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Applied Industrial Technologies

175 hedge funds and large institutions have $1.8B invested in Applied Industrial Technologies in 2013 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

15% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 62

3% more funds holding

Funds holding: 170175 (+5)

0.49% less ownership

Funds ownership: 88.01%87.52% (-0.49%)

6% less capital invested

Capital invested by funds: $1.91B → $1.8B (-$108M)

Holders
175
Holders Change
+5
Holders Change %
+2.94%
% of All Funds
5.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
22
Increased
71
Reduced
62
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
76
Citadel Advisors
Florida
$2.41M +$1.39M +28,531 +138%
Bank of America
77
Bank of America
North Carolina
$2.35M -$1.04M -21,355 -31%
TRSOTSOK
78
Teachers Retirement System of the State of Kentucky
Kentucky
$2.21M +$226K +4,630 +11%
TPSF
79
Texas Permanent School Fund
Texas
$2.18M -$16.1K -330 -0.7%
State of Tennessee, Department of Treasury
80
State of Tennessee, Department of Treasury
Tennessee
$2.16M -$29.2K -600 -1%
Comerica Bank
81
Comerica Bank
Texas
$2.15M -$130K -2,672 -6%
Fiera Capital (Canada)
82
Fiera Capital (Canada)
Quebec, Canada
$1.98M +$278K +5,700 +16%
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$1.93M -$29.3K -601 -2%
CS
84
Credit Suisse
Switzerland
$1.86M -$616K -12,644 -25%
TCM
85
Tributary Capital Management
Nebraska
$1.81M -$880K -18,064 -33%
SFM
86
Systematic Financial Management
New Jersey
$1.77M +$1.75M +35,990 New
SVP
87
Springbank Value Partners
New York
$1.72M
MLICM
88
Metropolitan Life Insurance Company (MetLife)
New York
$1.66M +$9.01K +185 +0.5%
ASRS
89
Arizona State Retirement System
Arizona
$1.65M -$205K -4,200 -11%
Swiss National Bank
90
Swiss National Bank
Switzerland
$1.61M +$19.5K +400 +1%
CC
91
Curian Capital
Colorado
$1.57M +$571K +11,717 +58%
AIG
92
American International Group
New York
$1.57M +$8.43K +173 +0.5%
MCM
93
MAI Capital Management
Ohio
$1.5M -$877K -17,997 -37%
VOYA Investment Management
94
VOYA Investment Management
Georgia
$1.4M -$283K -5,815 -17%
CIC
95
Crawford Investment Counsel
Georgia
$1.39M +$502K +10,300 +58%
UCFA
96
United Capital Financial Advisors
Texas
$1.3M +$13.9K +286 +1%
PAM
97
Panagora Asset Management
Massachusetts
$1.3M +$15.4K +316 +1%
PPA
98
Parametric Portfolio Associates
Washington
$1.29M -$101K -2,065 -7%
GIA
99
Guyasuta Investment Advisors
Pennsylvania
$1.26M +$195K +4,000 +18%
PA
100
Profund Advisors
Maryland
$1.25M +$293K +6,010 +31%

AIT Hedge Fund Activity: Q4 2013 in Review

175 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q4 2013, worth a combined $1.8B — down 5.7% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AIT positions and 17 closed out — a net gain of 5 holders — while 71 added to existing stakes and 62 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $16.6M. The largest seller was Silvercrest Asset Management, cutting an estimated $25.1M.

  • 175 institutional investors held Applied Industrial Technologies (AIT) as of Q4 2013, up from 170 in Q3 2013.
  • Funds reported $1.8B of Applied Industrial Technologies stock for Q4 2013, down 5.7% quarter-over-quarter.
  • 22 funds opened new Applied Industrial Technologies positions in Q4 2013 and 17 closed out, a net change of +5 holders.
  • The largest Applied Industrial Technologies buyer in Q4 2013 was Wellington Management Group, an estimated $16.6M added.
  • The largest Applied Industrial Technologies seller in Q4 2013 was Silvercrest Asset Management, an estimated $25.1M sold.

Based on aggregated 13F filings for Q4 2013.