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Applied Industrial Technologies
AIT

171 hedge funds and large institutions have $1.7B invested in Applied Industrial Technologies in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 68 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

0.28% more ownership

Funds ownership: 90.15% → 90.43% (+0.28%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less capital invested

Capital invested by funds: $1.71B → $1.7B (-$5.69M)

1% less funds holding

Funds holding: 173 → 171 (-2)

19% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 68

Holders
171
Holders Change
-2
Holders Change %
-1.16%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
55
Reduced
68
Closed
17
Calls
$23K
Puts
–
Net Calls
+$23K
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$10.7M
2
ESCM
Echo Street Capital Management
New York
+$8.28M
3
EAM
Edge Asset Management
Washington
+$5.8M
4
American Century Companies
American Century Companies
Missouri
+$4.49M
5
Renaissance Technologies
Renaissance Technologies
New York
+$4.44M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$11.3M
2
RCAMU
Rothschild & Co Asset Management US
Connecticut
-$9.78M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$7.07M
4
Goldman Sachs
Goldman Sachs
New York
-$5.76M
5
ZIM
Zacks Investment Management
Illinois
-$3.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
26
Teachers Advisors
New York
$18.1M +$1.31M +28,100 +8%
EAM
27
Edge Asset Management
Washington
$17.7M +$5.8M +124,164 +47%
Wells Fargo
28
Wells Fargo
California
$16.7M -$1.73M -37,039 -9%
TCP
29
TAMRO Capital Partners
Virginia
$16.1M +$244K +5,226 +2%
Lazard Asset Management
30
Lazard Asset Management
New York
$13.9M -$35.6K -762 -0.2%
GWI
31
Grace & White Inc
New York
$13M – – –
Ameriprise
32
Ameriprise
Minnesota
$12.3M -$52.4K -1,122 -0.4%
Macquarie Group
33
Macquarie Group
Australia
$11.4M +$1.52M +32,543 +15%
Geode Capital Management
34
Geode Capital Management
Massachusetts
$10.9M +$85.1K +1,823 +0.8%
Prudential Financial
35
Prudential Financial
New Jersey
$9.9M -$621K -13,300 -6%
ICM
36
IronBridge Capital Management
Illinois
$9.3M +$104K +2,220 +1%
Renaissance Technologies
37
Renaissance Technologies
New York
$8.7M +$4.44M +95,000 +99%
Public Employees Retirement Association of Colorado
38
Public Employees Retirement Association of Colorado
Colorado
$8.6M -$467K -10,000 -5%
Deutsche Bank
39
Deutsche Bank
Germany
$8.09M +$2.74M +58,574 +49%
KCM
40
Kennedy Capital Management
Missouri
$7.71M -$184K -3,938 -2%
TCIM
41
TIAA CREF Investment Management
New York
$7.7M -$683K -14,617 -8%
Charles Schwab
42
Charles Schwab
California
$7.3M -$41.3K -885 -0.5%
BIM
43
BlackRock Investment Management
Delaware
$6.68M -$82K -1,755 -1%
SBH
44
Segall Bryant & Hamill
Illinois
$5.81M +$1.38M +29,590 +30%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$5.77M +$65.4K +1,400 +1%
New York State Teachers Retirement System (NYSTRS)
46
New York State Teachers Retirement System (NYSTRS)
New York
$4.86M -$31.8K -681 -0.6%
PAM
47
Panagora Asset Management
Massachusetts
$4.7M -$1.02M -21,814 -17%
VHMC
48
Value Holdings Management Company
New York
$4.4M – – –
American Century Companies
49
American Century Companies
Missouri
$4.38M +$4.49M +96,180 New
Invesco
50
Invesco
Georgia
$4.38M +$91K +1,949 +2%
1
2
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AIT Hedge Fund Activity: Q4 2014 in Review

171 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q4 2014, worth a combined $1.7B — down 0.33% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new AIT positions and 17 closed out — a net gain of 2 holders — while 55 added to existing stakes and 68 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $10.7M. The largest seller was JP Morgan Chase, cutting an estimated $11.3M.

  • 171 institutional investors held Applied Industrial Technologies (AIT) as of Q4 2014, down from 173 in Q3 2014.
  • Funds reported $1.7B of Applied Industrial Technologies stock for Q4 2014, down 0.33% quarter-over-quarter.
  • 19 funds opened new Applied Industrial Technologies positions in Q4 2014 and 17 closed out, a net change of +2 holders.
  • The largest Applied Industrial Technologies buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $10.7M added.
  • The largest Applied Industrial Technologies seller in Q4 2014 was JP Morgan Chase, an estimated $11.3M sold.

Based on aggregated 13F filings for Q4 2014.