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Applied Industrial Technologies
AIT

170 hedge funds and large institutions have $1.91B invested in Applied Industrial Technologies in 2013 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 77 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

6% more funds holding

Funds holding: 161 → 170 (+9)

3% more capital invested

Capital invested by funds: $1.85B → $1.91B (+$56.4M)

7.91% less ownership

Funds ownership: 95.93% → 88.01% (-7.9%)

34% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 77

47% less call options, than puts

Call options by funds: $41K | Put options by funds: $77K

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
170
Holders Change
+9
Holders Change %
+5.59%
% of All Funds
5.51%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
23
Increased
51
Reduced
77
Closed
12
Calls
$41K
Puts
$77K
Net Calls
-$36K
Net Calls Change
+$293K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$24M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$13.7M
3
TCP
TAMRO Capital Partners
Virginia
+$11.7M
4
BFA
BlackRock Fund Advisors
California
+$11.3M
5
EAM
Edge Asset Management
Washington
+$6.46M

Top Sellers

1
RA
Royce & Associates
New York
-$43.7M
2
IVA
International Value Advisers
-$36.6M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$21.3M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$17M
5
PCMI
Paradigm Capital Management Inc
New York
-$10.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
76
Comerica Bank
Texas
$2.4M +$78.8K +1,559 +3%
TPSF
77
Texas Permanent School Fund
Texas
$2.3M -$129K -2,558 -5%
State of Tennessee, Department of Treasury
78
State of Tennessee, Department of Treasury
Tennessee
$2.3M +$2.26M +44,600 New
NTCOC
79
Northern Trust Company of Connecticut
Connecticut
$2.27M +$205K +4,052 +10%
BA
80
BlackRock Advisors
Delaware
$2.1M +$459K +9,081 +29%
TRSOTSOK
81
Teachers Retirement System of the State of Kentucky
Kentucky
$2.08M -$89.5K -1,770 -4%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$2.06M -$121K -2,390 -6%
SIA
83
Sit Investment Associates
Minnesota
$2.02M -$1.09M -21,630 -36%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$1.98M +$135K +2,676 +7%
ASRS
85
Arizona State Retirement System
Arizona
$1.95M -$5.06K -100 -0.3%
SVP
86
Springbank Value Partners
New York
$1.8M – – –
Fiera Capital (Canada)
87
Fiera Capital (Canada)
Quebec, Canada
$1.79M +$1.75M +34,700 New
VOYA Investment Management
88
VOYA Investment Management
Georgia
$1.77M -$302K -5,971 -15%
MLICM
89
Metropolitan Life Insurance Company (MetLife)
New York
$1.73M +$43.4K +858 +3%
MIU
90
Man Investments (UK)
United Kingdom
$1.7M +$1.67M +33,058 New
Swiss National Bank
91
Swiss National Bank
Switzerland
$1.67M -$91K -1,800 -5%
AIG
92
American International Group
New York
$1.64M -$41K -811 -2%
Two Sigma Investments
93
Two Sigma Investments
New York
$1.58M +$1.55M +30,686 New
HPCM
94
High Pointe Capital Management
Illinois
$1.55M -$602K -11,900 -28%
D.E. Shaw & Co
95
D.E. Shaw & Co
New York
$1.49M +$847K +16,756 +137%
PPA
96
Parametric Portfolio Associates
Washington
$1.46M +$5.06K +100 +0.4%
RFC
97
Russell Frank Company
Washington
$1.46M -$1.16K -23 -0.1%
ProShare Advisors
98
ProShare Advisors
Maryland
$1.44M -$82.9K -1,639 -6%
UCFA
99
United Capital Financial Advisors
Texas
$1.35M -$249K -4,919 -16%
PAM
100
Panagora Asset Management
Massachusetts
$1.35M +$645K +12,751 +95%
2 3
4
5 6

AIT Hedge Fund Activity: Q3 2013 in Review

170 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q3 2013, worth a combined $1.91B — up 3% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new AIT positions and 12 closed out — a net gain of 11 holders — while 51 added to existing stakes and 77 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $24M. The largest seller was Royce & Associates, cutting an estimated $43.7M.

  • 170 institutional investors held Applied Industrial Technologies (AIT) as of Q3 2013, up from 161 in Q2 2013.
  • Funds reported $1.91B of Applied Industrial Technologies stock for Q3 2013, up 3% quarter-over-quarter.
  • 23 funds opened new Applied Industrial Technologies positions in Q3 2013 and 12 closed out, a net change of +11 holders.
  • The largest Applied Industrial Technologies buyer in Q3 2013 was Wellington Management Group, an estimated $24M added.
  • The largest Applied Industrial Technologies seller in Q3 2013 was Royce & Associates, an estimated $43.7M sold.

Based on aggregated 13F filings for Q3 2013.