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Applied Industrial Technologies

179 hedge funds and large institutions have $1.78B invested in Applied Industrial Technologies in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 63 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

2% more funds holding

Funds holding: 175179 (+4)

0.74% more ownership

Funds ownership: 87.52%88.26% (+0.74%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $1.8B → $1.78B (-$23.9M)

2% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 63

Holders
179
Holders Change
+4
Holders Change %
+2.29%
% of All Funds
5.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
24
Increased
62
Reduced
63
Closed
19
Calls
$29K
Puts
Net Calls
+$29K
Net Calls Change
+$29K
Name Holding Trade Value Shares
Change
Change in
Stake
VHMC
51
Value Holdings Management Company
New York
$4.66M
PCMI
52
Paradigm Capital Management Inc
New York
$4.62M -$4.38M -89,125 -48%
NFA
53
Nationwide Fund Advisors
Ohio
$4.62M -$154K -3,144 -3%
AllianceBernstein
54
AllianceBernstein
Tennessee
$4.56M +$246 +5 +0%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$4.17M -$254K -5,171 -6%
ZIM
56
Zacks Investment Management
Illinois
$4.13M -$60.2K -1,226 -1%
Public Sector Pension Investment Board (PSP Investments)
57
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.08M -$884K -18,000 -18%
Invesco
58
Invesco
Georgia
$3.97M +$301K +6,138 +8%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$3.69M +$14.7K +300 +0.4%
MCM
60
MAI Capital Management
Ohio
$3.64M +$2.21M +44,909 +147%
MSA
61
Mason Street Advisors
Wisconsin
$3.53M -$77.7K -1,583 -2%
Citadel Advisors
62
Citadel Advisors
Florida
$3.48M +$1.13M +22,987 +47%
US Bancorp
63
US Bancorp
Minnesota
$3.3M
FIM
64
Foresters Investment Management
New York
$3.07M +$9.82K +200 +0.3%
BG
65
BlackRock Group
United Kingdom
$2.73M -$57.6K -1,172 -2%
MAA
66
Managed Account Advisors
New Jersey
$2.66M -$95.9K -1,952 -3%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$2.55M -$113K -2,305 -4%
Deutsche Bank
68
Deutsche Bank
Germany
$2.4M -$3.43M -69,799 -58%
NAP
69
New Amsterdam Partners
New York
$2.22M +$2.26M +45,984 New
GIP
70
Granite Investment Partners
California
$2.2M -$471K -9,587 -17%
First Trust Advisors
71
First Trust Advisors
Illinois
$2.15M +$1.31M +26,690 +149%
ProShare Advisors
72
ProShare Advisors
Maryland
$2.12M +$2.16M +43,973 New
CS
73
Credit Suisse
Switzerland
$2.09M +$265K +5,403 +14%
Fiera Capital (Canada)
74
Fiera Capital (Canada)
Quebec, Canada
$2.05M +$103K +2,100 +5%
TRSOTSOK
75
Teachers Retirement System of the State of Kentucky
Kentucky
$2.05M -$128K -2,610 -6%

AIT Hedge Fund Activity: Q1 2014 in Review

179 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q1 2014, worth a combined $1.78B — down 1.3% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new AIT positions and 19 closed out — a net gain of 5 holders — while 62 added to existing stakes and 63 trimmed.

The largest buyer was TAMRO Capital Partners, adding an estimated $10.2M. The largest seller was Royce & Associates, cutting an estimated $10.6M.

  • 179 institutional investors held Applied Industrial Technologies (AIT) as of Q1 2014, up from 175 in Q4 2013.
  • Funds reported $1.78B of Applied Industrial Technologies stock for Q1 2014, down 1.3% quarter-over-quarter.
  • 24 funds opened new Applied Industrial Technologies positions in Q1 2014 and 19 closed out, a net change of +5 holders.
  • The largest Applied Industrial Technologies buyer in Q1 2014 was TAMRO Capital Partners, an estimated $10.2M added.
  • The largest Applied Industrial Technologies seller in Q1 2014 was Royce & Associates, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2014.