ACUITY INC AYI
COM · Common Stock · CUSIP 00508Y102 · ISIN US00508Y1029
Electronics manufacturing company
- SectorConsumer discretionary
- IndustryElectric Lighting & Wiring Equipment
- HeadquartersAtlanta, GA
- Founded2001
- Websiteacuitybrands.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($51.8m this quarter). Holder counts are more reliable. Shares outstanding: 30.9m as of 2024-10-23, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $275.51. Options: 8 managers hold calls ($12.9m notional), 13 hold puts ($90.7m).
Trends to Q3 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 363 |
| Q4 2022 | 391 |
| Q1 2023 | 409 |
| Q2 2023 | 412 |
| Q3 2023 | 402 |
| Q4 2023 | 436 |
| Q1 2024 | 477 |
| Q2 2024 | 483 |
| Q3 2024 | 478 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 194 | 152 |
| Q1 2023 | 193 | 182 |
| Q2 2023 | 201 | 185 |
| Q3 2023 | 166 | 213 |
| Q4 2023 | 182 | 189 |
| Q1 2024 | 206 | 221 |
| Q2 2024 | 235 | 209 |
| Q3 2024 | 208 | 226 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $10.4m | $55.7m | 5.33 |
| Q1 2024 | $20.3m | $23.0m | 1.14 |
| Q2 2024 | $16.2m | $36.2m | 2.23 |
| Q3 2024 | $12.9m | $90.7m | 7.02 |
Biggest buyers
| Durable Capital Partners LP | New | +420.4k |
| Interval Partners, LP | Added | +130.7k |
| CITADEL ADVISORS LLC | Added | +72.7k |
| MILLENNIUM MANAGEMENT LLC | Added | +63.1k |
| Walleye Capital LLC | Added | +61.4k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +60.5k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +34.0k |
| ACADIAN ASSET MANAGEMENT LLC | Added | +33.5k |
| Pacer Advisors, Inc. | Added | +30.6k |
| Qube Research & Technologies Ltd | Added | +30.2k |
Biggest sellers
| FMR LLC | Reduced | -400.4k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -154.9k |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -69.5k |
| AMERIPRISE FINANCIAL INC | Reduced | -67.5k |
| JPMORGAN CHASE & CO | Reduced | -67.1k |
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | -53.6k |
| Vision One Management Partners, LP | Reduced | -48.6k |
| SG Americas Securities, LLC | Reduced | -48.2k |
| JANE STREET GROUP, LLC | Reduced | -42.2k |
| Man Group plc | Reduced | -39.6k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $8.0m29.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.5m12.7k shares |
| WOLVERINE TRADING, LLC | Added | $459.0k1.7k shares |
| GTS SECURITIES LLC | Unchanged | $330.5k1.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $275.0k1.0k shares |
| Walleye Trading LLC | Reduced | $165.2k600 shares |
| PEAK6 Investments LLC | Reduced | $165.2k600 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| Candlestick Capital Management LP | New | $55.1m200.0k shares |
| Genus Capital Management Inc. | Reduced | $16.4m59.6k shares |
| CITADEL ADVISORS LLC | Reduced | $4.8m17.6k shares |
| IMC-Chicago, LLC | New | $3.0m10.8k shares |
| PEAK6 Investments LLC | Reduced | $2.9m10.6k shares |
| Walleye Trading LLC | Added | $2.2m7.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.8m6.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.3m4.8k shares |
| Walleye Capital LLC | Added | $1.2m4.5k shares |
| GTS SECURITIES LLC | Added | $716.0k2.6k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| FMR LLC 13G · institution +4.3 pts · filed 2026-05-07 | 12.0% |
| BlackRock, Inc. 13G · institution filed 2025-04-17 | 8.9% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q3 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 2 | $1.1m | — |
| Q2 2023 | 1 | $99.9k | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 2 | $1.8m | — |
| Q2 2024 | 1 | $49.8k | 1 | $2.0m | — |
| Q3 2024 | 0 | — | 0 | — | — |
None reported in Q3 2024.
