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Applied Industrial Technologies

175 hedge funds and large institutions have $1.8B invested in Applied Industrial Technologies in 2013 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

15% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 62

3% more funds holding

Funds holding: 170175 (+5)

0.49% less ownership

Funds ownership: 88.01%87.52% (-0.49%)

6% less capital invested

Capital invested by funds: $1.91B → $1.8B (-$108M)

Holders
175
Holders Change
+5
Holders Change %
+2.94%
% of All Funds
5.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
22
Increased
71
Reduced
62
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TA
26
Teachers Advisors
New York
$16.2M +$129K +2,640 +0.8%
Principal Financial Group
27
Principal Financial Group
Iowa
$15.8M +$1.33M +27,212 +9%
GWI
28
Grace & White Inc
New York
$14M
Wells Fargo
29
Wells Fargo
California
$13.1M +$1.75M +36,001 +16%
Adage Capital Partners
30
Adage Capital Partners
Massachusetts
$12.3M +$12.2M +251,387 New
RCAMU
31
Rothschild & Co Asset Management US
Connecticut
$12M -$610K -12,512 -5%
KCM
32
Kennedy Capital Management
Missouri
$11M -$507K -10,407 -4%
ICM
33
IronBridge Capital Management
Illinois
$11M -$918K -18,833 -8%
TCP
34
TAMRO Capital Partners
Virginia
$11M -$405K -8,307 -4%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$9.98M +$1M +20,609 +11%
Public Employees Retirement Association of Colorado
36
Public Employees Retirement Association of Colorado
Colorado
$9.79M
Prudential Financial
37
Prudential Financial
New Jersey
$9.77M +$400K +8,200 +4%
TCIM
38
TIAA CREF Investment Management
New York
$9.17M +$59.7K +1,225 +0.7%
PCMI
39
Paradigm Capital Management Inc
New York
$9.07M -$2.85M -58,425 -24%
EAM
40
Edge Asset Management
Washington
$8.83M -$2.85M -58,494 -25%
Ameriprise
41
Ameriprise
Minnesota
$8.26M +$255K +5,228 +3%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$7.52M +$590K +12,101 +9%
BIM
43
BlackRock Investment Management
Delaware
$6.91M -$106K -2,173 -2%
Charles Schwab
44
Charles Schwab
California
$6.85M +$366K +7,518 +6%
Macquarie Group
45
Macquarie Group
Australia
$6.67M +$1.17M +24,014 +21%
New York State Teachers Retirement System (NYSTRS)
46
New York State Teachers Retirement System (NYSTRS)
New York
$6.02M -$429K -8,800 -7%
Deutsche Bank
47
Deutsche Bank
Germany
$5.87M -$6.53M -134,015 -53%
Morgan Stanley
48
Morgan Stanley
New York
$5.16M +$794K +16,299 +18%
Caisse de Depot et Placement du Quebec (CDPQ)
49
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.14M +$1.74M +35,790 +52%
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.04M +$34.1K +700 +0.7%

AIT Hedge Fund Activity: Q4 2013 in Review

175 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q4 2013, worth a combined $1.8B — down 5.7% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AIT positions and 17 closed out — a net gain of 5 holders — while 71 added to existing stakes and 62 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $16.6M. The largest seller was Silvercrest Asset Management, cutting an estimated $25.1M.

  • 175 institutional investors held Applied Industrial Technologies (AIT) as of Q4 2013, up from 170 in Q3 2013.
  • Funds reported $1.8B of Applied Industrial Technologies stock for Q4 2013, down 5.7% quarter-over-quarter.
  • 22 funds opened new Applied Industrial Technologies positions in Q4 2013 and 17 closed out, a net change of +5 holders.
  • The largest Applied Industrial Technologies buyer in Q4 2013 was Wellington Management Group, an estimated $16.6M added.
  • The largest Applied Industrial Technologies seller in Q4 2013 was Silvercrest Asset Management, an estimated $25.1M sold.

Based on aggregated 13F filings for Q4 2013.