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Applied Industrial Technologies
AIT

170 hedge funds and large institutions have $1.91B invested in Applied Industrial Technologies in 2013 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 77 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

6% more funds holding

Funds holding: 161 → 170 (+9)

3% more capital invested

Capital invested by funds: $1.85B → $1.91B (+$56.4M)

7.91% less ownership

Funds ownership: 95.93% → 88.01% (-7.9%)

34% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 77

47% less call options, than puts

Call options by funds: $41K | Put options by funds: $77K

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
170
Holders Change
+9
Holders Change %
+5.59%
% of All Funds
5.51%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
23
Increased
51
Reduced
77
Closed
12
Calls
$41K
Puts
$77K
Net Calls
-$36K
Net Calls Change
+$293K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$24M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$13.7M
3
TCP
TAMRO Capital Partners
Virginia
+$11.7M
4
BFA
BlackRock Fund Advisors
California
+$11.3M
5
EAM
Edge Asset Management
Washington
+$6.46M

Top Sellers

1
RA
Royce & Associates
New York
-$43.7M
2
IVA
International Value Advisers
-$36.6M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$21.3M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$17M
5
PCMI
Paradigm Capital Management Inc
New York
-$10.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Macquarie Group
51
Macquarie Group
Australia
$5.76M +$304K +6,010 +6%
Public Sector Pension Investment Board (PSP Investments)
52
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.25M +$1.13M +22,300 +28%
NFA
53
Nationwide Fund Advisors
Ohio
$5.11M -$131K -2,591 -3%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$5.1M – – –
VHMC
55
Value Holdings Management Company
New York
$4.97M – – –
Renaissance Technologies
56
Renaissance Technologies
New York
$4.89M +$4.81M +95,050 New
AllianceBernstein
57
AllianceBernstein
Tennessee
$4.87M -$56.3K -1,114 -1%
Morgan Stanley
58
Morgan Stanley
New York
$4.58M +$1.41M +27,830 +46%
American Century Companies
59
American Century Companies
Missouri
$4.42M -$1.52M -30,109 -26%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$3.9M +$119K +2,359 +3%
BNP Paribas Asset Management
61
BNP Paribas Asset Management
France
$3.89M -$342K -6,756 -8%
FWIA
62
Fort Washington Investment Advisors
Ohio
$3.78M -$5.5M -108,710 -60%
Bank of America
63
Bank of America
North Carolina
$3.57M -$248K -4,910 -7%
Caisse de Depot et Placement du Quebec (CDPQ)
64
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.55M +$3.49M +69,000 New
MSA
65
Mason Street Advisors
Wisconsin
$3.47M +$3.11M +61,566 +1,054%
US Bancorp
66
US Bancorp
Minnesota
$3.44M – – –
MAA
67
Managed Account Advisors
New Jersey
$3.43M -$543K -10,743 -14%
FIM
68
Foresters Investment Management
New York
$3.35M +$3.29M +65,000 New
Invesco
69
Invesco
Georgia
$3.32M +$327K +6,474 +11%
GIP
70
Granite Investment Partners
California
$2.99M -$167K -3,305 -5%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$2.86M -$65.1K -1,287 -2%
TCM
72
Tributary Capital Management
Nebraska
$2.83M +$3.03K +60 +0.1%
BG
73
BlackRock Group
United Kingdom
$2.71M +$408K +8,061 +18%
CS
74
Credit Suisse
Switzerland
$2.6M +$1.09M +21,515 +74%
MCM
75
MAI Capital Management
Ohio
$2.5M +$18.7K +370 +0.8%
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AIT Hedge Fund Activity: Q3 2013 in Review

170 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q3 2013, worth a combined $1.91B — up 3% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new AIT positions and 12 closed out — a net gain of 11 holders — while 51 added to existing stakes and 77 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $24M. The largest seller was Royce & Associates, cutting an estimated $43.7M.

  • 170 institutional investors held Applied Industrial Technologies (AIT) as of Q3 2013, up from 161 in Q2 2013.
  • Funds reported $1.91B of Applied Industrial Technologies stock for Q3 2013, up 3% quarter-over-quarter.
  • 23 funds opened new Applied Industrial Technologies positions in Q3 2013 and 12 closed out, a net change of +11 holders.
  • The largest Applied Industrial Technologies buyer in Q3 2013 was Wellington Management Group, an estimated $24M added.
  • The largest Applied Industrial Technologies seller in Q3 2013 was Royce & Associates, an estimated $43.7M sold.

Based on aggregated 13F filings for Q3 2013.