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Applied Industrial Technologies
AIT

168 hedge funds and large institutions have $1.65B invested in Applied Industrial Technologies in 2015 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 74 increasing their positions, 57 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

49% more call options, than puts

Call options by funds: $136K | Put options by funds: $91K

30% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 57

3% less capital invested

Capital invested by funds: $1.7B → $1.65B (-$53.4M)

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

2% less funds holding

Funds holding: 171 → 168 (-3)

1.86% less ownership

Funds ownership: 90.43% → 88.57% (-1.9%)

Holders
168
Holders Change
-3
Holders Change %
-1.75%
% of All Funds
4.48%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
20
Increased
74
Reduced
57
Closed
22
Calls
$136K
Puts
$91K
Net Calls
+$45K
Net Calls Change
+$22K

Top Buyers

1
BTW
Boston Trust Walden
Massachusetts
+$30.5M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$27.3M
3
EAM
Edge Asset Management
Washington
+$23.5M
4
MAA
Managed Account Advisors
New Jersey
+$11.3M
5
ICOM
Investment Counselors of Maryland
Maryland
+$10M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$48.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$33.5M
3
TCP
TAMRO Capital Partners
Virginia
-$16.1M
4
ESCM
Echo Street Capital Management
New York
-$13.8M
5
Franklin Resources
Franklin Resources
California
-$13.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Lazard Asset Management
26
Lazard Asset Management
New York
$14.4M +$468K +10,949 +4%
GWI
27
Grace & White Inc
New York
$12.9M – – –
Ameriprise
28
Ameriprise
Minnesota
$12.8M +$557K +13,037 +5%
Macquarie Group
29
Macquarie Group
Australia
$12.7M +$1.26M +29,474 +12%
MAA
30
Managed Account Advisors
New Jersey
$12M +$11.3M +263,348 +11,495%
Principal Financial Group
31
Principal Financial Group
Iowa
$12M -$6.43M -150,453 -36%
ESCM
32
Echo Street Capital Management
New York
$11.2M -$13.8M -322,297 -57%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$10.9M +$80.3K +1,880 +0.8%
ICOM
34
Investment Counselors of Maryland
Maryland
$10.6M +$10M +234,450 New
Prudential Financial
35
Prudential Financial
New Jersey
$9.58M -$246K -5,760 -3%
Charles Schwab
36
Charles Schwab
California
$8.56M +$1.22M +28,565 +18%
KCM
37
Kennedy Capital Management
Missouri
$8.38M +$668K +15,630 +9%
Citadel Advisors
38
Citadel Advisors
Florida
$7.74M +$3.47M +81,280 +91%
TCIM
39
TIAA CREF Investment Management
New York
$7.52M -$123K -2,867 -2%
BIM
40
BlackRock Investment Management
Delaware
$6.72M +$74.8K +1,751 +1%
ICM
41
IronBridge Capital Management
Illinois
$6.13M -$2.94M -68,780 -34%
Artisan Partners
42
Artisan Partners
Wisconsin
$5.96M +$5.61M +131,339 New
SBH
43
Segall Bryant & Hamill
Illinois
$5.9M +$121K +2,835 +2%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$5.77M – – –
Invesco
45
Invesco
Georgia
$5.39M +$977K +22,854 +24%
JP Morgan Chase
46
JP Morgan Chase
New York
$5.37M -$13M -303,233 -72%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$5.19M +$1.39M +32,589 +40%
ZIM
48
ZPR Investment Management
Florida
$4.92M +$4.64M +108,510 New
New York State Teachers Retirement System (NYSTRS)
49
New York State Teachers Retirement System (NYSTRS)
New York
$4.81M -$25.6K -600 -0.6%
Barrow, Hanley, Mewhinney & Strauss
50
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.72M +$4.45M +104,108 New
1
2
3 4 5

AIT Hedge Fund Activity: Q1 2015 in Review

168 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q1 2015, worth a combined $1.65B — down 3.1% from $1.7B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of AIT and 20 opened new positions — a net loss of 2 holders — while 57 trimmed existing stakes and 74 added.

The largest buyer was Boston Trust Walden, opening a new position worth an estimated $30.5M. The largest seller was Fidelity Investments, exiting entirely with an estimated $48.4M sold.

  • 168 institutional investors held Applied Industrial Technologies (AIT) as of Q1 2015, down from 171 in Q4 2014.
  • Funds reported $1.65B of Applied Industrial Technologies stock for Q1 2015, down 3.1% quarter-over-quarter.
  • 20 funds opened new Applied Industrial Technologies positions in Q1 2015 and 22 closed out, a net change of -2 holders.
  • The largest Applied Industrial Technologies buyer in Q1 2015 was Boston Trust Walden, an estimated $30.5M added.
  • The largest Applied Industrial Technologies seller in Q1 2015 was Fidelity Investments, an estimated $48.4M sold.

Based on aggregated 13F filings for Q1 2015.