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Applied Industrial Technologies
AIT

247 hedge funds and large institutions have $2.75B invested in Applied Industrial Technologies in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 88 increasing their positions, 94 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $3.18M | Put options by funds: $1.9M

10% more capital invested

Capital invested by funds: $2.5B → $2.75B (+$247M)

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

0% more funds holding

Funds holding: 247 → 247 (0)

6% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 94

1.49% less ownership

Funds ownership: 92.16% → 90.67% (-1.5%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
247
Holders Change
–
Holders Change %
0%
% of All Funds
5.65%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
25
Increased
88
Reduced
94
Closed
24
Calls
$3.18M
Puts
$1.9M
Net Calls
+$1.28M
Net Calls Change
-$10M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$18.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$14.3M
3
Macquarie Group
Macquarie Group
Australia
+$13.7M
4
Millennium Management
Millennium Management
New York
+$8.72M
5
BlackRock
BlackRock
New York
+$7.57M

Top Sellers

1
HA
Homestead Advisers
Virginia
-$34.7M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$23.9M
3
ABC
Anchor Bolt Capital
Illinois
-$18.6M
4
Prudential Financial
Prudential Financial
New Jersey
-$10.6M
5
IECM
Intrinsic Edge Capital Management
Illinois
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
76
PineBridge Investments
New York
$3.72M -$654K -8,640 -15%
Lord, Abbett & Co
77
Lord, Abbett & Co
New Jersey
$3.37M +$3.25M +43,000 New
RJA
78
Raymond James & Associates
Florida
$3.27M +$339K +4,475 +12%
Grantham, Mayo, Van Otterloo & Co (GMO)
79
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.23M -$22.7K -300 -0.7%
Los Angeles Capital Management
80
Los Angeles Capital Management
California
$3M – – –
CS
81
Credit Suisse
Switzerland
$2.68M -$492K -6,506 -16%
SGAM
82
Smith Group Asset Management
Texas
$2.63M +$105K +1,390 +4%
First Trust Advisors
83
First Trust Advisors
Illinois
$2.63M +$953K +12,598 +60%
TRSOTSOK
84
Teachers Retirement System of the State of Kentucky
Kentucky
$2.45M -$106K -1,400 -4%
UBS Group
85
UBS Group
Switzerland
$2.37M -$2.64M -34,876 -53%
AIG
86
American International Group
New York
$2.35M +$43.2K +571 +2%
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$2.27M -$71.1K -940 -3%
PP
88
Pegasus Partners
Wisconsin
$2.26M +$126K +1,661 +6%
EAM
89
EULAV Asset Management
Florida
$2.19M – – –
Citigroup
90
Citigroup
New York
$2.17M +$505K +6,672 +32%
GIA
91
Guyasuta Investment Advisors
Pennsylvania
$2.14M -$75.7K -1,000 -4%
GCP
92
GSA Capital Partners
United Kingdom
$2.11M -$339K -4,474 -14%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$2.05M -$23.8K -315 -1%
O
94
OppenheimerFunds
New York
$2.04M +$57.6K +761 +3%
SG Americas Securities
95
SG Americas Securities
New York
$2.01M -$442K -5,843 -19%
Bessemer Group
96
Bessemer Group
New Jersey
$2M -$37.8K -500 -2%
VOYA Investment Management
97
VOYA Investment Management
Georgia
$1.98M +$754K +9,962 +65%
State of Tennessee, Department of Treasury
98
State of Tennessee, Department of Treasury
Tennessee
$1.97M -$149K -1,966 -7%
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.91M -$258K -3,415 -12%
TPSF
100
Texas Permanent School Fund
Texas
$1.91M -$46.3K -612 -2%
2 3
4
5 6

AIT Hedge Fund Activity: Q3 2018 in Review

247 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q3 2018, worth a combined $2.75B — up 9.9% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new AIT positions and 24 closed out — a net gain of 1 holder — while 88 added to existing stakes and 94 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $18.3M. The largest seller was Homestead Advisers, cutting an estimated $34.7M.

  • 247 institutional investors held Applied Industrial Technologies (AIT) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $2.75B of Applied Industrial Technologies stock for Q3 2018, up 9.9% quarter-over-quarter.
  • 25 funds opened new Applied Industrial Technologies positions in Q3 2018 and 24 closed out, a net change of +1 holder.
  • The largest Applied Industrial Technologies buyer in Q3 2018 was JP Morgan Chase, an estimated $18.3M added.
  • The largest Applied Industrial Technologies seller in Q3 2018 was Homestead Advisers, an estimated $34.7M sold.

Based on aggregated 13F filings for Q3 2018.