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Applied Industrial Technologies
AIT

199 hedge funds and large institutions have $1.62B invested in Applied Industrial Technologies in 2016 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 74 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

6% more funds holding

Funds holding: 187 → 199 (+12)

6% more capital invested

Capital invested by funds: $1.52B → $1.62B (+$97.2M)

2.41% more ownership

Funds ownership: 89.83% → 92.24% (+2.4%)

9% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 74

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
199
Holders Change
+12
Holders Change %
+6.42%
% of All Funds
5.31%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
26
Increased
67
Reduced
74
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$28.8M
2
RCM
Riverhead Capital Management
Delaware
+$14.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$14.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$11.7M
5
JP Morgan Chase
JP Morgan Chase
New York
+$9.47M

Top Sellers

1
RA
Royce & Associates
New York
-$28.9M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$18.8M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$14.2M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$7.37M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$5.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
76
Crawford Investment Counsel
Georgia
$1.67M – – –
SVP
77
Springbank Value Partners
New York
$1.63M – – –
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$1.61M +$71.7K +1,601 +5%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$1.53M +$216K +4,823 +17%
NIPH
80
NN Investment Partners Holdings
Netherlands
$1.49M -$37K -825 -2%
State of Tennessee, Department of Treasury
81
State of Tennessee, Department of Treasury
Tennessee
$1.44M – – –
NFA
82
Nationwide Fund Advisors
Ohio
$1.41M +$21.9K +488 +2%
MC
83
Menta Capital
California
$1.39M +$1.1M +24,544 +399%
Los Angeles Capital Management
84
Los Angeles Capital Management
California
$1.37M +$1.36M +30,395 New
TPSF
85
Texas Permanent School Fund
Texas
$1.35M -$70.5K -1,574 -5%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$1.35M -$263K -5,879 -16%
UBS Group
87
UBS Group
Switzerland
$1.34M +$1.03M +22,902 +336%
GC
88
Guggenheim Capital
Illinois
$1.33M -$110K -2,466 -8%
ZIG
89
Zurich Insurance Group
Switzerland
$1.33M – – –
MIP
90
Mondrian Investment Partners
United Kingdom
$1.3M – – –
AHC
91
Anderson Hoagland & Co
Missouri
$1.29M +$1.28M +28,570 New
D.E. Shaw & Co
92
D.E. Shaw & Co
New York
$1.26M +$101K +2,264 +9%
PP
93
PDT Partners
New York
$1.25M +$18K +401 +1%
AIG
94
American International Group
New York
$1.24M -$119K -2,654 -9%
Public Sector Pension Investment Board (PSP Investments)
95
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.23M – – –
MLICM
96
Metropolitan Life Insurance Company (MetLife)
New York
$1.22M -$113K -2,530 -9%
O
97
OppenheimerFunds
New York
$1.19M -$88.8K -1,982 -7%
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.1M -$96.6K -2,157 -8%
SO
99
STRS Ohio
Ohio
$1.09M -$49.3K -1,100 -4%
Citigroup
100
Citigroup
New York
$1.08M -$986K -22,004 -48%
2 3
4
5 6

AIT Hedge Fund Activity: Q2 2016 in Review

199 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q2 2016, worth a combined $1.62B — up 6.4% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new AIT positions and 13 closed out — a net gain of 13 holders — while 67 added to existing stakes and 74 trimmed.

The largest buyer was Macquarie Group, adding an estimated $28.8M. The largest seller was Royce & Associates, cutting an estimated $28.9M.

  • 199 institutional investors held Applied Industrial Technologies (AIT) as of Q2 2016, up from 187 in Q1 2016.
  • Funds reported $1.62B of Applied Industrial Technologies stock for Q2 2016, up 6.4% quarter-over-quarter.
  • 26 funds opened new Applied Industrial Technologies positions in Q2 2016 and 13 closed out, a net change of +13 holders.
  • The largest Applied Industrial Technologies buyer in Q2 2016 was Macquarie Group, an estimated $28.8M added.
  • The largest Applied Industrial Technologies seller in Q2 2016 was Royce & Associates, an estimated $28.9M sold.

Based on aggregated 13F filings for Q2 2016.