Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Acuity Inc (AYI)

579 + Investors. Track Smart Money conviction in AYI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -24
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — AYI

Based on 584 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their AYI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
584 hedge funds hold AYI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+51 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

292 buying292 selling
Last quarter: 292 funds bought or added vs 292 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-31 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 71 → 84 → 113 → 82. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 21% medium ■ 19% new
349 out of 584 hedge funds have held AYI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -6%, value -30%

Value
-30%
Shares
-5%
Last quarter: funds added -6% more shares while total portfolio value only changed -30%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

80 → 71 → 84 → 113 → 82 new funds/Q
New funds entering each quarter: 71 → 84 → 113 → 82. A growing number of institutions are discovering AYI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 65% veterans vs 24% newcomers

■ 65% veterans ■ 11% 1-2yr ■ 24% new
Entry-cohort mix of 591 holders: 385 (65%) are 2+ year veterans, 66 entered 1–2 years ago, and 140 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
59 of 579 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in AYI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AYI

In 2026 Q1, 292 hedge funds were net buyers of AYI (82 opened a new position, 210 added to an existing one), while 292 reduced or exited (186 trimmed, 106 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 44% of total institutional value in AYI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -24 funds (more exits than new entries). Total institutional holders: 584.

Hedge Fund Ownership: AYI

How many hedge funds hold AYI — quarterly history vs. share price
Quarterly hedge fund ownership of AYI vs. share price

Market Analysis: AYI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AYI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Acuity Inc (AYI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AYI has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
AYI
+13.3%
XLI
+11.0%

AYI outperformed XLI by +2.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
AYI
+12.8%
XLI
+4.8%

Since the filing became public, AYI outperformed XLI by +8.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

35 top-rated funds 3 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: AYI
579 + Investors

Track Smart Money conviction in AYI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 579 608 -4.77%
13F Shares 28M 30M -5.74%
Total Value $7.22B $10.36B -30.28%
New Positions 79 113 -34
Increased Positions 206 196 +10
Closed Positions 108 63 +45
Reduced Positions 186 188 -2
Total Calls 7 5 40.0%
Total Puts 5 2 150.0%
PUT/CALL Ratio 0.71 0.4 Neutral

Statistics: AYI

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

579 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AYI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 AYI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Allen Operations LLC 14.40% 344,100 $96.4M
2 Greenstone Partners & Co., LLC 12.75% 179,710 $50.4M
3 Alua Capital Management LP 5.59% 226,168 $63.4M
4 Lightrock Netherlands B.V. 2.68% 44,803 $12.6M
5 Schwerin Boyle Capital Management Inc 2.63% 74,063 $20.8M
6 Seizert Capital Partners, LLC 2.20% 170,769 $47.9M
7 Ashford Capital Management Inc 2.20% 63,539 $17.8M
8 Triodos Investment Management BV 1.97% 93,000 $26.1M
9 Guardian Wealth Management, Inc. 1.66% 10,843 $3.0M
10 Lummis Asset Management, LP 1.48% 8,766 $2.5M
11 Hedeker Wealth, LLC 1.17% 19,818 $5.6M
12 Durable Capital Partners LP 1.03% 355,729 $99.7M
13 Trium Capital LLP 0.90% 4,576 $1.3M
14 Intrepid Capital Management Inc 0.88% 8,205 $2.3M
15 Arbejdsmarkedets Tillaegspension 0.62% 89,573 $25.1M
16 Illumine Investment Management, LLC 0.62% 2,882 $808K
17 Distillate Capital Partners LLC 0.61% 41,454 $11.6M
18 Boston Trust Walden Corp 0.58% 252,731 $70.8M
19 Fuller & Thaler Asset Management, INC. 0.52% 549,645 $154.0M
20 EDENTREE ASSET MANAGEMENT Ltd 0.44% 5,236 $1.5M
21 Altrinsic Global Advisors LLC 0.43% 43,261 $12.1M
22 McKinley Carter Wealth Services, Inc. 0.40% 25,069 $7.0M
23 Cooke & Bieler LP 0.37% 116,510 $32.6M
24 Arcus Capital Partners, LLC 0.35% 2,701 $972K
25 ASR Vermogensbeheer N.V. 0.32% 97,748 $27.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Acuity Inc (AYI)

What does the Smart Money Trend signal show for AYI?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their AYI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for AYI?

Slight buying edge — 50% buying: Last quarter: 292 funds bought or added vs 292 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AYI holders?

Elite ownership — 44% AUM from top-100 funds: 59 of 579 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in AYI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AYI?

60% of holders stayed for 2+ years: 349 out of 584 hedge funds have held AYI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Acuity Inc (AYI) following the 2026 Q1 hedge fund 13F filings?

As of today, AYI has moved +12.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLI sector ETF — an outperformance of +8.0%. Since the quarter end (March 31, 2026), AYI has gained +13.3% vs +11.0% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →