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Applied Industrial Technologies
AIT

173 hedge funds and large institutions have $1.71B invested in Applied Industrial Technologies in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 69 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 61

1.49% more ownership

Funds ownership: 88.66% → 90.15% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

1% less funds holding

Funds holding: 175 → 173 (-2)

9% less capital invested

Capital invested by funds: $1.88B → $1.71B (-$173M)

Holders
173
Holders Change
-2
Holders Change %
-1.14%
% of All Funds
5.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
69
Reduced
61
Closed
18
Calls
$23K
Puts
–
Net Calls
+$23K
Net Calls Change
-$2K

Top Buyers

1
RA
Royce & Associates
New York
+$32M
2
Franklin Resources
Franklin Resources
California
+$8.25M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$4.38M
4
SBH
Segall Bryant & Hamill
Illinois
+$3.96M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$3.74M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$18.9M
2
WMSA
Weiss Multi-Strategy Advisers
New York
-$7.43M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$6.38M
4
AI
Analytic Investors
California
-$4.54M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$4.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
51
Invesco
Georgia
$4.3M +$406K +8,294 +10%
Citadel Advisors
52
Citadel Advisors
Florida
$4.13M -$777K -15,880 -15%
AllianceBernstein
53
AllianceBernstein
Tennessee
$3.96M – – –
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$3.74M -$665K -13,600 -14%
Public Sector Pension Investment Board (PSP Investments)
55
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.56M -$675K -13,800 -15%
ZIM
56
Zacks Investment Management
Illinois
$3.53M -$290K -5,936 -7%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$3.52M -$64.4K -1,317 -2%
MCM
58
MAI Capital Management
Ohio
$3.44M +$4.11K +84 +0.1%
MSA
59
Mason Street Advisors
Wisconsin
$3.34M -$3.47K -71 -0.1%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$3.2M -$1.5M -30,707 -30%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$3.19M +$482K +9,860 +16%
US Bancorp
62
US Bancorp
Minnesota
$3.1M +$1.27K +26 +0%
PCMI
63
Paradigm Capital Management Inc
New York
$3.05M -$1.2M -24,430 -27%
Morgan Stanley
64
Morgan Stanley
New York
$3.02M -$385K -7,858 -11%
FIM
65
Foresters Investment Management
New York
$2.91M -$9.79K -200 -0.3%
MOACM
66
Mutual of America Capital Management
New York
$2.51M – – –
PPA
67
Parametric Portfolio Associates
Washington
$2.38M +$966K +19,738 +61%
GIP
68
Granite Investment Partners
California
$2.26M +$317K +6,477 +15%
RFC
69
Russell Frank Company
Washington
$2.13M +$1.96M +40,023 +606%
TC
70
TFS Capital
Pennsylvania
$1.99M +$2.13M +43,606 New
First Trust Advisors
71
First Trust Advisors
Illinois
$1.99M +$26.7K +545 +1%
TRSOTSOK
72
Teachers Retirement System of the State of Kentucky
Kentucky
$1.97M +$82.2K +1,680 +4%
Swiss National Bank
73
Swiss National Bank
Switzerland
$1.94M -$44K -900 -2%
Comerica Bank
74
Comerica Bank
Texas
$1.87M -$11.1K -226 -0.5%
TPSF
75
Texas Permanent School Fund
Texas
$1.72M -$225K -4,591 -11%
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3
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AIT Hedge Fund Activity: Q3 2014 in Review

173 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q3 2014, worth a combined $1.71B — down 9.2% from $1.88B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of AIT and 17 opened new positions — a net loss of 1 holder — while 61 trimmed existing stakes and 69 added.

The largest buyer was Royce & Associates, adding an estimated $32M. The largest seller was Norges Bank, cutting an estimated $18.9M.

  • 173 institutional investors held Applied Industrial Technologies (AIT) as of Q3 2014, down from 175 in Q2 2014.
  • Funds reported $1.71B of Applied Industrial Technologies stock for Q3 2014, down 9.2% quarter-over-quarter.
  • 17 funds opened new Applied Industrial Technologies positions in Q3 2014 and 18 closed out, a net change of -1 holder.
  • The largest Applied Industrial Technologies buyer in Q3 2014 was Royce & Associates, an estimated $32M added.
  • The largest Applied Industrial Technologies seller in Q3 2014 was Norges Bank, an estimated $18.9M sold.

Based on aggregated 13F filings for Q3 2014.