Holders, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 3.3m $906.7m | First filing |
| VANGUARD GROUP INC 0.02% of their portfolio | 3.1m $850.4m | Reduced -5.1k |
| FMR LLC 0.05% of their portfolio | 2.7m $744.4m | Reduced -400.4k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 2.0m $555.6m | Reduced -67.1k |
| FULLER & THALER ASSET MANAGEMENT, INC. 1.20% of their portfolio | 1.1m $306.3m | Reduced -53.6k |
| WELLINGTON MANAGEMENT GROUP LLP 0.05% of their portfolio | 1.0m $279.3m | Reduced -154.9k |
| STATE STREET CORP 0.01% of their portfolio | 969.0k $266.9m | Added +12.5k |
| AMERICAN CENTURY COMPANIES INC 0.13% of their portfolio | 815.1k $224.5m | Reduced -20.4k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 628.9k $173.2m | Reduced -999 |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 626.8k $172.7m | Added +34.0k |
| Invesco Ltd. 0.03% of their portfolio | 541.7k $149.2m | Added +13.8k |
| Boston Partners 0.15% of their portfolio | 455.7k $126.0m | Reduced -20.3k |
| LSV ASSET MANAGEMENT 0.26% of their portfolio | 442.9k $122.0m | Reduced -33.2k |
| Pacer Advisors, Inc. 0.26% of their portfolio | 437.7k $120.6m | Added +30.6k |
| FIL Ltd 0.11% of their portfolio | 426.5k $117.5m | Unchanged |
| Durable Capital Partners LP 0.85% of their portfolio | 420.4k $115.8m | New |
| ACADIAN ASSET MANAGEMENT LLC 0.32% of their portfolio | 379.2k $104.4m | Added +33.5k |
| AQR CAPITAL MANAGEMENT LLC 0.14% of their portfolio | 372.5k $100.1m | Reduced -69.5k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 372.0k $102.4m | Reduced -67.5k |
| NORGES BANK 0.01% of their portfolio | 366.5k $100.9m | Added +4.0k |
| ALLEN OPERATIONS LLC 15.96% of their portfolio | 344.1k $94.8m | Unchanged |
| JUPITER ASSET MANAGEMENT LTD 0.80% of their portfolio | 330.3k $91.0m | Unchanged |
| NORTHERN TRUST CORP 0.01% of their portfolio | 311.1k $85.7m | Reduced -11.8k |
| SEIZERT CAPITAL PARTNERS, LLC 3.50% of their portfolio | 281.3k $77.5m | Added +5.4k |
| EARNEST PARTNERS LLC 0.33% of their portfolio | 276.2k $76.1m | Reduced -1.5k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 271.6k $74.8m | Reduced -28.3k |
| CAPTRUST FINANCIAL ADVISORS 0.22% of their portfolio | 269.0k $74.1m | Added +22.8k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 254.6k $70.1m | Reduced -22.7k |
| MILLENNIUM MANAGEMENT LLC 0.06% of their portfolio | 236.7k $65.2m | Added +63.1k |
| Boston Trust Walden Corp 0.42% of their portfolio | 220.5k $60.7m | Reduced -3.7k |
| Qube Research & Technologies Ltd 0.11% of their portfolio | 216.3k $59.6m | Added +30.2k |
| Interval Partners, LP 1.67% of their portfolio | 212.0k $58.4m | Added +130.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 211.9k $58.4m | Added +433 |
| MORGAN STANLEY 0.00% of their portfolio | 208.5k $57.4m | Reduced -14.5k |
| FIRST TRUST ADVISORS LP 0.05% of their portfolio | 207.9k $57.3m | Added +24.6k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.12% of their portfolio | 200.5k $55.2m | Added +4.0k |
| Fisher Asset Management, LLC 0.02% of their portfolio | 185.9k $51.2m | Added +12.9k |
| Clark Capital Management Group, Inc. 0.33% of their portfolio | 175.8k $48.4m | Added +5.8k |
| STOREBRAND ASSET MANAGEMENT AS 0.14% of their portfolio | 163.1k $44.9m | Reduced -4.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 153.7k $42.3m | Reduced -8.1k |
| Allianz Asset Management GmbH 0.06% of their portfolio | 148.6k $40.9m | Added +24.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.05% of their portfolio | 137.6k $37.9m | Reduced -4.0k |
| Greenstone Partners & Co., LLC 10.58% of their portfolio | 110.1k $30.3m | Unchanged |
| Robeco Institutional Asset Management B.V. 0.06% of their portfolio | 110.0k $30.3m | Added +412 |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 100.0k $27.5m | Added +72.7k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 95.6k $29.5m | Added +18.9k |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC 2.73% of their portfolio | 94.7k $26.1m | Reduced -6.9k |
| Triodos Investment Management BV 1.84% of their portfolio | 84.8k $23.4m | Added +7.0k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 83.6k $23.0m | Reduced -487 |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 83.0k $22.9m | Reduced -1.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 81.7k $22.5m | Added +10.2k |
