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Applied Industrial Technologies
AIT

187 hedge funds and large institutions have $1.52B invested in Applied Industrial Technologies in 2016 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 79 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

52% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 52

6% more funds holding

Funds holding: 177 → 187 (+10)

5% more capital invested

Capital invested by funds: $1.45B → $1.52B (+$67.8M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1.37% less ownership

Funds ownership: 91.2% → 89.83% (-1.4%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $421K

Holders
187
Holders Change
+10
Holders Change %
+5.65%
% of All Funds
4.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
25
Increased
79
Reduced
52
Closed
13
Calls
–
Puts
$421K
Net Calls
-$421K
Net Calls Change
-$466K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$18.5M
2
Victory Capital Management
Victory Capital Management
Texas
+$9.85M
3
JP Morgan Chase
JP Morgan Chase
New York
+$8.67M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$8.33M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$6.7M

Top Sellers

1
RA
Royce & Associates
New York
-$29.5M
2
SAM
Silvercrest Asset Management
New York
-$21.7M
3
GAM
Gotham Asset Management
New York
-$16.2M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$11.4M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$18.4M -$11.4M -288,800 -41%
Ameriprise
27
Ameriprise
Minnesota
$15M -$226K -5,738 -2%
BA
28
BlackRock Advisors
Delaware
$13.2M -$818K -20,760 -6%
GWI
29
Grace & White Inc
New York
$12.8M +$86.7K +2,200 +0.8%
Wells Fargo
30
Wells Fargo
California
$11.6M -$2.91M -73,710 -22%
Charles Schwab
31
Charles Schwab
California
$10.3M +$197K +4,998 +2%
Citadel Advisors
32
Citadel Advisors
Florida
$8.83M +$425K +10,769 +6%
TCIM
33
TIAA CREF Investment Management
New York
$8.05M -$1.12M -28,300 -13%
Bank of America
34
Bank of America
North Carolina
$7.52M -$6.61M -167,588 -49%
KCM
35
Kennedy Capital Management
Missouri
$7.38M -$175K -4,445 -3%
Point72 Asset Management
36
Point72 Asset Management
Connecticut
$7.37M +$6.7M +169,900 New
Deutsche Bank
37
Deutsche Bank
Germany
$7.12M +$1.57M +39,815 +32%
BIM
38
BlackRock Investment Management
Delaware
$7.11M +$146K +3,696 +2%
Prudential Financial
39
Prudential Financial
New Jersey
$6.76M +$509K +12,900 +9%
PPA
40
Parametric Portfolio Associates
Washington
$6.26M +$481K +12,203 +9%
ICM
41
IronBridge Capital Management
Illinois
$6.19M +$321K +8,130 +6%
Invesco
42
Invesco
Georgia
$6.01M +$1.46M +37,028 +36%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$5.96M +$15.8K +400 +0.3%
Goldman Sachs
44
Goldman Sachs
New York
$5.48M +$3.52M +89,246 +242%
SCP
45
Scoria Capital Partners
Connecticut
$5.44M +$3.78M +95,900 +326%
Caisse de Depot et Placement du Quebec (CDPQ)
46
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.17M +$1.26M +32,000 +37%
Barrow, Hanley, Mewhinney & Strauss
47
Barrow, Hanley, Mewhinney & Strauss
Texas
$5.16M +$265K +6,731 +6%
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$4.6M -$3.94K -100 -0.1%
VHMC
49
Value Holdings Management Company
New York
$4.28M – – –
Renaissance Technologies
50
Renaissance Technologies
New York
$4.18M +$1.5M +38,150 +66%
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AIT Hedge Fund Activity: Q1 2016 in Review

187 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q1 2016, worth a combined $1.52B — up 4.7% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new AIT positions and 13 closed out — a net gain of 12 holders — while 79 added to existing stakes and 52 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $18.5M. The largest seller was Royce & Associates, cutting an estimated $29.5M.

  • 187 institutional investors held Applied Industrial Technologies (AIT) as of Q1 2016, up from 177 in Q4 2015.
  • Funds reported $1.52B of Applied Industrial Technologies stock for Q1 2016, up 4.7% quarter-over-quarter.
  • 25 funds opened new Applied Industrial Technologies positions in Q1 2016 and 13 closed out, a net change of +12 holders.
  • The largest Applied Industrial Technologies buyer in Q1 2016 was Wellington Management Group, an estimated $18.5M added.
  • The largest Applied Industrial Technologies seller in Q1 2016 was Royce & Associates, an estimated $29.5M sold.

Based on aggregated 13F filings for Q1 2016.