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Applied Industrial Technologies
AIT

240 hedge funds and large institutions have $1.91B invested in Applied Industrial Technologies in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 75 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.76% more ownership

Funds ownership: 90.67% → 91.43% (+0.76%)

3% less funds holding

Funds holding: 247 → 240 (-7)

13% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 86

13% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 38

14% less call options, than puts

Call options by funds: $712K | Put options by funds: $831K

30% less capital invested

Capital invested by funds: $2.75B → $1.91B (-$838M)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
240
Holders Change
-7
Holders Change %
-2.83%
% of All Funds
5.35%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
33
Increased
75
Reduced
86
Closed
38
Calls
$712K
Puts
$831K
Net Calls
-$119K
Net Calls Change
-$1.4M

Top Buyers

1
BlackRock
BlackRock
New York
+$17.5M
2
CC
Carlson Capital
Texas
+$14M
3
JP Morgan Chase
JP Morgan Chase
New York
+$12.3M
4
Macquarie Group
Macquarie Group
Australia
+$10.8M
5
Morgan Stanley
Morgan Stanley
New York
+$8.18M

Top Sellers

1
RI
Redwood Investments
Massachusetts
-$17.4M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$16.1M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$9.84M
4
ABC
Anchor Bolt Capital
Illinois
-$8.23M
5
Wells Fargo
Wells Fargo
California
-$6.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$2.45M +$2.96M +45,360 New
PI
77
PineBridge Investments
New York
$2.36M -$246K -3,759 -8%
Bessemer Group
78
Bessemer Group
New Jersey
$2.08M +$843K +12,900 +50%
UBS Group
79
UBS Group
Switzerland
$2.06M +$520K +7,955 +26%
RJA
80
Raymond James & Associates
Florida
$2.02M -$290K -4,434 -11%
D.E. Shaw & Co
81
D.E. Shaw & Co
New York
$2.02M +$1.16M +17,720 +90%
Los Angeles Capital Management
82
Los Angeles Capital Management
California
$2.01M -$66.3K -1,015 -3%
Allianz Asset Management
83
Allianz Asset Management
Germany
$1.97M +$1.83M +27,973 +329%
VOYA Investment Management
84
VOYA Investment Management
Georgia
$1.92M +$667K +10,209 +40%
Grantham, Mayo, Van Otterloo & Co (GMO)
85
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.83M -$470K -7,200 -17%
Arrowstreet Capital
86
Arrowstreet Capital
Massachusetts
$1.82M -$2.84M -43,537 -56%
SGAM
87
Smith Group Asset Management
Texas
$1.78M -$38.5K -590 -2%
TRSOTSOK
88
Teachers Retirement System of the State of Kentucky
Kentucky
$1.74M +$60.8K +931 +3%
Barclays
89
Barclays
United Kingdom
$1.73M -$1.45M -22,205 -41%
Squarepoint
90
Squarepoint
New York
$1.64M +$1.05M +16,103 +112%
GIA
91
Guyasuta Investment Advisors
Pennsylvania
$1.64M +$196K +3,000 +11%
AIG
92
American International Group
New York
$1.6M -$22.7K -348 -1%
State of Tennessee, Department of Treasury
93
State of Tennessee, Department of Treasury
Tennessee
$1.56M +$246K +3,768 +15%
O
94
OppenheimerFunds
New York
$1.55M +$172K +2,635 +10%
EAM
95
EULAV Asset Management
Florida
$1.51M – – –
Citigroup
96
Citigroup
New York
$1.5M +$7.78K +119 +0.4%
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
$1.47M +$66.3K +1,015 +4%
State Board of Administration of Florida Retirement System
98
State Board of Administration of Florida Retirement System
Florida
$1.4M -$203K -3,111 -11%
TPSF
99
Texas Permanent School Fund
Texas
$1.37M +$65.2K +998 +4%
UBS AM
100
UBS AM
Illinois
$1.29M – – –
2 3
4
5 6

AIT Hedge Fund Activity: Q4 2018 in Review

240 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q4 2018, worth a combined $1.91B — down 30% from $2.75B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of AIT and 33 opened new positions — a net loss of 5 holders — while 86 trimmed existing stakes and 75 added.

The largest buyer was BlackRock, adding an estimated $17.5M. The largest seller was Redwood Investments, exiting entirely with an estimated $17.4M sold.

  • 240 institutional investors held Applied Industrial Technologies (AIT) as of Q4 2018, down from 247 in Q3 2018.
  • Funds reported $1.91B of Applied Industrial Technologies stock for Q4 2018, down 30% quarter-over-quarter.
  • 33 funds opened new Applied Industrial Technologies positions in Q4 2018 and 38 closed out, a net change of -5 holders.
  • The largest Applied Industrial Technologies buyer in Q4 2018 was BlackRock, an estimated $17.5M added.
  • The largest Applied Industrial Technologies seller in Q4 2018 was Redwood Investments, an estimated $17.4M sold.

Based on aggregated 13F filings for Q4 2018.