| TWO SIGMA ADVISERS, LP 0.05% of their portfolio | 81.7k $22.5m | Added +16.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 81.5k $22.4m | Added +60.5k |
| Swedbank AB 0.03% of their portfolio | 79.1k $21.8m | Reduced -8.1k |
| PRUDENTIAL FINANCIAL INC 0.03% of their portfolio | 76.5k $21.1m | Added +19.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 73.3k $20.2m | Reduced -17.9k |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 72.6k $19.8m | Reduced -4.1k |
| California Public Employees Retirement System 0.01% of their portfolio | 72.0k $19.8m | Added +2.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 71.2k $19.6m | Reduced -30.4k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 68.4k $18.8m | Added +1.9k |
| TWO SIGMA INVESTMENTS, LP 0.04% of their portfolio | 67.8k $18.7m | Added +29.1k |
| BARCLAYS PLC 0.01% of their portfolio | 67.5k $18.6m | Reduced -12.2k |
| Walleye Capital LLC 0.19% of their portfolio | 65.3k $18.0m | Added +61.4k |
| Legal & General Group Plc 0.00% of their portfolio | 65.0k $17.9m | Added +2.7k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 64.3k $17.7m | Reduced -4.8k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.07% of their portfolio | 64.0k $17.6m | Added +18.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 63.8k $17.6m | Reduced -1.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 63.2k $17.4m | Added +9.6k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 63.2k $17.4m | Added +273 |
| Man Group plc 0.05% of their portfolio | 62.0k $17.1m | Reduced -39.6k |
| Swiss National Bank 0.01% of their portfolio | 60.0k $16.5m | Reduced -600 |
| Paradice Investment Management LLC 2.86% of their portfolio | 59.6k $16.4m | Reduced -392 |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 59.2k $16.3m | Reduced -2.4k |
| DANSKE BANK A/S 0.05% of their portfolio | 58.9k $16.2m | Added +2.5k |
| LATHROP INVESTMENT MANAGEMENT CO 3.00% of their portfolio | 58.5k $16.1m | Reduced -881 |
| GREAT LAKES ADVISORS, LLC 0.13% of their portfolio | 55.9k $15.4m | Reduced -3.9k |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 55.6k $15.3m | Reduced -871 |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.23% of their portfolio | 49.1k $13.5m | Reduced -1.4k |
| Robertson Stephens Wealth Management, LLC 0.49% of their portfolio | 48.0k $13.2m | Reduced -15 |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 46.8k $12.6m | Added +2.9k |
| Vision One Management Partners, LP 8.71% of their portfolio | 46.5k $12.8m | Reduced -48.6k |
| Vulcan Value Partners, LLC 0.21% of their portfolio | 46.1k $12.7m | Added +18.3k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 40.1k $11.0m | Reduced -16.2k |
| Squarepoint Ops LLC 0.04% of their portfolio | 40.0k $11.0m | Added +9.2k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio | 39.6k $10.9m | Reduced -80 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 38.1k $10.5m | Reduced -1.3k |
| Retirement Systems of Alabama 0.04% of their portfolio | 37.4k $10.3m | Reduced -269 |
| ALTRINSIC GLOBAL ADVISORS LLC 0.44% of their portfolio | 37.2k $10.2m | Reduced -597 |
| EULAV Asset Management 0.25% of their portfolio | 37.0k $10.2m | Unchanged |
| Corebridge Financial, Inc. 0.05% of their portfolio | 36.4k $10.0m | Reduced -2.2k |
| MACQUARIE GROUP LTD 0.01% of their portfolio | 35.5k $9.8m | Unchanged |
| Bridgewater Associates, LP 0.06% of their portfolio | 35.5k $9.8m | Added +15.4k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 35.1k $9.7m | Reduced -1.3k |
| Quantinno Capital Management LP 0.12% of their portfolio | 34.7k $9.5m | Added +5.9k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.02% of their portfolio | 33.8k $9.3m | Reduced -9.8k |
| MARTINGALE ASSET MANAGEMENT L P 0.21% of their portfolio | 33.3k $9.2m | Reduced -18.6k |
| AXA S.A. 0.03% of their portfolio | 32.7k $9.0m | Reduced -35.3k |
| PINEBRIDGE INVESTMENTS, L.P. 0.06% of their portfolio | 30.8k $8.5m | Added +9.7k |
| MERITAGE PORTFOLIO MANAGEMENT 0.52% of their portfolio | 30.6k $8.4m | Reduced -716 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 29.4k $8.1m | Reduced -954 |