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Applied Industrial Technologies
AIT

219 hedge funds and large institutions have $2.3B invested in Applied Industrial Technologies in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 65 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 65

12% more capital invested

Capital invested by funds: $2.05B → $2.3B (+$249M)

1.02% more ownership

Funds ownership: 89.06% → 90.07% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

1% less funds holding

Funds holding: 222 → 219 (-3)

58% less call options, than puts

Call options by funds: $1.39M | Put options by funds: $3.3M

Holders
219
Holders Change
-3
Holders Change %
-1.35%
% of All Funds
5.46%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
86
Reduced
65
Closed
29
Calls
$1.39M
Puts
$3.3M
Net Calls
-$1.91M
Net Calls Change
-$2.32M

Top Buyers

1
BlackRock
BlackRock
New York
+$17.8M
2
Millennium Management
Millennium Management
New York
+$11.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$10.2M
4
Norges Bank
Norges Bank
Norway
+$9.03M
5
American Century Companies
American Century Companies
Missouri
+$7.53M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$76.7M
2
BG
Bahl & Gaynor
Ohio
-$8.37M
3
CRC
Curi RMB Capital
Illinois
-$5.5M
4
KCM
Kennedy Capital Management
Missouri
-$5.02M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$4.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
51
Martingale Asset Management
Massachusetts
$6.3M +$40.6K +700 +0.7%
VHMC
52
Value Holdings Management Company
New York
$6.17M – – –
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$5.44M +$98.4K +1,695 +2%
Legal & General Group
54
Legal & General Group
United Kingdom
$5.06M +$117K +2,011 +3%
T. Rowe Price Associates
55
T. Rowe Price Associates
Maryland
$4.98M -$76.7M -1,321,684 -95%
Balyasny Asset Management
56
Balyasny Asset Management
Illinois
$4.97M +$4.38M +75,530 New
GAM
57
Gotham Asset Management
New York
$4.53M +$3.36M +57,913 +534%
Swiss National Bank
58
Swiss National Bank
Switzerland
$4.28M – – –
SBH
59
Segall Bryant & Hamill
Illinois
$4.06M -$724K -12,476 -17%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$4.03M -$382K -6,589 -10%
US Bancorp
61
US Bancorp
Minnesota
$3.96M +$6.56K +113 +0.2%
SGAM
62
Smith Group Asset Management
Texas
$3.81M +$43.1K +742 +1%
CS
63
Credit Suisse
Switzerland
$3.5M +$1.43M +24,648 +87%
Canada Life
64
Canada Life
Manitoba, Canada
$3.41M -$211K -3,635 -6%
AG
65
Algert Global
California
$3.27M +$698K +12,026 +32%
CEP
66
Chicago Equity Partners
Illinois
$3.12M -$573K -9,870 -17%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$3M – – –
Adage Capital Partners
68
Adage Capital Partners
Massachusetts
$2.97M +$2.62M +45,155 New
Comerica Bank
69
Comerica Bank
Texas
$2.76M +$13.5K +233 +0.5%
Citigroup
70
Citigroup
New York
$2.7M -$411K -7,090 -15%
Los Angeles Capital Management
71
Los Angeles Capital Management
California
$2.69M +$339K +5,840 +17%
Bessemer Group
72
Bessemer Group
New Jersey
$2.68M – – –
NFA
73
Nationwide Fund Advisors
Ohio
$2.61M +$884K +15,232 +62%
OAM
74
Oxford Asset Management
United Kingdom
$2.53M +$66.7K +1,150 +3%
UBS Group
75
UBS Group
Switzerland
$2.5M +$385K +6,630 +21%
1 2
3
4 5

AIT Hedge Fund Activity: Q3 2017 in Review

219 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q3 2017, worth a combined $2.3B — up 12% from $2.05B a quarter earlier.

Fund positioning in AIT was balanced in Q3 2017: 29 funds opened new positions, 29 closed out, 86 added to existing stakes and 65 trimmed.

The largest buyer was BlackRock, adding an estimated $17.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $76.7M.

  • 219 institutional investors held Applied Industrial Technologies (AIT) as of Q3 2017, down from 222 in Q2 2017.
  • Funds reported $2.3B of Applied Industrial Technologies stock for Q3 2017, up 12% quarter-over-quarter.
  • 29 funds opened new Applied Industrial Technologies positions in Q3 2017 and 29 closed out, a net change of 0 holders.
  • The largest Applied Industrial Technologies buyer in Q3 2017 was BlackRock, an estimated $17.8M added.
  • The largest Applied Industrial Technologies seller in Q3 2017 was T. Rowe Price Associates, an estimated $76.7M sold.

Based on aggregated 13F filings for Q3 2017.