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Applied Industrial Technologies
AIT

175 hedge funds and large institutions have $1.88B invested in Applied Industrial Technologies in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 72 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 62

6% more capital invested

Capital invested by funds: $1.78B → $1.88B (+$100M)

0.39% more ownership

Funds ownership: 88.26% → 88.66% (+0.39%)

2% less funds holding

Funds holding: 179 → 175 (-4)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
175
Holders Change
-4
Holders Change %
-2.23%
% of All Funds
5.03%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
18
Increased
72
Reduced
62
Closed
22
Calls
$25K
Puts
–
Net Calls
+$25K
Net Calls Change
-$4K

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$19.4M
2
RA
Royce & Associates
New York
+$15.5M
3
Lazard Asset Management
Lazard Asset Management
New York
+$15M
4
ESCM
Echo Street Capital Management
New York
+$9.14M
5
Franklin Resources
Franklin Resources
California
+$8.65M

Top Sellers

1
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
-$25.2M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$20.7M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$12.1M
4
BFA
BlackRock Fund Advisors
California
-$7.72M
5
GAM
Gotham Asset Management
New York
-$6.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
76
First Trust Advisors
Illinois
$2.18M -$77.3K -1,600 -4%
GIP
77
Granite Investment Partners
California
$2.18M -$125K -2,588 -6%
TPSF
78
Texas Permanent School Fund
Texas
$2.14M -$6.19K -128 -0.3%
TRSOTSOK
79
Teachers Retirement System of the State of Kentucky
Kentucky
$2.1M -$48.3K -1,000 -2%
Comerica Bank
80
Comerica Bank
Texas
$2.09M -$52.5K -1,086 -3%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$1.86M -$106K -2,189 -6%
State of Tennessee, Department of Treasury
82
State of Tennessee, Department of Treasury
Tennessee
$1.84M -$91.8K -1,900 -5%
UCFA
83
United Capital Financial Advisors
Texas
$1.82M +$50.9K +1,054 +3%
STC
84
SEI Trust Company
Pennsylvania
$1.81M +$378K +7,812 +28%
SVP
85
Springbank Value Partners
New York
$1.78M – – –
MLICM
86
Metropolitan Life Insurance Company (MetLife)
New York
$1.66M -$41.7K -862 -3%
AIG
87
American International Group
New York
$1.66M -$64K -1,324 -4%
PPA
88
Parametric Portfolio Associates
Washington
$1.64M +$378K +7,832 +32%
CIC
89
Crawford Investment Counsel
Georgia
$1.6M +$91.8K +1,900 +6%
ASRS
90
Arizona State Retirement System
Arizona
$1.54M +$19.3K +400 +1%
VOYA Investment Management
91
VOYA Investment Management
Georgia
$1.45M – – –
GIA
92
Guyasuta Investment Advisors
Pennsylvania
$1.39M +$67.7K +1,400 +5%
CC
93
Curian Capital
Colorado
$1.39M -$61.7K -1,277 -4%
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.31M -$266K -5,512 -18%
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$1.29M +$29.6K +612 +2%
Millennium Management
96
Millennium Management
New York
$1.29M -$513K -10,612 -29%
DCM
97
Dupont Capital Management
Delaware
$1.26M – – –
BA
98
BlackRock Advisors
Delaware
$1.2M -$194K -4,022 -15%
OA
99
OFI Advisors
Pennsylvania
$1.18M +$86.3K +1,785 +8%
Renaissance Technologies
100
Renaissance Technologies
New York
$1.14M +$1.08M +22,450 New
2 3
4
5 6

AIT Hedge Fund Activity: Q2 2014 in Review

175 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q2 2014, worth a combined $1.88B — up 5.6% from $1.78B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of AIT and 18 opened new positions — a net loss of 4 holders — while 62 trimmed existing stakes and 72 added.

The largest buyer was Norges Bank, adding an estimated $19.4M. The largest seller was Luther King Capital Management (LKCM), exiting entirely with an estimated $25.2M sold.

  • 175 institutional investors held Applied Industrial Technologies (AIT) as of Q2 2014, down from 179 in Q1 2014.
  • Funds reported $1.88B of Applied Industrial Technologies stock for Q2 2014, up 5.6% quarter-over-quarter.
  • 18 funds opened new Applied Industrial Technologies positions in Q2 2014 and 22 closed out, a net change of -4 holders.
  • The largest Applied Industrial Technologies buyer in Q2 2014 was Norges Bank, an estimated $19.4M added.
  • The largest Applied Industrial Technologies seller in Q2 2014 was Luther King Capital Management (LKCM), an estimated $25.2M sold.

Based on aggregated 13F filings for Q2 2014.