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Applied Industrial Technologies
AIT

171 hedge funds and large institutions have $1.7B invested in Applied Industrial Technologies in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 68 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

0.28% more ownership

Funds ownership: 90.15% → 90.43% (+0.28%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less capital invested

Capital invested by funds: $1.71B → $1.7B (-$5.69M)

1% less funds holding

Funds holding: 173 → 171 (-2)

19% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 68

Holders
171
Holders Change
-2
Holders Change %
-1.16%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
55
Reduced
68
Closed
17
Calls
$23K
Puts
–
Net Calls
+$23K
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$10.7M
2
ESCM
Echo Street Capital Management
New York
+$8.28M
3
EAM
Edge Asset Management
Washington
+$5.8M
4
American Century Companies
American Century Companies
Missouri
+$4.49M
5
Renaissance Technologies
Renaissance Technologies
New York
+$4.44M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$11.3M
2
RCAMU
Rothschild & Co Asset Management US
Connecticut
-$9.78M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$7.07M
4
Goldman Sachs
Goldman Sachs
New York
-$5.76M
5
ZIM
Zacks Investment Management
Illinois
-$3.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFA
51
Nationwide Fund Advisors
Ohio
$4.25M -$90.6K -1,939 -2%
Citadel Advisors
52
Citadel Advisors
Florida
$4.08M -$47.1K -1,009 -1%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$3.73M – – –
Comerica Bank
54
Comerica Bank
Texas
$3.65M +$1.83M +39,159 +96%
Public Sector Pension Investment Board (PSP Investments)
55
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.55M – – –
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$3.55M +$34.1K +730 +0.9%
AllianceBernstein
57
AllianceBernstein
Tennessee
$3.42M -$551K -11,800 -14%
MCM
58
MAI Capital Management
Ohio
$3.4M -$38.9K -832 -1%
MSA
59
Mason Street Advisors
Wisconsin
$3.34M +$6.12K +131 +0.2%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$3.19M +$4.67K +100 +0.1%
US Bancorp
61
US Bancorp
Minnesota
$3.09M -$11.7K -251 -0.4%
FIM
62
Foresters Investment Management
New York
$2.93M +$23.4K +500 +0.8%
AI
63
Analytic Investors
California
$2.9M +$2.97M +63,684 New
MOACM
64
Mutual of America Capital Management
New York
$2.54M +$41.2K +883 +2%
CS
65
Credit Suisse
Switzerland
$2.18M +$706K +15,106 +46%
RFC
66
Russell Frank Company
Washington
$2.13M – – –
PPA
67
Parametric Portfolio Associates
Washington
$2.07M -$309K -6,615 -13%
Fiera Capital (Canada)
68
Fiera Capital (Canada)
Quebec, Canada
$1.98M +$2.03M +43,500 New
Swiss National Bank
69
Swiss National Bank
Switzerland
$1.97M +$32.7K +700 +2%
TRSOTSOK
70
Teachers Retirement System of the State of Kentucky
Kentucky
$1.97M – – –
Morgan Stanley
71
Morgan Stanley
New York
$1.89M -$1.16M -24,780 -37%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$1.86M +$226K +4,837 +13%
GIP
73
Granite Investment Partners
California
$1.81M -$454K -9,716 -20%
TPSF
74
Texas Permanent School Fund
Texas
$1.69M -$22.3K -477 -1%
First Trust Advisors
75
First Trust Advisors
Illinois
$1.62M -$376K -8,051 -18%
1 2
3
4 5

AIT Hedge Fund Activity: Q4 2014 in Review

171 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q4 2014, worth a combined $1.7B — down 0.33% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new AIT positions and 17 closed out — a net gain of 2 holders — while 55 added to existing stakes and 68 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $10.7M. The largest seller was JP Morgan Chase, cutting an estimated $11.3M.

  • 171 institutional investors held Applied Industrial Technologies (AIT) as of Q4 2014, down from 173 in Q3 2014.
  • Funds reported $1.7B of Applied Industrial Technologies stock for Q4 2014, down 0.33% quarter-over-quarter.
  • 19 funds opened new Applied Industrial Technologies positions in Q4 2014 and 17 closed out, a net change of +2 holders.
  • The largest Applied Industrial Technologies buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $10.7M added.
  • The largest Applied Industrial Technologies seller in Q4 2014 was JP Morgan Chase, an estimated $11.3M sold.

Based on aggregated 13F filings for Q4 2014.