Group AG Institution	+$60.0M +174.3K shares	$77.4M 224.7K shares
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	+$52.6M +152.7K shares	$175.1M 508.4K shares
Merewether Investment Management, LP Hedge Fund•Sector	+$50.7M +147.1K shares	$50.7M 147.1K shares
Durable Capital Partners LP Hedge Fund•Long/Short	+$39.2M +113.7K shares	$469.6M 1.4M shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	+$32.9M +95.6K shares	$56.9M 165.3K shares
R ROYAL BANK OF CANADA Institution	+$21.7M +62.9K shares	$34.7M 100.7K shares
Interval Partners, LLC Hedge Fund•Long/Short	+$21.7M +62.9K shares	$21.7M 62.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$113.2M −328.6K shares	$24.9M 72.2K shares
FMR LLC Institution	−$89.0M −258.4K shares	$533.3M 1.5M shares
JPMORGAN CHASE & CO Institution	−$44.3M −128.7K shares	$245.1M 711.8K shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	−$44.3M −128.5K shares	$189.2M 549.2K shares
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC Fund of Funds	−$35.3M −118.5K shares	Sold Off 0 shares
VANGUARD GROUP INC Institution	−$32.8M −95.4K shares	$1.0B 3.0M shares
FULLER & THALER ASSET MANAGEMENT, INC. Long Only Manager	−$29.3M −85.1K shares	$164.2M 476.7K shares
ACADIAN ASSET MANAGEMENT LLC Long Only Manager	−$28.6M −83.1K shares	$123.0M 357.2K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$19.2M −55.8K shares	$90.0M 261.3K shares
S Skandinaviska Enskilda Banken AB Institution	−$17.6M −51.1K shares	$3.9M 11.3K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited AYI in Q3 2025

New Positions: 41
New Value: $187.5M
Exited Positions: 56
Exited Value: $117.8M

New Positions

Institution	Position Value
P Palestra Capital Management LLC Hedge Fund•Long/Short	$91.5M 265.8K shares
Merewether Investment Management, LP Hedge Fund•Sector	$50.7M 147.1K shares
1 140 Summer Partners LP Hedge Fund•Multi-Strategy	$16.4M 47.5K shares
Distillate Capital Partners LLC ETF Provider	$13.8M 40.2K shares
B Bayberry Capital Partners LP Hedge Fund•Long/Short	$6.8M 19.7K shares
Morningstar Investment Management LLC Long Only Manager	$1.1M 3.1K shares
A ALLIANZ SE Institution	$830.0K 2.4K shares
I Inscription Capital, LLC RIA/Wealth	$743.5K 2.2K shares
Berman McAleer LLC RIA/Wealth	$509.0K 1.5K shares
Voleon Capital Management LP Hedge Fund•Quant	$474.9K 1.4K shares

Exited Positions

Institution	Previous Position
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC Fund of Funds	$35.3M 118.5K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$13.8M 46.4K shares
J J. Goldman & Co LP Hedge Fund•Multi-Strategy	$11.0M 37.0K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$8.4M 28.1K shares
C Concentric Capital Strategies, LP Hedge Fund•Long/Short	$8.1M 27.3K shares
B Brevan Howard Capital Management LP Institution	$4.5M 15.1K shares
WORLDQUANT MILLENNIUM QUANTITATIVE STRATEGIES LLC Hedge Fund•Multi-Strategy	$3.8M 12.6K shares
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$3.1M 10.5K shares
H Her Majesty the Queen in Right of the Province of Alberta as represented by Alberta Investment Management Corp Institution	$3.1M 10.4K shares
Q Quadrature Capital Ltd Institution	$2.8M 9.2K shares

Options Activity

Institutions with the largest Call and Put options positions in AYI as of Q3 2025

Call Positions: 9
Call Value: $50.1M
Put Positions: 8
Put Value: $15.9M

Call Positions

Institution	Position Value
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$15.5M 451.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$8.5M 246.0 contracts
P PEAK6 LLC Institution	$8.4M 245.0 contracts
WELLS FARGO & COMPANY/MN Institution	$6.0M 175.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$5.9M 170.0 contracts
J JANE STREET GROUP, LLC Institution	$3.4M 100.0 contracts
C Cubist Systematic Strategies, LLC Institution	$1.4M 40.0 contracts
W WOLVERINE TRADING, LLC Institution	$746.0K 22.0 contracts
Walleye Trading LLC RIA/Wealth	$206.6K 6.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$7.6M 221.0 contracts
P PEAK6 LLC Institution	$3.2M 92.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$2.4M 71.0 contracts
C Cubist Systematic Strategies, LLC Institution	$1.4M 42.0 contracts
W WOLVERINE TRADING, LLC Institution	$542.6K 16.0 contracts
J JANE STREET GROUP, LLC Institution	$413.3K 12.0 contracts
Walleye Trading LLC RIA/Wealth	$206.6K 6.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$34.4K 1.0 contracts

Most Committed Institutions

Institutions with AYI as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
ALLEN OPERATIONS LLC RIA/Wealth	Stuart Bradley Allen Managing Partner	14.17% $118.5M	1.12% 344.1K shares	Q3 2020 Held for 5y 2m	$836.3M
Cairn Investment Group, Inc. RIA/Wealth	Timothy Allen Mosier President	4.10% $7.9M	0.07% 23.0K shares	Q4 2019 Held for 5y 11m	$192.8M
Durable Capital Partners LP Hedge Fund•Long/Short	Henry Martin Ellenbogen CIO	3.48% $469.6M	4.45% 1.4M shares	Q3 2024 Held for 1y 2m	$13.5B
LATHROP INVESTMENT MANAGEMENT CORP RIA/Wealth	Gregory Colin Lathrop Chairman	3.35% $17.6M	0.17% 51.0K shares	≤ Q2 2013 Held for 12y 5m+	$524.6M
S SCHWERIN BOYLE CAPITAL MANAGEMENT INC Hedge Fund•Multi-Strategy	Rory Patrick Obrien President	3.04% $27.8M	0.26% 80.7K shares	Q3 2023 Held for 2y 2m	$914.9M
P Palestra Capital Management LLC Hedge Fund•Long/Short	Jeremy Nathaniel Schiffman Founder	3.00% $91.5M	0.87% 265.8K shares	Q3 2025 Held for 2 months	$3.0B
SEIZERT CAPITAL PARTNERS, LLC Long Only Manager	David J Collon Managing Partner	2.81% $65.0M	0.62% 188.6K shares	Q3 2018 Held for 7y 2m	$2.3B
B Bayberry Capital Partners LP Hedge Fund•Long/Short	Brian Cromwell Smith CFO	2.20% $6.8M	0.06% 19.7K shares	Q3 2025 Held for 2 months	$309.0M
Lummis Asset Management, LP RIA/Wealth	Palmer Bradley Lummis President	2.12% $3.2M	0.03% 9.4K shares	Q4 2023 Held for 1y 11m	$151.9M
ASHFORD CAPITAL MANAGEMENT INC Hedge Fund•Growth	Theodore H. Ashford CEO	2.10% $18.8M	0.18% 54.6K shares	Q4 2024 Held for 11 months	$897.8M

Hedge Fund Spotlight

Discover hedge funds investing in AYI

JACOBS LEVY EQUITY MANAGEMENT, INC

Hedge Fund • Quant

Portfolio ManagerBruce Ira Jacobs

Portfolio Value: $25.2B
Positions: 953
Last Reported: Q3 2025

Sector Allocation

Position in Acuity Brands

Market Value: $29.0M
Shares Held: 84.1K
Portfolio Weight: 0.12%
Owned Since: 2022-Q3

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