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Applied Industrial Technologies
AIT

253 hedge funds and large institutions have $2.58B invested in Applied Industrial Technologies in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 75 increasing their positions, 95 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $605K

39% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 31

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

9% more capital invested

Capital invested by funds: $2.36B → $2.58B (+$214M)

5% more funds holding

Funds holding: 242 → 253 (+11)

2% more ownership

Funds ownership: 89.46% → 91.47% (+2%)

21% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 95

Holders
253
Holders Change
+11
Holders Change %
+4.55%
% of All Funds
5.8%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
43
Increased
75
Reduced
95
Closed
31
Calls
$1.21M
Puts
$605K
Net Calls
+$605K
Net Calls Change
-$123K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$60.3M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$36.3M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$27.7M
4
RI
Redwood Investments
Massachusetts
+$24.5M
5
CRCP
Copper Rock Capital Partners
Massachusetts
+$19.5M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$27.5M
2
BlackRock
BlackRock
New York
-$25.9M
3
Millennium Management
Millennium Management
New York
-$20.4M
4
JP Morgan Chase
JP Morgan Chase
New York
-$17.7M
5
Renaissance Technologies
Renaissance Technologies
New York
-$17.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Grantham, Mayo, Van Otterloo & Co (GMO)
76
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.16M +$459K +6,400 +17%
RJA
77
Raymond James & Associates
Florida
$2.85M +$728K +10,155 +35%
ZIM
78
Zacks Investment Management
Illinois
$2.78M +$1.37M +19,078 +100%
PP
79
PDT Partners
New York
$2.62M +$548K +7,641 +27%
PI
80
Putnam Investments
Massachusetts
$2.52M +$2.48M +34,590 New
Man Group
81
Man Group
United Kingdom
$2.44M +$2.4M +33,420 New
TRSOTSOK
82
Teachers Retirement System of the State of Kentucky
Kentucky
$2.27M +$1.21M +16,805 +117%
SGAM
83
Smith Group Asset Management
Texas
$2.25M -$1.91M -26,649 -46%
Citigroup
84
Citigroup
New York
$2.2M +$179K +2,494 +9%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$2.19M -$244K -3,406 -10%
CEP
86
Chicago Equity Partners
Illinois
$2.13M +$37.3K +520 +2%
Bessemer Group
87
Bessemer Group
New Jersey
$2.09M -$86.1K -1,200 -4%
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.06M -$59.3K -827 -3%
State of Tennessee, Department of Treasury
89
State of Tennessee, Department of Treasury
Tennessee
$2.05M -$212K -2,956 -10%
EAM
90
EULAV Asset Management
Florida
$2.04M – – –
GIA
91
Guyasuta Investment Advisors
Pennsylvania
$2.03M -$287K -4,000 -13%
1C
92
1060 Capital
Colorado
$1.97M +$1.94M +26,990 New
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$1.9M +$128K +1,780 +7%
TPSF
94
Texas Permanent School Fund
Texas
$1.87M -$45.5K -635 -2%
UBS AM
95
UBS AM
Illinois
$1.81M +$232K +3,235 +15%
Public Sector Pension Investment Board (PSP Investments)
96
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.8M – – –
AIG
97
American International Group
New York
$1.78M -$433K -6,031 -20%
PP
98
Pegasus Partners
Wisconsin
$1.76M +$1.73M +24,142 New
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$1.76M -$22.4K -312 -1%
AIM
100
Assured Investment Management
New York
$1.75M +$1.72M +24,046 New
2 3
4
5 6

AIT Hedge Fund Activity: Q1 2018 in Review

253 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q1 2018, worth a combined $2.58B — up 9.1% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new AIT positions and 31 closed out — a net gain of 12 holders — while 75 added to existing stakes and 95 trimmed.

The largest buyer was Wells Fargo, adding an estimated $60.3M. The largest seller was Principal Financial Group, cutting an estimated $27.5M.

  • 253 institutional investors held Applied Industrial Technologies (AIT) as of Q1 2018, up from 242 in Q4 2017.
  • Funds reported $2.58B of Applied Industrial Technologies stock for Q1 2018, up 9.1% quarter-over-quarter.
  • 43 funds opened new Applied Industrial Technologies positions in Q1 2018 and 31 closed out, a net change of +12 holders.
  • The largest Applied Industrial Technologies buyer in Q1 2018 was Wells Fargo, an estimated $60.3M added.
  • The largest Applied Industrial Technologies seller in Q1 2018 was Principal Financial Group, an estimated $27.5M sold.

Based on aggregated 13F filings for Q1 2018.