We are live on ! Find out more
AIT icon

Applied Industrial Technologies
AIT

214 hedge funds and large institutions have $2.07B invested in Applied Industrial Technologies in 2016 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 67 increasing their positions, 81 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

517% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 6

248% more call options, than puts

Call options by funds: $268K | Put options by funds: $77K

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

27% more capital invested

Capital invested by funds: $1.64B → $2.07B (+$434M)

15% more funds holding

Funds holding: 186 → 214 (+28)

0.75% less ownership

Funds ownership: 90.02% → 89.28% (-0.75%)

17% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 81

Holders
214
Holders Change
+28
Holders Change %
+15.05%
% of All Funds
5.35%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
37
Increased
67
Reduced
81
Closed
6
Calls
$268K
Puts
$77K
Net Calls
+$191K
Net Calls Change
+$191K

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$16.4M
2
JP Morgan Chase
JP Morgan Chase
New York
+$10.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$10.6M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$9.07M
5
Renaissance Technologies
Renaissance Technologies
New York
+$8.74M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$29.8M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$23.9M
3
RA
Royce & Associates
New York
-$22.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$20.1M
5
EAM
Edge Asset Management
Washington
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
51
Bogle Investment Management
Massachusetts
$6.83M +$6.24M +114,918 New
New York State Teachers Retirement System (NYSTRS)
52
New York State Teachers Retirement System (NYSTRS)
New York
$6.24M – – –
BG
53
BlackRock Group
United Kingdom
$5.81M +$2.34M +43,094 +79%
PPA
54
Parametric Portfolio Associates
Washington
$5.74M -$2.13M -39,265 -29%
MAM
55
Martingale Asset Management
Massachusetts
$5.67M +$288K +5,299 +6%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$5.63M +$2.3M +42,273 +80%
Millennium Management
57
Millennium Management
New York
$5.17M +$4.14M +76,216 +708%
Citigroup
58
Citigroup
New York
$5.03M +$2.68M +49,291 +139%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$4.45M -$114K -2,100 -3%
US Bancorp
60
US Bancorp
Minnesota
$4.08M -$6.68K -123 -0.2%
Legal & General Group
61
Legal & General Group
United Kingdom
$4.07M +$1.7M +31,269 +84%
CS
62
Credit Suisse
Switzerland
$3.91M +$1.69M +31,162 +90%
AQR Capital Management
63
AQR Capital Management
Connecticut
$3.86M -$686K -12,633 -16%
Citadel Advisors
64
Citadel Advisors
Florida
$3.7M -$568K -10,465 -14%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$3.7M -$72.5K -1,335 -2%
Swiss National Bank
66
Swiss National Bank
Switzerland
$3.62M +$125K +2,300 +4%
TA
67
Teachers Advisors
New York
$3.58M +$173K +3,178 +6%
SCP
68
Seizert Capital Partners
Michigan
$3.53M -$733K -13,510 -19%
SBH
69
Segall Bryant & Hamill
Illinois
$3.33M +$3.04M +56,023 New
GAM
70
Gotham Asset Management
New York
$3.1M +$598K +11,016 +27%
Canada Life
71
Canada Life
Manitoba, Canada
$3.03M -$140K -2,582 -5%
RJA
72
Raymond James & Associates
Florida
$2.73M -$1.03M -18,901 -29%
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$2.56M – – –
SGAM
74
Smith Group Asset Management
Texas
$2.54M +$2.12M +39,020 +1,022%
Comerica Bank
75
Comerica Bank
Texas
$2.54M +$108K +1,986 +5%
1 2
3
4 5

AIT Hedge Fund Activity: Q4 2016 in Review

214 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q4 2016, worth a combined $2.07B — up 27% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AIT positions and 6 closed out — a net gain of 31 holders — while 67 added to existing stakes and 81 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $16.4M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $29.8M.

  • 214 institutional investors held Applied Industrial Technologies (AIT) as of Q4 2016, up from 186 in Q3 2016.
  • Funds reported $2.07B of Applied Industrial Technologies stock for Q4 2016, up 27% quarter-over-quarter.
  • 37 funds opened new Applied Industrial Technologies positions in Q4 2016 and 6 closed out, a net change of +31 holders.
  • The largest Applied Industrial Technologies buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $16.4M added.
  • The largest Applied Industrial Technologies seller in Q4 2016 was Fuller & Thaler Asset Management, an estimated $29.8M sold.

Based on aggregated 13F filings for Q4 2016.