We are live on ! Find out more
AIT icon

Applied Industrial Technologies

175 hedge funds and large institutions have $1.8B invested in Applied Industrial Technologies in 2013 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

15% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 62

3% more funds holding

Funds holding: 170175 (+5)

0.49% less ownership

Funds ownership: 88.01%87.52% (-0.49%)

6% less capital invested

Capital invested by funds: $1.91B → $1.8B (-$108M)

Holders
175
Holders Change
+5
Holders Change %
+2.94%
% of All Funds
5.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
22
Increased
71
Reduced
62
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$4.87M +$9.74K +200 +0.2%
NFA
52
Nationwide Fund Advisors
Ohio
$4.85M -$23.2K -477 -0.5%
VHMC
53
Value Holdings Management Company
New York
$4.74M
AllianceBernstein
54
AllianceBernstein
Tennessee
$4.64M +$585 +12 +0%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$4.5M +$4.47M +91,722 New
Renaissance Technologies
56
Renaissance Technologies
New York
$4.43M -$229K -4,700 -5%
AIM
57
AMI Investment Management
Indiana
$4.37M +$12.1M +247,378 New
GAM
58
Gotham Asset Management
New York
$4.29M +$4.26M +87,376 New
ZIM
59
Zacks Investment Management
Illinois
$4.26M -$1.63M -33,356 -28%
ESCM
60
Echo Street Capital Management
New York
$4.02M +$3.99M +81,850 New
American Century Companies
61
American Century Companies
Missouri
$3.86M -$345K -7,078 -8%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$3.75M +$24.4K +500 +0.7%
Invesco
63
Invesco
Georgia
$3.74M +$566K +11,619 +18%
MSA
64
Mason Street Advisors
Wisconsin
$3.67M +$354K +7,272 +11%
AQR Capital Management
65
AQR Capital Management
Connecticut
$3.59M -$3.51M -71,983 -50%
FWIA
66
Fort Washington Investment Advisors
Ohio
$3.4M -$202K -4,145 -6%
US Bancorp
67
US Bancorp
Minnesota
$3.36M +$80.3K +1,647 +2%
BA
68
BlackRock Advisors
Delaware
$3.34M +$1.33M +27,254 +67%
FIM
69
Foresters Investment Management
New York
$3.11M -$80.4K -1,650 -3%
BG
70
BlackRock Group
United Kingdom
$2.84M +$256K +5,259 +10%
MAA
71
Managed Account Advisors
New Jersey
$2.8M -$465K -9,543 -14%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$2.71M -$13.6K -280 -0.5%
GIP
73
Granite Investment Partners
California
$2.71M -$140K -2,871 -5%
NTCOC
74
Northern Trust Company of Connecticut
Connecticut
$2.48M +$310K +6,369 +14%
MIU
75
Man Investments (UK)
United Kingdom
$2.42M +$791K +16,229 +49%

AIT Hedge Fund Activity: Q4 2013 in Review

175 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q4 2013, worth a combined $1.8B — down 5.7% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AIT positions and 17 closed out — a net gain of 5 holders — while 71 added to existing stakes and 62 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $16.6M. The largest seller was Silvercrest Asset Management, cutting an estimated $25.1M.

  • 175 institutional investors held Applied Industrial Technologies (AIT) as of Q4 2013, up from 170 in Q3 2013.
  • Funds reported $1.8B of Applied Industrial Technologies stock for Q4 2013, down 5.7% quarter-over-quarter.
  • 22 funds opened new Applied Industrial Technologies positions in Q4 2013 and 17 closed out, a net change of +5 holders.
  • The largest Applied Industrial Technologies buyer in Q4 2013 was Wellington Management Group, an estimated $16.6M added.
  • The largest Applied Industrial Technologies seller in Q4 2013 was Silvercrest Asset Management, an estimated $25.1M sold.

Based on aggregated 13F filings for Q4 2013.