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Applied Industrial Technologies
AIT

175 hedge funds and large institutions have $1.88B invested in Applied Industrial Technologies in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 72 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 62

6% more capital invested

Capital invested by funds: $1.78B → $1.88B (+$100M)

0.39% more ownership

Funds ownership: 88.26% → 88.66% (+0.39%)

2% less funds holding

Funds holding: 179 → 175 (-4)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
175
Holders Change
-4
Holders Change %
-2.23%
% of All Funds
5.03%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
18
Increased
72
Reduced
62
Closed
22
Calls
$25K
Puts
–
Net Calls
+$25K
Net Calls Change
-$4K

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$19.4M
2
RA
Royce & Associates
New York
+$15.5M
3
Lazard Asset Management
Lazard Asset Management
New York
+$15M
4
ESCM
Echo Street Capital Management
New York
+$9.14M
5
Franklin Resources
Franklin Resources
California
+$8.65M

Top Sellers

1
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
-$25.2M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$20.7M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$12.1M
4
BFA
BlackRock Fund Advisors
California
-$7.72M
5
GAM
Gotham Asset Management
New York
-$6.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$18.5M +$525K +10,869 +3%
TA
27
Teachers Advisors
New York
$18.3M +$37K +765 +0.2%
ESCM
28
Echo Street Capital Management
New York
$16.4M +$9.14M +189,171 +140%
Lazard Asset Management
29
Lazard Asset Management
New York
$15.7M +$15M +309,746 New
GWI
30
Grace & White Inc
New York
$14.5M – – –
RCAMU
31
Rothschild & Co Asset Management US
Connecticut
$12.8M +$1.11M +23,065 +10%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$12M +$495K +10,253 +5%
Prudential Financial
33
Prudential Financial
New Jersey
$11.6M +$368K +7,622 +3%
EAM
34
Edge Asset Management
Washington
$10.8M +$773K +15,999 +8%
Ameriprise
35
Ameriprise
Minnesota
$10.4M +$263K +5,451 +3%
ICM
36
IronBridge Capital Management
Illinois
$10.2M -$653K -13,511 -6%
Public Employees Retirement Association of Colorado
37
Public Employees Retirement Association of Colorado
Colorado
$10.1M -$45K -932 -0.5%
TCIM
38
TIAA CREF Investment Management
New York
$9.6M +$721K +14,913 +9%
Macquarie Group
39
Macquarie Group
Australia
$9.38M +$1,000K +20,683 +13%
KCM
40
Kennedy Capital Management
Missouri
$8.95M -$616K -12,751 -7%
Charles Schwab
41
Charles Schwab
California
$8.06M +$359K +7,419 +5%
BIM
42
BlackRock Investment Management
Delaware
$7.46M +$262K +5,419 +4%
WMSA
43
Weiss Multi-Strategy Advisers
New York
$7.43M +$6.8M +140,750 +2,423%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$6.98M -$614K -12,700 -8%
New York State Teachers Retirement System (NYSTRS)
45
New York State Teachers Retirement System (NYSTRS)
New York
$5.65M -$271K -5,600 -5%
Citadel Advisors
46
Citadel Advisors
Florida
$5.4M +$1.66M +34,272 +48%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$5.11M +$689K +14,256 +16%
VHMC
48
Value Holdings Management Company
New York
$4.9M – – –
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$4.84M -$193K -4,000 -4%
Point72 Asset Management
50
Point72 Asset Management
Connecticut
$4.8M +$4.57M +94,600 New
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2
3 4 5

AIT Hedge Fund Activity: Q2 2014 in Review

175 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q2 2014, worth a combined $1.88B — up 5.6% from $1.78B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of AIT and 18 opened new positions — a net loss of 4 holders — while 62 trimmed existing stakes and 72 added.

The largest buyer was Norges Bank, adding an estimated $19.4M. The largest seller was Luther King Capital Management (LKCM), exiting entirely with an estimated $25.2M sold.

  • 175 institutional investors held Applied Industrial Technologies (AIT) as of Q2 2014, down from 179 in Q1 2014.
  • Funds reported $1.88B of Applied Industrial Technologies stock for Q2 2014, up 5.6% quarter-over-quarter.
  • 18 funds opened new Applied Industrial Technologies positions in Q2 2014 and 22 closed out, a net change of -4 holders.
  • The largest Applied Industrial Technologies buyer in Q2 2014 was Norges Bank, an estimated $19.4M added.
  • The largest Applied Industrial Technologies seller in Q2 2014 was Luther King Capital Management (LKCM), an estimated $25.2M sold.

Based on aggregated 13F filings for Q2 2014.