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Applied Industrial Technologies
AIT

179 hedge funds and large institutions have $1.78B invested in Applied Industrial Technologies in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 63 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

2% more funds holding

Funds holding: 175 → 179 (+4)

0.74% more ownership

Funds ownership: 87.52% → 88.26% (+0.74%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less capital invested

Capital invested by funds: $1.8B → $1.78B (-$23.9M)

2% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 63

Holders
179
Holders Change
+4
Holders Change %
+2.29%
% of All Funds
5.17%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
24
Increased
62
Reduced
63
Closed
19
Calls
$29K
Puts
–
Net Calls
+$29K
Net Calls Change
+$29K

Top Buyers

Rank Fund Capital Flow
1
TCP
TAMRO Capital Partners
Virginia
+$10.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$9.97M
3
GAM
Gotham Asset Management
New York
+$6.82M
4
Wells Fargo
Wells Fargo
California
+$5.06M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$3.49M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$10.6M
2
Goldman Sachs
Goldman Sachs
New York
-$7.16M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$5.14M
4
Renaissance Technologies
Renaissance Technologies
New York
-$4.43M
5
PCMI
Paradigm Capital Management Inc
New York
-$4.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
101
Parametric Portfolio Associates
Washington
$1.18M -$88.8K -1,808 -7%
TC
102
TFS Capital
Pennsylvania
$1.05M +$1.07M +21,845 New
SIA
103
Sit Investment Associates
Minnesota
$1.04M – – –
MAM
104
Martingale Asset Management
Massachusetts
$1.04M +$1.06M +21,531 New
OA
105
OFI Advisors
Pennsylvania
$1.03M +$7.96K +162 +0.8%
NAM
106
NorthCoast Asset Management
Connecticut
$1.03M – – –
ZCM
107
Zebra Capital Management
Connecticut
$967K +$127K +2,594 +15%
VRS
108
Virginia Retirement Systems
Virginia
$941K – – –
LSERS
109
Louisiana State Employees Retirement System
Louisiana
$936K -$4.91K -100 -0.5%
PA
110
Pinnacle Associates
New York
$929K – – –
NBC
111
Neuberger Berman Canada
Ontario, Canada
$921K +$255K +5,200 +37%
Citigroup
112
Citigroup
New York
$907K +$154K +3,144 +20%
EAM
113
EULAV Asset Management
Florida
$888K – – –
Nisa Investment Advisors
114
Nisa Investment Advisors
Missouri
$888K – – –
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$855K – – –
FIM
116
Fruth Investment Management
Texas
$801K +$128K +2,600 +19%
Two Sigma Investments
117
Two Sigma Investments
New York
$797K +$812K +16,530 New
SBH
118
Segall Bryant & Hamill
Illinois
$783K +$32.9K +669 +4%
CAM
119
Capstone Asset Management
Texas
$742K -$44.7K -910 -6%
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$740K – – –
Federated Hermes
121
Federated Hermes
Pennsylvania
$648K -$467K -9,502 -41%
HI
122
HBK Investments
Texas
$646K +$196K +4,000 +43%
CIC
123
Carnegie Investment Counsel
Ohio
$641K -$45.8K -933 -7%
UBS AM
124
UBS AM
Illinois
$632K – – –
SB
125
Suntrust Banks
Georgia
$617K +$137K +2,781 +28%
3 4
5
6 7

AIT Hedge Fund Activity: Q1 2014 in Review

179 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q1 2014, worth a combined $1.78B — down 1.3% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new AIT positions and 19 closed out — a net gain of 5 holders — while 62 added to existing stakes and 63 trimmed.

The largest buyer was TAMRO Capital Partners, adding an estimated $10.2M. The largest seller was Royce & Associates, cutting an estimated $10.6M.

  • 179 institutional investors held Applied Industrial Technologies (AIT) as of Q1 2014, up from 175 in Q4 2013.
  • Funds reported $1.78B of Applied Industrial Technologies stock for Q1 2014, down 1.3% quarter-over-quarter.
  • 24 funds opened new Applied Industrial Technologies positions in Q1 2014 and 19 closed out, a net change of +5 holders.
  • The largest Applied Industrial Technologies buyer in Q1 2014 was TAMRO Capital Partners, an estimated $10.2M added.
  • The largest Applied Industrial Technologies seller in Q1 2014 was Royce & Associates, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2014.