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Applied Industrial Technologies
AIT

214 hedge funds and large institutions have $2.07B invested in Applied Industrial Technologies in 2016 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 67 increasing their positions, 81 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

517% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 6

248% more call options, than puts

Call options by funds: $268K | Put options by funds: $77K

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

27% more capital invested

Capital invested by funds: $1.64B → $2.07B (+$434M)

15% more funds holding

Funds holding: 186 → 214 (+28)

0.75% less ownership

Funds ownership: 90.02% → 89.28% (-0.75%)

17% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 81

Holders
214
Holders Change
+28
Holders Change %
+15.05%
% of All Funds
5.35%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
37
Increased
67
Reduced
81
Closed
6
Calls
$268K
Puts
$77K
Net Calls
+$191K
Net Calls Change
+$191K

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$16.4M
2
JP Morgan Chase
JP Morgan Chase
New York
+$10.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$10.6M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$9.07M
5
Renaissance Technologies
Renaissance Technologies
New York
+$8.74M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$29.8M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$23.9M
3
RA
Royce & Associates
New York
-$22.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$20.1M
5
EAM
Edge Asset Management
Washington
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$21M -$242K -4,465 -1%
Renaissance Technologies
27
Renaissance Technologies
New York
$19.9M +$8.74M +160,950 +93%
ABC
28
Anchor Bolt Capital
Illinois
$17.5M +$7.81M +143,843 +95%
Morgan Stanley
29
Morgan Stanley
New York
$17.2M +$8.32M +153,199 +112%
PAM
30
Panagora Asset Management
Massachusetts
$16.8M -$607K -11,175 -4%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$16.7M +$482K +8,887 +3%
Charles Schwab
32
Charles Schwab
California
$15.2M +$69.8K +1,286 +0.5%
GWI
33
Grace & White Inc
New York
$15M -$1.97M -36,300 -13%
Prudential Financial
34
Prudential Financial
New Jersey
$13.8M +$2.68M +49,370 +27%
Invesco
35
Invesco
Georgia
$12.8M +$351K +6,469 +3%
Wells Fargo
36
Wells Fargo
California
$12.8M -$1.93M -35,578 -14%
Deutsche Bank
37
Deutsche Bank
Germany
$12.4M +$2.15M +39,544 +23%
BIM
38
BlackRock Investment Management
Delaware
$11.5M +$1.88M +34,634 +22%
Bank of America
39
Bank of America
North Carolina
$10.4M +$255K +4,702 +3%
Acadian Asset Management
40
Acadian Asset Management
Massachusetts
$9.92M +$9.07M +167,040 New
TCIM
41
TIAA CREF Investment Management
New York
$9.37M -$327K -6,024 -4%
BA
42
BlackRock Advisors
Delaware
$9.16M -$4.61M -84,924 -36%
KCM
43
Kennedy Capital Management
Missouri
$9.01M -$84K -1,547 -1%
Goldman Sachs
44
Goldman Sachs
New York
$8.25M +$2.81M +51,683 +59%
AllianceBernstein
45
AllianceBernstein
Tennessee
$8.17M -$1.27M -23,350 -15%
ICM
46
IronBridge Capital Management
Illinois
$8.05M -$57.2K -1,054 -0.8%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$7.54M -$86.9K -1,600 -1%
VHMC
48
Value Holdings Management Company
New York
$7.16M +$1.19M +22,000 +22%
AP
49
AHL Partners
United Kingdom
$7.02M +$2.87M +52,943 +81%
Barrow, Hanley, Mewhinney & Strauss
50
Barrow, Hanley, Mewhinney & Strauss
Texas
$6.85M -$25.2K -464 -0.4%
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AIT Hedge Fund Activity: Q4 2016 in Review

214 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q4 2016, worth a combined $2.07B — up 27% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AIT positions and 6 closed out — a net gain of 31 holders — while 67 added to existing stakes and 81 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $16.4M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $29.8M.

  • 214 institutional investors held Applied Industrial Technologies (AIT) as of Q4 2016, up from 186 in Q3 2016.
  • Funds reported $2.07B of Applied Industrial Technologies stock for Q4 2016, up 27% quarter-over-quarter.
  • 37 funds opened new Applied Industrial Technologies positions in Q4 2016 and 6 closed out, a net change of +31 holders.
  • The largest Applied Industrial Technologies buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $16.4M added.
  • The largest Applied Industrial Technologies seller in Q4 2016 was Fuller & Thaler Asset Management, an estimated $29.8M sold.

Based on aggregated 13F filings for Q4 2016.