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Applied Industrial Technologies
AIT

247 hedge funds and large institutions have $2.75B invested in Applied Industrial Technologies in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 88 increasing their positions, 94 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $3.18M | Put options by funds: $1.9M

10% more capital invested

Capital invested by funds: $2.5B → $2.75B (+$247M)

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

0% more funds holding

Funds holding: 247 → 247 (0)

6% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 94

1.49% less ownership

Funds ownership: 92.16% → 90.67% (-1.5%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
247
Holders Change
–
Holders Change %
0%
% of All Funds
5.65%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
25
Increased
88
Reduced
94
Closed
24
Calls
$3.18M
Puts
$1.9M
Net Calls
+$1.28M
Net Calls Change
-$10M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$18.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$14.3M
3
Macquarie Group
Macquarie Group
Australia
+$13.7M
4
Millennium Management
Millennium Management
New York
+$8.72M
5
BlackRock
BlackRock
New York
+$7.57M

Top Sellers

1
HA
Homestead Advisers
Virginia
-$34.7M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$23.9M
3
ABC
Anchor Bolt Capital
Illinois
-$18.6M
4
Prudential Financial
Prudential Financial
New Jersey
-$10.6M
5
IECM
Intrinsic Edge Capital Management
Illinois
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
226
Sandy Spring Bank
Maryland
$17K – – –
IA
227
IFP Advisors
Florida
$12K -$303 -4 -3%
FHA
228
Flagship Harbor Advisors
Massachusetts
$10K +$76 +1 +0.8%
PCM
229
Prelude Capital Management
New York
$9K -$6.36K -84 -42%
TCM
230
TD Capital Management
Tennessee
$8K – – –
ST
231
Smithfield Trust
Pennsylvania
$7K – – –
GAM
232
Gemmer Asset Management
California
$6K – – –
QCG
233
Quadrant Capital Group
Ohio
$6K – – –
VIA
234
Vantage Investment Advisors
Pennsylvania
$6K – – –
Simplex Trading
235
Simplex Trading
Illinois
$5K +$5.07K +67 New
SFM
236
Signet Financial Management
New Jersey
$4K +$3.1K +41 +342%
WAP
237
Wealthcare Advisory Partners
Pennsylvania
$3K – – –
FGAM
238
Financial Gravity Asset Management
Texas
$2K – – –
PFBT
239
Parkside Financial Bank & Trust
Missouri
$2K – – –
JA
240
JOYN Advisors
Georgia
$2K +$605 +8 +53%
FHB
241
First Hawaiian Bank
Hawaii
$2K +$2.27K +30 New
CAG
242
Csenge Advisory Group
Florida
$2K +$3.41K +45 New
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$1K -$1.14K -15 -52%
GI
244
Gradient Investments
Minnesota
$1K – – –
PCP
245
Proficio Capital Partners
Massachusetts
$1K – – –
CFA
246
Carroll Financial Associates
North Carolina
$1K +$1.82K +24 New
Point72 Asset Management
247
Point72 Asset Management
Connecticut
– -$6.69M -95,364 Closed
SC
248
Shellback Capital
Massachusetts
– -$3.51M -50,000 Closed
3C
249
361 Capital
Colorado
– -$1.49M -21,168 Closed
ZIM
250
Zacks Investment Management
Illinois
– -$1.32M -18,828 Closed
7 8 9
10
11

AIT Hedge Fund Activity: Q3 2018 in Review

247 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q3 2018, worth a combined $2.75B — up 9.9% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new AIT positions and 24 closed out — a net gain of 1 holder — while 88 added to existing stakes and 94 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $18.3M. The largest seller was Homestead Advisers, cutting an estimated $34.7M.

  • 247 institutional investors held Applied Industrial Technologies (AIT) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $2.75B of Applied Industrial Technologies stock for Q3 2018, up 9.9% quarter-over-quarter.
  • 25 funds opened new Applied Industrial Technologies positions in Q3 2018 and 24 closed out, a net change of +1 holder.
  • The largest Applied Industrial Technologies buyer in Q3 2018 was JP Morgan Chase, an estimated $18.3M added.
  • The largest Applied Industrial Technologies seller in Q3 2018 was Homestead Advisers, an estimated $34.7M sold.

Based on aggregated 13F filings for Q3 2018.