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Applied Industrial Technologies

199 hedge funds and large institutions have $1.62B invested in Applied Industrial Technologies in 2016 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 74 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

6% more funds holding

Funds holding: 187199 (+12)

6% more capital invested

Capital invested by funds: $1.52B → $1.62B (+$97.2M)

2.41% more ownership

Funds ownership: 89.83%92.24% (+2.4%)

9% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 74

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
199
Holders Change
+12
Holders Change %
+6.42%
% of All Funds
5.31%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
26
Increased
67
Reduced
74
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$16.3M +$686K +15,312 +4%
GWI
27
Grace & White Inc
New York
$13.3M
Geode Capital Management
28
Geode Capital Management
Massachusetts
$12.2M -$21.9K -489 -0.2%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$11.8M +$11.7M +260,426 New
PAM
30
Panagora Asset Management
Massachusetts
$11.7M +$8.9M +198,648 +324%
Wells Fargo
31
Wells Fargo
California
$11.7M -$396K -8,843 -3%
BA
32
BlackRock Advisors
Delaware
$10.7M -$3.03M -67,583 -22%
Charles Schwab
33
Charles Schwab
California
$10.6M -$164K -3,662 -2%
Prudential Financial
34
Prudential Financial
New Jersey
$8.74M +$1.69M +37,820 +24%
Citadel Advisors
35
Citadel Advisors
Florida
$8.54M -$638K -14,231 -7%
Deutsche Bank
36
Deutsche Bank
Germany
$8.54M +$1.13M +25,258 +15%
Goldman Sachs
37
Goldman Sachs
New York
$8.16M +$2.45M +54,649 +43%
RCM
38
Riverhead Capital Management
Delaware
$7.95M +$14.5M +323,004 +3,634%
Bank of America
39
Bank of America
North Carolina
$7.58M -$238K -5,303 -3%
Morgan Stanley
40
Morgan Stanley
New York
$7.56M +$3.93M +87,743 +110%
TCIM
41
TIAA CREF Investment Management
New York
$7.5M -$863K -19,267 -10%
KCM
42
Kennedy Capital Management
Missouri
$7.29M -$377K -8,413 -5%
BIM
43
BlackRock Investment Management
Delaware
$7.28M -$111K -2,471 -2%
Invesco
44
Invesco
Georgia
$7.18M +$916K +20,445 +15%
PPA
45
Parametric Portfolio Associates
Washington
$6.46M -$50.5K -1,128 -0.8%
ICM
46
IronBridge Capital Management
Illinois
$6.3M -$141K -3,158 -2%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$6.14M -$62.7K -1,400 -1%
ABC
48
Anchor Bolt Capital
Illinois
$5.75M +$5.71M +127,368 New
Renaissance Technologies
49
Renaissance Technologies
New York
$5.48M +$1.12M +25,100 +26%
Barrow, Hanley, Mewhinney & Strauss
50
Barrow, Hanley, Mewhinney & Strauss
Texas
$5.35M -$19.9K -445 -0.4%

AIT Hedge Fund Activity: Q2 2016 in Review

199 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q2 2016, worth a combined $1.62B — up 6.4% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new AIT positions and 13 closed out — a net gain of 13 holders — while 67 added to existing stakes and 74 trimmed.

The largest buyer was Macquarie Group, adding an estimated $28.8M. The largest seller was Royce & Associates, cutting an estimated $28.9M.

  • 199 institutional investors held Applied Industrial Technologies (AIT) as of Q2 2016, up from 187 in Q1 2016.
  • Funds reported $1.62B of Applied Industrial Technologies stock for Q2 2016, up 6.4% quarter-over-quarter.
  • 26 funds opened new Applied Industrial Technologies positions in Q2 2016 and 13 closed out, a net change of +13 holders.
  • The largest Applied Industrial Technologies buyer in Q2 2016 was Macquarie Group, an estimated $28.8M added.
  • The largest Applied Industrial Technologies seller in Q2 2016 was Royce & Associates, an estimated $28.9M sold.

Based on aggregated 13F filings for Q2 2016.