Applied Industrial Technologies
226 hedge funds and large institutions have $2.08B invested in Applied Industrial Technologies in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 86 increasing their positions, 78 reducing their positions, and 36 closing their positions.
10% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 78
9% more capital invested
Capital invested by funds: $1.91B → $2.08B (+$165M)
5% less call options, than puts
Call options by funds: $1.32M | Put options by funds: $1.39M
1.36% less ownership
Funds ownership: 91.43% → 90.07% (-1.4%)
6% less funds holding
Funds holding: 240 → 226 (-14)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
36% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$21.8M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$18.3M |
| 3 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
+$15M |
| 4 |
BlackRock
New York
|
+$13.2M |
| 5 |
CC
Carlson Capital
Dallas,
Texas
|
+$7.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$28M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$10.5M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$10M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$9.09M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$8.97M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
AssetMark Inc
Concord,
California
| – | -$28K | -515 | Closed |
|
|
CMBA
252
C.M. Bidwell & Associates
Honolulu,
Hawaii
| – | -$25K | -460 | Closed |
|
|
AIC
253
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$22K | -415 | Closed |
|
|
PRC
254
Pearl River Capital
Niles,
Michigan
| – | -$20K | -364 | Closed |
|
|
CC
255
Claybrook Capital
Wellesley,
Massachusetts
| – | -$7K | -132 | Closed |
|
|
WDL
256
Well Done LLC
Holland,
Michigan
| – | -$7K | -132 | Closed |
|
|
FHA
257
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$6K | -129 | Closed |
|
|
TRCT
258
Tower Research Capital (TRC)
New York
| – | -$5K | -93 | Closed |
|
|
MNBTD
259
Moody National Bank Trust Division
Galveston,
Texas
| – | -$4K | -79 | Closed |
|
|
CFGS
260
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$1.68K | -29 | Closed |
|
|
PWMG
261
Prestige Wealth Management Group
Flemington,
New Jersey
| – | -$1K | -14 | Closed |
|
|
HNB
262
Huntington National Bank
Columbus,
Ohio
| – | -$58 | -1 | -33% |
|
AIT Hedge Fund Activity: Q1 2019 in Review
226 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q1 2019, worth a combined $2.08B — up 8.6% from $1.91B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of AIT and 23 opened new positions — a net loss of 13 holders — while 78 trimmed existing stakes and 86 added.
The largest buyer was Victory Capital Management, adding an estimated $21.8M. The largest seller was Robeco Institutional Asset Management, exiting entirely with an estimated $28M sold.
- 226 institutional investors held Applied Industrial Technologies (AIT) as of Q1 2019, down from 240 in Q4 2018.
- Funds reported $2.08B of Applied Industrial Technologies stock for Q1 2019, up 8.6% quarter-over-quarter.
- 23 funds opened new Applied Industrial Technologies positions in Q1 2019 and 36 closed out, a net change of -13 holders.
- The largest Applied Industrial Technologies buyer in Q1 2019 was Victory Capital Management, an estimated $21.8M added.
- The largest Applied Industrial Technologies seller in Q1 2019 was Robeco Institutional Asset Management, an estimated $28M sold.
Based on aggregated 13F filings for Q1 2019.