Applied Industrial Technologies
247 hedge funds and large institutions have $2.5B invested in Applied Industrial Technologies in 2018 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 92 increasing their positions, 82 reducing their positions, and 31 closing their positions.
366% more call options, than puts
Call options by funds: $14.4M | Put options by funds: $3.09M
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
12% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 82
0.7% more ownership
Funds ownership: 91.47% → 92.16% (+0.7%)
3% less capital invested
Capital invested by funds: $2.58B → $2.5B (-$76.8M)
2% less funds holding
Funds holding: 253 → 247 (-6)
13% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$30.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$21.5M |
| 3 |
BlackRock
New York
|
+$21.1M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
+$15.1M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$35.2M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$18.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$14.6M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$11.7M |
| 5 |
HA
Homestead Advisers
Arlington,
Virginia
|
-$11.6M |
AIT Hedge Fund Activity: Q2 2018 in Review
247 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q2 2018, worth a combined $2.5B — down 3% from $2.58B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of AIT and 27 opened new positions — a net loss of 4 holders — while 82 trimmed existing stakes and 92 added.
The largest buyer was JP Morgan Chase, adding an estimated $30.6M. The largest seller was Fiduciary Management Inc, exiting entirely with an estimated $35.2M sold.
- 247 institutional investors held Applied Industrial Technologies (AIT) as of Q2 2018, down from 253 in Q1 2018.
- Funds reported $2.5B of Applied Industrial Technologies stock for Q2 2018, down 3% quarter-over-quarter.
- 27 funds opened new Applied Industrial Technologies positions in Q2 2018 and 31 closed out, a net change of -4 holders.
- The largest Applied Industrial Technologies buyer in Q2 2018 was JP Morgan Chase, an estimated $30.6M added.
- The largest Applied Industrial Technologies seller in Q2 2018 was Fiduciary Management Inc, an estimated $35.2M sold.
Based on aggregated 13F filings for Q2 2018.