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Applied Industrial Technologies

214 hedge funds and large institutions have $2.07B invested in Applied Industrial Technologies in 2016 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 67 increasing their positions, 81 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

517% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 6

248% more call options, than puts

Call options by funds: $268K | Put options by funds: $77K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

27% more capital invested

Capital invested by funds: $1.64B → $2.07B (+$434M)

15% more funds holding

Funds holding: 186214 (+28)

0.75% less ownership

Funds ownership: 90.02%89.28% (-0.75%)

17% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 81

Holders
214
Holders Change
+28
Holders Change %
+15.05%
% of All Funds
5.35%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
37
Increased
67
Reduced
81
Closed
6
Calls
$268K
Puts
$77K
Net Calls
+$191K
Net Calls Change
+$191K
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
76
Bessemer Group
New Jersey
$2.42M
American Century Companies
77
American Century Companies
Missouri
$2.36M +$2.16M +39,755 New
UBS Group
78
UBS Group
Switzerland
$2.19M +$474K +8,724 +31%
KeyBank National Association
79
KeyBank National Association
Ohio
$2.05M -$331K -6,100 -15%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$2.04M -$72.8K -1,341 -4%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$2.03M +$869 +16 +0%
NIPH
82
NN Investment Partners Holdings
Netherlands
$1.96M -$22.8K -420 -1%
PI
83
PineBridge Investments
New York
$1.93M +$1.5M +27,571 +555%
Russell Investments Group
84
Russell Investments Group
United Kingdom
$1.89M +$1.71M +31,489 New
State of Tennessee, Department of Treasury
85
State of Tennessee, Department of Treasury
Tennessee
$1.85M
GIA
86
Guyasuta Investment Advisors
Pennsylvania
$1.81M -$434K -8,000 -21%
Los Angeles Capital Management
87
Los Angeles Capital Management
California
$1.78M
AHC
88
Anderson Hoagland & Co
Missouri
$1.78M -$3.8K -70 -0.2%
NFA
89
Nationwide Fund Advisors
Ohio
$1.74M -$87.4K -1,609 -5%
SFM
90
Systematic Financial Management
New Jersey
$1.71M -$409K -7,540 -21%
PP
91
Paloma Partners
Connecticut
$1.7M +$1.56M +28,668 New
TPSF
92
Texas Permanent School Fund
Texas
$1.69M -$70.7K -1,303 -4%
PP
93
PDT Partners
New York
$1.66M +$32.6K +600 +2%
Public Sector Pension Investment Board (PSP Investments)
94
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.62M
AIG
95
American International Group
New York
$1.61M -$23K -424 -2%
PCM
96
Piermont Capital Management
Missouri
$1.59M -$28.2K -520 -2%
CEP
97
Chicago Equity Partners
Illinois
$1.56M +$1.43M +26,320 New
Two Sigma Investments
98
Two Sigma Investments
New York
$1.55M +$1.41M +26,036 New
MLICM
99
Metropolitan Life Insurance Company (MetLife)
New York
$1.51M -$43.5K -802 -3%
O
100
OppenheimerFunds
New York
$1.51M -$21.2K -391 -2%

AIT Hedge Fund Activity: Q4 2016 in Review

214 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q4 2016, worth a combined $2.07B — up 27% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AIT positions and 6 closed out — a net gain of 31 holders — while 67 added to existing stakes and 81 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $16.4M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $29.8M.

  • 214 institutional investors held Applied Industrial Technologies (AIT) as of Q4 2016, up from 186 in Q3 2016.
  • Funds reported $2.07B of Applied Industrial Technologies stock for Q4 2016, up 27% quarter-over-quarter.
  • 37 funds opened new Applied Industrial Technologies positions in Q4 2016 and 6 closed out, a net change of +31 holders.
  • The largest Applied Industrial Technologies buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $16.4M added.
  • The largest Applied Industrial Technologies seller in Q4 2016 was Fuller & Thaler Asset Management, an estimated $29.8M sold.

Based on aggregated 13F filings for Q4 2016.