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Applied Industrial Technologies

222 hedge funds and large institutions have $2.05B invested in Applied Industrial Technologies in 2017 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 79 increasing their positions, 82 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

7% more funds holding

Funds holding: 208222 (+14)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.59% less ownership

Funds ownership: 89.65%89.06% (-0.59%)

4% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 82

5% less capital invested

Capital invested by funds: $2.16B → $2.05B (-$109M)

Holders
222
Holders Change
+14
Holders Change %
+6.73%
% of All Funds
5.53%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
79
Reduced
82
Closed
11
Calls
$407K
Puts
Net Calls
+$407K
Net Calls Change
+$444K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$18.9M -$693K -11,319 -3%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$18.9M +$442K +7,214 +2%
RA
28
Royce & Associates
New York
$18.3M -$2.25M -36,700 -11%
Bank of America
29
Bank of America
North Carolina
$17.5M -$1.25M -20,483 -6%
ABC
30
Anchor Bolt Capital
Illinois
$16.7M -$3.5M -57,062 -17%
Renaissance Technologies
31
Renaissance Technologies
New York
$16.6M -$2.03M -33,200 -11%
Charles Schwab
32
Charles Schwab
California
$16.5M -$22.6K -369 -0.1%
Wells Fargo
33
Wells Fargo
California
$15M +$3.63M +59,221 +30%
GWI
34
Grace & White Inc
New York
$14.3M
Millennium Management
35
Millennium Management
New York
$13.3M +$12.7M +207,140 +1,098%
AL
36
AJO LP
Pennsylvania
$11.7M +$12.2M +198,965 New
Invesco
37
Invesco
Georgia
$11.6M -$1.22M -19,932 -9%
TCIM
38
TIAA CREF Investment Management
New York
$11.6M +$837K +13,656 +7%
Morgan Stanley
39
Morgan Stanley
New York
$10.2M -$1.06M -17,280 -9%
Deutsche Bank
40
Deutsche Bank
Germany
$9.98M +$4.83M +78,877 +87%
Barrow, Hanley, Mewhinney & Strauss
41
Barrow, Hanley, Mewhinney & Strauss
Texas
$7.04M
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$6.77M -$447K -7,300 -6%
AllianceBernstein
43
AllianceBernstein
Tennessee
$6.46M -$1.79M -29,210 -21%
New York State Teachers Retirement System (NYSTRS)
44
New York State Teachers Retirement System (NYSTRS)
New York
$6.09M -$116K -1,900 -2%
PPA
45
Parametric Portfolio Associates
Washington
$6.07M +$363K +5,928 +6%
MAM
46
Martingale Asset Management
Massachusetts
$5.62M
VHMC
47
Value Holdings Management Company
New York
$5.53M -$306K -5,000 -5%
CRC
48
Curi RMB Capital
Illinois
$5.5M +$5.71M +93,133 New
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$5.21M +$5.14M +83,925 +1,939%
KCM
50
Kennedy Capital Management
Missouri
$5.02M -$3.73M -60,844 -42%