Applied Industrial Technologies
253 hedge funds and large institutions have $2.58B invested in Applied Industrial Technologies in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 75 increasing their positions, 95 reducing their positions, and 31 closing their positions.
100% more call options, than puts
Call options by funds: $1.21M | Put options by funds: $605K
39% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 31
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
9% more capital invested
Capital invested by funds: $2.36B → $2.58B (+$214M)
5% more funds holding
Funds holding: 242 → 253 (+11)
2% more ownership
Funds ownership: 89.46% → 91.47% (+2%)
21% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 95
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$60.3M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
+$36.3M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$27.7M |
| 4 |
RI
Redwood Investments
Boston,
Massachusetts
|
+$24.5M |
| 5 |
CRCP
Copper Rock Capital Partners
Boston,
Massachusetts
|
+$19.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$27.5M |
| 2 |
BlackRock
New York
|
-$25.9M |
| 3 |
Millennium Management
New York
|
-$20.4M |
| 4 |
JP Morgan Chase
New York
|
-$17.7M |
| 5 |
Renaissance Technologies
New York
|
-$17.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
II
276
Inspire Investing
Meridian,
Idaho
| – | -$111K | -1,629 | Closed |
|
|
IWP
277
Icon Wealth Partners
Houston,
Texas
| – | -$13K | -194 | Closed |
|
|
PCP
278
Proficio Capital Partners
Newton,
Massachusetts
| – | -$11K | -153 | -96% |
|
|
CA
279
Calton & Associates
Tampa,
Florida
| – | -$7K | -110 | Closed |
|
|
FPFS
280
First Personal Financial Services
Charlotte,
North Carolina
| – | -$3K | -40 | Closed |
|
281
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2K | -35 | Closed |
|
|
RWA
282
Ropes Wealth Advisors
Boston,
Massachusetts
| – | -$1K | -14 | Closed |
|
AIT Hedge Fund Activity: Q1 2018 in Review
253 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q1 2018, worth a combined $2.58B — up 9.1% from $2.36B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new AIT positions and 31 closed out — a net gain of 12 holders — while 75 added to existing stakes and 95 trimmed.
The largest buyer was Wells Fargo, adding an estimated $60.3M. The largest seller was Principal Financial Group, cutting an estimated $27.5M.
- 253 institutional investors held Applied Industrial Technologies (AIT) as of Q1 2018, up from 242 in Q4 2017.
- Funds reported $2.58B of Applied Industrial Technologies stock for Q1 2018, up 9.1% quarter-over-quarter.
- 43 funds opened new Applied Industrial Technologies positions in Q1 2018 and 31 closed out, a net change of +12 holders.
- The largest Applied Industrial Technologies buyer in Q1 2018 was Wells Fargo, an estimated $60.3M added.
- The largest Applied Industrial Technologies seller in Q1 2018 was Principal Financial Group, an estimated $27.5M sold.
Based on aggregated 13F filings for Q1 2018.