undamentalytics Newsletter

Armstrong World Industries Inc: which funds bought and sold

Institutions that bought and sold Armstrong World Industries shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 228 institutions that filed 13F reports for both quarters added to or opened positions in Armstrong World Industries, and 241 cut or closed them. Together they sold a net 364K shares, −0.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 149K shares (+1.0%); index fund managers were net sellers of 7,683 shares (−0.1%). 55 opened a new position and 55 sold out entirely.

Bought, Q2 2026 228 institutions, 55 of them new holders Sold, Q2 2026 241 institutions, 55 of them sold out
Net change, all compared −364K shares (−0.8%)
Net change, active managers +149K shares (+1.0%), 36 bought, 37 sold

Buyers versus sellers

institutions compared, 519
Active managers and hedge funds 36 bought · 37 sold · +149K
Index fund managers 6 bought · 4 sold · −7,683
Other institutions 186 bought · 200 sold · −505K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Egerton Capital (UK) LLP Hedge fund +477K +106.5% 925K $148M
River Road Asset Management, LLC Active manager +416K +149.1% 694K $111M
Balyasny Asset Management L.P. Hedge fund +329K New position 329K $52.8M
Qube Research & Technologies Ltd Hedge fund +270K +159.9% 439K $70.5M
Citadel Advisors LLC Hedge fund +235K +29.6% 1.0M $165M
Assenagon Asset Management S.A. +201K +276.7% 273K $43.8M
Point72 Asset Management, L.P. Hedge fund +165K +80.3% 371K $59.4M
HRT Financial LP +111K +246.4% 156K $25M
Scopus Asset Management, L.P. Hedge fund +110K +91.7% 230K $36.9M
Deutsche Bank Ag\ +94K +75.1% 220K $35.3M
Gotham Asset Management, LLC Hedge fund +72K +50.2% 214K $34.4M
Royce & Associates LP Active manager +70K New position 70K $11.2M
Bank Of Nova Scotia +69K +137.0% 120K $19.3M
WCM Investment Management, LLC Active manager +69K New position 69K $11M
Summittx Capital, L.P. +67K New position 67K $10.8M
Arrowstreet Capital, Limited Partnership Hedge fund +66K +17.0% 453K $72.7M
Capital Fund Management S.A. Hedge fund +61K New position 61K $9.8M
D. E. Shaw & Co., Inc. Hedge fund +61K New position 61K $9.7M
Fuller & Thaler Asset Management, Inc. +61K +5.8% 1.1M $177M
Millennium Management LLC Hedge fund +53K +15.1% 401K $64.3M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Van Berkom & Associates Inc. −428K −47.9% 465K $74.6M
AQR Capital Management LLC Hedge fund −408K −36.4% 712K $114M
Alyeska Investment Group, L.P. Hedge fund −246K −33.2% 495K $79.4M
Adage Capital Partners Gp, L.L.C. Hedge fund −242K −42.1% 333K $53.4M
Two Sigma Investments, LP Hedge fund −201K −25.6% 583K $93.6M
Woodline Partners LP Hedge fund −167K Sold out 0 —
Allspring Global Investments Holdings, LLC −159K −80.2% 39K $6.2M
Neuberger Berman Group LLC Active manager −153K −16.7% 763K $122M
Quantinno Capital Management LP −128K −66.3% 65K $10.5M
Bank Of Montreal −121K −9.8% 1.1M $177M
SG Americas Securities, LLC −115K −88.4% 15K $2.4M
Schroder Investment Management Group Active manager −105K −46.6% 120K $19.1M
Squarepoint Ops LLC Hedge fund −92K −65.7% 48K $7.7M
Kayne Anderson Rudnick Investment Management LLC Active manager −90K −9.2% 894K $143M
Verition Fund Management LLC Hedge fund −83K −80.8% 20K $3.2M
Junto Capital Management LP Hedge fund −80K −31.8% 171K $27.4M
UBS Group AG −80K −60.4% 52K $8.4M
London Co Of Virginia Active manager −79K −4.6% 1.6M $264M
Marshall Wace, LLP Hedge fund −72K −90.7% 7,364 $1.2M
Amundi −67K −41.3% 95K $15.2M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Balyasny Asset Management L.P.Hedge fund 329K $52.8M
Royce & Associates LPActive manager 70K $11.2M
WCM Investment Management, LLCActive manager 69K $11M
Summittx Capital, L.P. 67K $10.8M
Capital Fund Management S.A.Hedge fund 61K $9.8M
D. E. Shaw & Co., Inc.Hedge fund 61K $9.7M
Ossiam 35K $5.7M
Arrowmark Colorado Holdings LLC 27K $4.4M
Roubaix Capital, LLC 23K $3.7M
AGF Management Ltd 19K $3.1M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Woodline Partners LPHedge fund 167K $27.6M
Harvest Investment Services, LLC 20K $3.3M
Winton Group LtdHedge fund 8,692 $1.4M
Voleon Capital Management LPHedge fund 5,748 $947,270
Avior Wealth Management, LLC 5,720 $942,656
Polymer Capital Management (US) LLC 4,341 $715,397
Bridgefront Capital, LLC 4,194 $691,171
Susquehanna Portfolio Strategies, LLC 3,877 $638,930
Inscription Capital, LLC 3,774 $621,955
Jefferies Financial Group Inc. 3,164 $521,428

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
470
Ten largest holders
41.1%
of 13F-reported shares
Index fund managers
30.3%
of 13F-reported shares
Active managers and hedge funds
35.6%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 36 37 10 5 +149K +1.0%
Index fund managers 6 4 0 0 −7,683 −0.1%
Other institutions 186 200 45 50 −505K −3.5%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

← Back to Armstrong World Industries Inc · Insiders · Politicians