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Applied Industrial Technologies

216 hedge funds and large institutions have $2.16B invested in Applied Industrial Technologies in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 76 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 76

4% more capital invested

Capital invested by funds: $2.08B → $2.16B (+$80.3M)

0.83% more ownership

Funds ownership: 90.07%90.9% (+0.83%)

4% less funds holding

Funds holding: 226216 (-10)

15% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 26

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

57% less call options, than puts

Call options by funds: $695K | Put options by funds: $1.62M

Holders
216
Holders Change
-10
Holders Change %
-4.42%
% of All Funds
4.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
80
Reduced
76
Closed
26
Calls
$695K
Puts
$1.62M
Net Calls
-$929K
Net Calls Change
-$856K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$21.7M -$1.02M -17,434 -5%
Principal Financial Group
27
Principal Financial Group
Iowa
$20.3M -$322K -5,520 -2%
Bank of America
28
Bank of America
North Carolina
$18.9M +$1.71M +29,251 +11%
EVM
29
Eaton Vance Management
Massachusetts
$18.8M +$2.53M +43,385 +17%
Morgan Stanley
30
Morgan Stanley
New York
$17.7M +$13.1M +223,797 +348%
FWIA
31
Fort Washington Investment Advisors
Ohio
$14.7M -$1.17M -20,000 -8%
RA
32
Royce & Associates
New York
$14.5M +$1.19M +20,291 +9%
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$14.5M -$9.58M -164,014 -41%
GWI
34
Grace & White Inc
New York
$12.8M
PAM
35
Panagora Asset Management
Massachusetts
$9.14M -$4.73M -81,009 -35%
Millennium Management
36
Millennium Management
New York
$8.21M +$2.67M +45,679 +52%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$8.08M +$217K +3,720 +3%
AllianceBernstein
38
AllianceBernstein
Tennessee
$7.42M +$917K +15,700 +15%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$7.34M +$208K +3,552 +3%
American Century Companies
40
American Century Companies
Missouri
$7.04M +$2.39M +40,890 +56%
Invesco
41
Invesco
Georgia
$7M +$1.21M +20,729 +22%
PPA
42
Parametric Portfolio Associates
Washington
$6.81M +$256K +4,384 +4%
Legal & General Group
43
Legal & General Group
United Kingdom
$6.55M -$30.7K -525 -0.5%
KWM
44
Kingsview Wealth Management
Oregon
$6.46M -$2.92M -50,000 -32%
Prudential Financial
45
Prudential Financial
New Jersey
$6.38M -$504K -8,624 -8%
Man Group
46
Man Group
United Kingdom
$6.21M +$4.02M +68,755 +214%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$6.21M -$773K -13,235 -12%
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$6.2M -$58.4K -1,000 -1%
BG
49
Bahl & Gaynor
Ohio
$6.15M -$4.11M -70,432 -41%
Citadel Advisors
50
Citadel Advisors
Florida
$5.81M +$2.27M +38,790 +70%

AIT Hedge Fund Activity: Q2 2019 in Review

216 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q2 2019, worth a combined $2.16B — up 3.9% from $2.08B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of AIT and 22 opened new positions — a net loss of 4 holders — while 76 trimmed existing stakes and 80 added.

The largest buyer was Nuveen, opening a new position worth an estimated $28.4M. The largest seller was Homestead Advisers, cutting an estimated $14.4M.

  • 216 institutional investors held Applied Industrial Technologies (AIT) as of Q2 2019, down from 226 in Q1 2019.
  • Funds reported $2.16B of Applied Industrial Technologies stock for Q2 2019, up 3.9% quarter-over-quarter.
  • 22 funds opened new Applied Industrial Technologies positions in Q2 2019 and 26 closed out, a net change of -4 holders.
  • The largest Applied Industrial Technologies buyer in Q2 2019 was Nuveen, an estimated $28.4M added.
  • The largest Applied Industrial Technologies seller in Q2 2019 was Homestead Advisers, an estimated $14.4M sold.

Based on aggregated 13F filings for Q2 2019.