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Applied Industrial Technologies

216 hedge funds and large institutions have $2.16B invested in Applied Industrial Technologies in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 76 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 76

4% more capital invested

Capital invested by funds: $2.08B → $2.16B (+$80.3M)

0.83% more ownership

Funds ownership: 90.07%90.9% (+0.83%)

4% less funds holding

Funds holding: 226216 (-10)

15% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 26

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

57% less call options, than puts

Call options by funds: $695K | Put options by funds: $1.62M

Holders
216
Holders Change
-10
Holders Change %
-4.42%
% of All Funds
4.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
80
Reduced
76
Closed
26
Calls
$695K
Puts
$1.62M
Net Calls
-$929K
Net Calls Change
-$856K
Name Holding Trade Value Shares
Change
Change in
Stake
VHMC
51
Value Holdings Management Company
New York
$5.76M
Squarepoint
52
Squarepoint
New York
$5.3M -$843K -14,423 -14%
Public Sector Pension Investment Board (PSP Investments)
53
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.24M +$2.89M +49,500 +139%
SO
54
STRS Ohio
Ohio
$4.71M +$40.9K +700 +0.9%
Barrow, Hanley, Mewhinney & Strauss
55
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.51M -$164K -2,808 -4%
EA
56
Emerald Advisers
Pennsylvania
$4.49M +$4.27M +73,023 New
Swiss National Bank
57
Swiss National Bank
Switzerland
$4.44M +$87.6K +1,500 +2%
MAM
58
Martingale Asset Management
Massachusetts
$4.3M -$689K -11,800 -14%
Goldman Sachs
59
Goldman Sachs
New York
$3.75M -$3.76M -64,381 -51%
ASRS
60
Arizona State Retirement System
Arizona
$3.68M +$4.26K +73 +0.1%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$3.63M +$35.7K +611 +1%
US Bancorp
62
US Bancorp
Minnesota
$3.61M -$64.3K -1,101 -2%
EMFAT
63
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.47M +$3.3M +56,438 New
Canada Life
64
Canada Life
Manitoba, Canada
$3.23M -$14.9K -255 -0.5%
Comerica Bank
65
Comerica Bank
Texas
$3.21M -$66.7K -1,142 -2%
Deutsche Bank
66
Deutsche Bank
Germany
$2.89M -$1.53M -26,262 -36%
Barclays
67
Barclays
United Kingdom
$2.87M +$549K +9,397 +25%
CAM
68
ClariVest Asset Management
California
$2.73M -$46.7K -800 -2%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$2.73M -$191K -3,261 -7%
RJA
70
Raymond James & Associates
Florida
$2.7M +$113K +1,932 +5%
State of Tennessee, Department of Treasury
71
State of Tennessee, Department of Treasury
Tennessee
$2.29M +$459K +7,865 +27%
TRSOTSOK
72
Teachers Retirement System of the State of Kentucky
Kentucky
$2.22M +$141K +2,419 +7%
CS
73
Credit Suisse
Switzerland
$2.13M +$10.9K +186 +0.5%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$2.1M +$265K +4,544 +15%
VOYA Investment Management
75
VOYA Investment Management
Georgia
$2.1M -$28.6K -490 -1%

AIT Hedge Fund Activity: Q2 2019 in Review

216 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q2 2019, worth a combined $2.16B — up 3.9% from $2.08B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of AIT and 22 opened new positions — a net loss of 4 holders — while 76 trimmed existing stakes and 80 added.

The largest buyer was Nuveen, opening a new position worth an estimated $28.4M. The largest seller was Homestead Advisers, cutting an estimated $14.4M.

  • 216 institutional investors held Applied Industrial Technologies (AIT) as of Q2 2019, down from 226 in Q1 2019.
  • Funds reported $2.16B of Applied Industrial Technologies stock for Q2 2019, up 3.9% quarter-over-quarter.
  • 22 funds opened new Applied Industrial Technologies positions in Q2 2019 and 26 closed out, a net change of -4 holders.
  • The largest Applied Industrial Technologies buyer in Q2 2019 was Nuveen, an estimated $28.4M added.
  • The largest Applied Industrial Technologies seller in Q2 2019 was Homestead Advisers, an estimated $14.4M sold.

Based on aggregated 13F filings for Q2 2019.