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Applied Industrial Technologies
AIT

219 hedge funds and large institutions have $2.3B invested in Applied Industrial Technologies in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 65 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 65

12% more capital invested

Capital invested by funds: $2.05B → $2.3B (+$249M)

1.02% more ownership

Funds ownership: 89.06% → 90.07% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

1% less funds holding

Funds holding: 222 → 219 (-3)

58% less call options, than puts

Call options by funds: $1.39M | Put options by funds: $3.3M

Holders
219
Holders Change
-3
Holders Change %
-1.35%
% of All Funds
5.46%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
86
Reduced
65
Closed
29
Calls
$1.39M
Puts
$3.3M
Net Calls
-$1.91M
Net Calls Change
-$2.32M

Top Buyers

1
BlackRock
BlackRock
New York
+$17.8M
2
Millennium Management
Millennium Management
New York
+$11.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$10.2M
4
Norges Bank
Norges Bank
Norway
+$9.03M
5
American Century Companies
American Century Companies
Missouri
+$7.53M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$76.7M
2
BG
Bahl & Gaynor
Ohio
-$8.37M
3
CRC
Curi RMB Capital
Illinois
-$5.5M
4
KCM
Kennedy Capital Management
Missouri
-$5.02M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$4.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$23.6M +$4.56M +78,650 +28%
Charles Schwab
27
Charles Schwab
California
$22.6M +$3.75M +64,630 +23%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$21.7M +$603K +10,396 +3%
Bank of America
29
Bank of America
North Carolina
$21.6M +$1.92M +33,100 +11%
Ameriprise
30
Ameriprise
Minnesota
$20.8M -$229K -3,951 -1%
RA
31
Royce & Associates
New York
$19M -$1.25M -21,453 -7%
ABC
32
Anchor Bolt Capital
Illinois
$18.2M -$380K -6,549 -2%
TCIM
33
TIAA CREF Investment Management
New York
$16.4M +$3.08M +53,006 +27%
Morgan Stanley
34
Morgan Stanley
New York
$16.3M +$4.28M +73,717 +43%
GWI
35
Grace & White Inc
New York
$15.9M – – –
Deutsche Bank
36
Deutsche Bank
Germany
$15.8M +$4.12M +71,009 +42%
Invesco
37
Invesco
Georgia
$13.6M +$580K +9,987 +5%
BG
38
Bahl & Gaynor
Ohio
$12.4M -$8.37M -144,215 -43%
American Century Companies
39
American Century Companies
Missouri
$12M +$7.53M +129,799 +248%
AL
40
AJO LP
Pennsylvania
$10.7M -$2.07M -35,740 -18%
Goldman Sachs
41
Goldman Sachs
New York
$9.49M +$4.12M +70,959 +97%
AP
42
AHL Partners
United Kingdom
$8.68M +$3.18M +54,799 +71%
Barrow, Hanley, Mewhinney & Strauss
43
Barrow, Hanley, Mewhinney & Strauss
Texas
$7.8M -$35.5K -611 -0.5%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$7.8M +$231K +3,980 +3%
AllianceBernstein
45
AllianceBernstein
Tennessee
$7.2M +$638 +11 +0%
TA
46
Teachers Advisors
New York
$7.08M +$2.22M +38,180 +55%
New York State Teachers Retirement System (NYSTRS)
47
New York State Teachers Retirement System (NYSTRS)
New York
$6.75M -$29K -500 -0.5%
IECM
48
Intrinsic Edge Capital Management
Illinois
$6.75M +$5.95M +102,549 New
PPA
49
Parametric Portfolio Associates
Washington
$6.44M -$289K -4,973 -5%
Point72 Asset Management
50
Point72 Asset Management
Connecticut
$6.34M +$5.59M +96,400 New
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AIT Hedge Fund Activity: Q3 2017 in Review

219 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q3 2017, worth a combined $2.3B — up 12% from $2.05B a quarter earlier.

Fund positioning in AIT was balanced in Q3 2017: 29 funds opened new positions, 29 closed out, 86 added to existing stakes and 65 trimmed.

The largest buyer was BlackRock, adding an estimated $17.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $76.7M.

  • 219 institutional investors held Applied Industrial Technologies (AIT) as of Q3 2017, down from 222 in Q2 2017.
  • Funds reported $2.3B of Applied Industrial Technologies stock for Q3 2017, up 12% quarter-over-quarter.
  • 29 funds opened new Applied Industrial Technologies positions in Q3 2017 and 29 closed out, a net change of 0 holders.
  • The largest Applied Industrial Technologies buyer in Q3 2017 was BlackRock, an estimated $17.8M added.
  • The largest Applied Industrial Technologies seller in Q3 2017 was T. Rowe Price Associates, an estimated $76.7M sold.

Based on aggregated 13F filings for Q3 2017.