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Applied Industrial Technologies
AIT

173 hedge funds and large institutions have $1.71B invested in Applied Industrial Technologies in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 69 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 61

1.49% more ownership

Funds ownership: 88.66% → 90.15% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

1% less funds holding

Funds holding: 175 → 173 (-2)

9% less capital invested

Capital invested by funds: $1.88B → $1.71B (-$173M)

Holders
173
Holders Change
-2
Holders Change %
-1.14%
% of All Funds
5.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
69
Reduced
61
Closed
18
Calls
$23K
Puts
–
Net Calls
+$23K
Net Calls Change
-$2K

Top Buyers

1
RA
Royce & Associates
New York
+$32M
2
Franklin Resources
Franklin Resources
California
+$8.25M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$4.38M
4
SBH
Segall Bryant & Hamill
Illinois
+$3.96M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$3.74M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$18.9M
2
WMSA
Weiss Multi-Strategy Advisers
New York
-$7.43M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$6.38M
4
AI
Analytic Investors
California
-$4.54M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$4.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
Grantham, Mayo, Van Otterloo & Co (GMO)
76
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.68M -$336K -6,870 -16%
BG
77
BlackRock Group
United Kingdom
$1.65M -$335K -6,856 -16%
State of Tennessee, Department of Treasury
78
State of Tennessee, Department of Treasury
Tennessee
$1.65M – – –
MAA
79
Managed Account Advisors
New Jersey
$1.65M -$831K -16,983 -32%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$1.64M -$32.8K -670 -2%
SVP
81
Springbank Value Partners
New York
$1.6M – – –
AIG
82
American International Group
New York
$1.5M +$7.09K +145 +0.4%
CS
83
Credit Suisse
Switzerland
$1.49M -$785K -16,041 -33%
Millennium Management
84
Millennium Management
New York
$1.47M +$332K +6,788 +27%
QBFM
85
QS Batterymarch Financial Management
New York
$1.47M -$938K -19,165 -37%
OIM
86
Orca Investment Management
Oregon
$1.46M +$1.57M +32,015 New
MLICM
87
Metropolitan Life Insurance Company (MetLife)
New York
$1.46M -$42.8K -875 -3%
CIC
88
Crawford Investment Counsel
Georgia
$1.44M – – –
STC
89
SEI Trust Company
Pennsylvania
$1.44M -$210K -4,301 -12%
Jacobs Levy Equity Management
90
Jacobs Levy Equity Management
New Jersey
$1.33M +$1.43M +29,250 New
ASRS
91
Arizona State Retirement System
Arizona
$1.31M -$73.4K -1,500 -5%
CC
92
Curian Capital
Colorado
$1.28M +$34.2K +698 +3%
GIA
93
Guyasuta Investment Advisors
Pennsylvania
$1.28M +$29.4K +600 +2%
VOYA Investment Management
94
VOYA Investment Management
Georgia
$1.24M -$76.3K -1,560 -5%
DCM
95
Dupont Capital Management
Delaware
$1.14M – – –
OA
96
OFI Advisors
Pennsylvania
$1.07M +$14.3K +292 +1%
BA
97
BlackRock Advisors
Delaware
$1.06M -$21.7K -444 -2%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$1.05M -$115K -2,341 -9%
UCFA
99
United Capital Financial Advisors
Texas
$987K -$697K -14,241 -40%
NAM
100
NorthCoast Asset Management
Connecticut
$971K – – –
2 3
4
5 6

AIT Hedge Fund Activity: Q3 2014 in Review

173 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q3 2014, worth a combined $1.71B — down 9.2% from $1.88B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of AIT and 17 opened new positions — a net loss of 1 holder — while 61 trimmed existing stakes and 69 added.

The largest buyer was Royce & Associates, adding an estimated $32M. The largest seller was Norges Bank, cutting an estimated $18.9M.

  • 173 institutional investors held Applied Industrial Technologies (AIT) as of Q3 2014, down from 175 in Q2 2014.
  • Funds reported $1.71B of Applied Industrial Technologies stock for Q3 2014, down 9.2% quarter-over-quarter.
  • 17 funds opened new Applied Industrial Technologies positions in Q3 2014 and 18 closed out, a net change of -1 holder.
  • The largest Applied Industrial Technologies buyer in Q3 2014 was Royce & Associates, an estimated $32M added.
  • The largest Applied Industrial Technologies seller in Q3 2014 was Norges Bank, an estimated $18.9M sold.

Based on aggregated 13F filings for Q3 2014.