We are live on ! Find out more
AIT icon

Applied Industrial Technologies
AIT

173 hedge funds and large institutions have $1.71B invested in Applied Industrial Technologies in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 69 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 61

1.49% more ownership

Funds ownership: 88.66% → 90.15% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

1% less funds holding

Funds holding: 175 → 173 (-2)

9% less capital invested

Capital invested by funds: $1.88B → $1.71B (-$173M)

Holders
173
Holders Change
-2
Holders Change %
-1.14%
% of All Funds
5.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
69
Reduced
61
Closed
18
Calls
$23K
Puts
–
Net Calls
+$23K
Net Calls Change
-$2K

Top Buyers

1
RA
Royce & Associates
New York
+$32M
2
Franklin Resources
Franklin Resources
California
+$8.25M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$4.38M
4
SBH
Segall Bryant & Hamill
Illinois
+$3.96M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$3.74M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$18.9M
2
WMSA
Weiss Multi-Strategy Advisers
New York
-$7.43M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$6.38M
4
AI
Analytic Investors
California
-$4.54M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$4.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$17.1M +$538K +10,985 +3%
TA
27
Teachers Advisors
New York
$16.8M +$372K +7,600 +2%
TCP
28
TAMRO Capital Partners
Virginia
$15.9M -$959K -19,597 -5%
Lazard Asset Management
29
Lazard Asset Management
New York
$14M -$161K -3,283 -1%
GWI
30
Grace & White Inc
New York
$13M – – –
Ameriprise
31
Ameriprise
Minnesota
$12.4M +$3.24M +66,270 +32%
EAM
32
Edge Asset Management
Washington
$12.1M +$2.58M +52,673 +25%
RCAMU
33
Rothschild & Co Asset Management US
Connecticut
$11.1M -$502K -10,251 -4%
Geode Capital Management
34
Geode Capital Management
Massachusetts
$10.8M +$45.7K +933 +0.4%
Prudential Financial
35
Prudential Financial
New Jersey
$10.5M +$52.8K +1,078 +0.5%
Macquarie Group
36
Macquarie Group
Australia
$9.94M +$1.61M +32,827 +18%
ICM
37
IronBridge Capital Management
Illinois
$9.21M – – –
Public Employees Retirement Association of Colorado
38
Public Employees Retirement Association of Colorado
Colorado
$9.07M – – –
TCIM
39
TIAA CREF Investment Management
New York
$8.37M -$288K -5,889 -3%
KCM
40
Kennedy Capital Management
Missouri
$7.9M -$159K -3,257 -2%
Charles Schwab
41
Charles Schwab
California
$7.35M +$101K +2,063 +1%
BIM
42
BlackRock Investment Management
Delaware
$6.77M +$62.6K +1,279 +0.9%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$6.38M +$108K +2,200 +2%
PAM
44
Panagora Asset Management
Massachusetts
$5.7M +$2.17M +44,381 +55%
Deutsche Bank
45
Deutsche Bank
Germany
$5.43M +$2.93M +59,848 +101%
New York State Teachers Retirement System (NYSTRS)
46
New York State Teachers Retirement System (NYSTRS)
New York
$4.9M -$196K -4,000 -4%
SBH
47
Segall Bryant & Hamill
Illinois
$4.46M +$3.96M +80,870 +479%
VHMC
48
Value Holdings Management Company
New York
$4.41M – – –
Renaissance Technologies
49
Renaissance Technologies
New York
$4.37M +$3.59M +73,300 +327%
NFA
50
Nationwide Fund Advisors
Ohio
$4.35M +$66.5K +1,358 +1%
1
2
3 4 5

AIT Hedge Fund Activity: Q3 2014 in Review

173 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q3 2014, worth a combined $1.71B — down 9.2% from $1.88B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of AIT and 17 opened new positions — a net loss of 1 holder — while 61 trimmed existing stakes and 69 added.

The largest buyer was Royce & Associates, adding an estimated $32M. The largest seller was Norges Bank, cutting an estimated $18.9M.

  • 173 institutional investors held Applied Industrial Technologies (AIT) as of Q3 2014, down from 175 in Q2 2014.
  • Funds reported $1.71B of Applied Industrial Technologies stock for Q3 2014, down 9.2% quarter-over-quarter.
  • 17 funds opened new Applied Industrial Technologies positions in Q3 2014 and 18 closed out, a net change of -1 holder.
  • The largest Applied Industrial Technologies buyer in Q3 2014 was Royce & Associates, an estimated $32M added.
  • The largest Applied Industrial Technologies seller in Q3 2014 was Norges Bank, an estimated $18.9M sold.

Based on aggregated 13F filings for Q3 2014.