We are live on ! Find out more
AIT icon

Applied Industrial Technologies

175 hedge funds and large institutions have $1.8B invested in Applied Industrial Technologies in 2013 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

15% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 62

3% more funds holding

Funds holding: 170175 (+5)

0.49% less ownership

Funds ownership: 88.01%87.52% (-0.49%)

6% less capital invested

Capital invested by funds: $1.91B → $1.8B (-$108M)

Holders
175
Holders Change
+5
Holders Change %
+2.94%
% of All Funds
5.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
22
Increased
71
Reduced
62
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
STC
101
SEI Trust Company
Pennsylvania
$1.22M +$175K +3,585 +17%
HighTower Advisors
102
HighTower Advisors
Illinois
$1.22M +$85.3K +1,750 +8%
Federated Hermes
103
Federated Hermes
Pennsylvania
$1.13M -$28.5K -585 -2%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$1.08M -$803K -16,483 -43%
SIA
105
Sit Investment Associates
Minnesota
$1.06M -$865K -17,745 -45%
NAM
106
NorthCoast Asset Management
Connecticut
$1.04M
OA
107
OFI Advisors
Pennsylvania
$1.04M +$283K +5,811 +38%
VRS
108
Virginia Retirement Systems
Virginia
$957K -$29.2K -600 -3%
LSERS
109
Louisiana State Employees Retirement System
Louisiana
$957K +$950K +19,500 New
PA
110
Pinnacle Associates
New York
$945K -$93.8K -1,925 -9%
Nisa Investment Advisors
111
Nisa Investment Advisors
Missouri
$903K
EAM
112
EULAV Asset Management
Florida
$903K +$48.7K +1,000 +6%
First Trust Advisors
113
First Trust Advisors
Illinois
$878K -$216K -4,442 -20%
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$870K
ZCM
115
Zebra Capital Management
Connecticut
$857K +$336K +6,888 +65%
CAM
116
Capstone Asset Management
Texas
$800K -$257K -5,277 -24%
Citigroup
117
Citigroup
New York
$769K +$401K +8,231 +111%
SBH
118
Segall Bryant & Hamill
Illinois
$764K +$87.9K +1,805 +13%
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$754K
CIC
120
Carnegie Investment Counsel
Ohio
$698K +$25.6K +525 +4%
FIM
121
Fruth Investment Management
Texas
$682K
NBC
122
Neuberger Berman Canada
Ontario, Canada
$682K +$677K +13,900 New
DIA
123
Dean Investment Associates
Ohio
$665K +$660K +13,553 New
DekaBank Deutsche Girozentrale
124
DekaBank Deutsche Girozentrale
Germany
$664K
UBS AM
125
UBS AM
Illinois
$643K -$195K -4,000 -23%

AIT Hedge Fund Activity: Q4 2013 in Review

175 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q4 2013, worth a combined $1.8B — down 5.7% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AIT positions and 17 closed out — a net gain of 5 holders — while 71 added to existing stakes and 62 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $16.6M. The largest seller was Silvercrest Asset Management, cutting an estimated $25.1M.

  • 175 institutional investors held Applied Industrial Technologies (AIT) as of Q4 2013, up from 170 in Q3 2013.
  • Funds reported $1.8B of Applied Industrial Technologies stock for Q4 2013, down 5.7% quarter-over-quarter.
  • 22 funds opened new Applied Industrial Technologies positions in Q4 2013 and 17 closed out, a net change of +5 holders.
  • The largest Applied Industrial Technologies buyer in Q4 2013 was Wellington Management Group, an estimated $16.6M added.
  • The largest Applied Industrial Technologies seller in Q4 2013 was Silvercrest Asset Management, an estimated $25.1M sold.

Based on aggregated 13F filings for Q4 2013.