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Applied Industrial Technologies
AIT

175 hedge funds and large institutions have $1.88B invested in Applied Industrial Technologies in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 72 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 62

6% more capital invested

Capital invested by funds: $1.78B → $1.88B (+$100M)

0.39% more ownership

Funds ownership: 88.26% → 88.66% (+0.39%)

2% less funds holding

Funds holding: 179 → 175 (-4)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
175
Holders Change
-4
Holders Change %
-2.23%
% of All Funds
5.03%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
18
Increased
72
Reduced
62
Closed
22
Calls
$25K
Puts
–
Net Calls
+$25K
Net Calls Change
-$4K

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$19.4M
2
RA
Royce & Associates
New York
+$15.5M
3
Lazard Asset Management
Lazard Asset Management
New York
+$15M
4
ESCM
Echo Street Capital Management
New York
+$9.14M
5
Franklin Resources
Franklin Resources
California
+$8.65M

Top Sellers

1
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
-$25.2M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$20.7M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$12.1M
4
BFA
BlackRock Fund Advisors
California
-$7.72M
5
GAM
Gotham Asset Management
New York
-$6.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFA
51
Nationwide Fund Advisors
Ohio
$4.76M -$84.5K -1,749 -2%
GAM
52
Gotham Asset Management
New York
$4.71M -$6.46M -133,570 -59%
Public Sector Pension Investment Board (PSP Investments)
53
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.65M +$339K +7,023 +8%
PCMI
54
Paradigm Capital Management Inc
New York
$4.63M -$212K -4,395 -5%
AI
55
Analytic Investors
California
$4.54M +$4.32M +89,492 New
AllianceBernstein
56
AllianceBernstein
Tennessee
$4.4M -$374K -7,736 -8%
Invesco
57
Invesco
Georgia
$4.36M +$174K +3,598 +4%
ZIM
58
Zacks Investment Management
Illinois
$4.23M -$115K -2,376 -3%
PAM
59
Panagora Asset Management
Massachusetts
$4.08M +$2.56M +52,869 +192%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$3.98M +$89.6K +1,855 +2%
MCM
61
MAI Capital Management
Ohio
$3.82M -$9.71K -201 -0.3%
Morgan Stanley
62
Morgan Stanley
New York
$3.75M -$3.05M -63,082 -46%
MSA
63
Mason Street Advisors
Wisconsin
$3.71M +$6.14K +127 +0.2%
US Bancorp
64
US Bancorp
Minnesota
$3.44M -$22.7K -470 -0.7%
FIM
65
Foresters Investment Management
New York
$3.24M +$19.3K +400 +0.6%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$3.05M +$347K +7,186 +14%
Deutsche Bank
67
Deutsche Bank
Germany
$3M +$452K +9,358 +19%
MOACM
68
Mutual of America Capital Management
New York
$2.79M +$2.65M +54,900 New
MAA
69
Managed Account Advisors
New Jersey
$2.69M -$95.8K -1,982 -4%
QBFM
70
QS Batterymarch Financial Management
New York
$2.6M +$2.48M +51,256 New
CS
71
Credit Suisse
Switzerland
$2.47M +$264K +5,455 +13%
Fiera Capital (Canada)
72
Fiera Capital (Canada)
Quebec, Canada
$2.39M +$227K +4,700 +11%
Grantham, Mayo, Van Otterloo & Co (GMO)
73
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.22M +$217K +4,500 +11%
Swiss National Bank
74
Swiss National Bank
Switzerland
$2.2M +$72.5K +1,500 +4%
BG
75
BlackRock Group
United Kingdom
$2.19M -$657K -13,590 -24%
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AIT Hedge Fund Activity: Q2 2014 in Review

175 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q2 2014, worth a combined $1.88B — up 5.6% from $1.78B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of AIT and 18 opened new positions — a net loss of 4 holders — while 62 trimmed existing stakes and 72 added.

The largest buyer was Norges Bank, adding an estimated $19.4M. The largest seller was Luther King Capital Management (LKCM), exiting entirely with an estimated $25.2M sold.

  • 175 institutional investors held Applied Industrial Technologies (AIT) as of Q2 2014, down from 179 in Q1 2014.
  • Funds reported $1.88B of Applied Industrial Technologies stock for Q2 2014, up 5.6% quarter-over-quarter.
  • 18 funds opened new Applied Industrial Technologies positions in Q2 2014 and 22 closed out, a net change of -4 holders.
  • The largest Applied Industrial Technologies buyer in Q2 2014 was Norges Bank, an estimated $19.4M added.
  • The largest Applied Industrial Technologies seller in Q2 2014 was Luther King Capital Management (LKCM), an estimated $25.2M sold.

Based on aggregated 13F filings for Q2 2014.