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Applied Industrial Technologies
AIT

175 hedge funds and large institutions have $1.88B invested in Applied Industrial Technologies in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 72 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 62

6% more capital invested

Capital invested by funds: $1.78B → $1.88B (+$100M)

0.39% more ownership

Funds ownership: 88.26% → 88.66% (+0.39%)

2% less funds holding

Funds holding: 179 → 175 (-4)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
175
Holders Change
-4
Holders Change %
-2.23%
% of All Funds
5.03%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
18
Increased
72
Reduced
62
Closed
22
Calls
$25K
Puts
–
Net Calls
+$25K
Net Calls Change
-$4K

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$19.4M
2
RA
Royce & Associates
New York
+$15.5M
3
Lazard Asset Management
Lazard Asset Management
New York
+$15M
4
ESCM
Echo Street Capital Management
New York
+$9.14M
5
Franklin Resources
Franklin Resources
California
+$8.65M

Top Sellers

1
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
-$25.2M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$20.7M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$12.1M
4
BFA
BlackRock Fund Advisors
California
-$7.72M
5
GAM
Gotham Asset Management
New York
-$6.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
ProShare Advisors
101
ProShare Advisors
Maryland
$1.14M -$1.04M -21,547 -49%
NAM
102
NorthCoast Asset Management
Connecticut
$1.08M – – –
Federated Hermes
103
Federated Hermes
Pennsylvania
$1.04M +$337K +6,972 +52%
VRS
104
Virginia Retirement Systems
Virginia
$984K -$4.83K -100 -0.5%
LSERS
105
Louisiana State Employees Retirement System
Louisiana
$984K – – –
PA
106
Pinnacle Associates
New York
$976K – – –
Two Sigma Investments
107
Two Sigma Investments
New York
$951K +$107K +2,220 +13%
MAM
108
Martingale Asset Management
Massachusetts
$948K -$138K -2,850 -13%
Nisa Investment Advisors
109
Nisa Investment Advisors
Missouri
$944K +$9.66K +200 +1%
EAM
110
EULAV Asset Management
Florida
$933K – – –
CAM
111
Capstone Asset Management
Texas
$923K +$135K +2,794 +18%
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$899K +$193 +4 +0%
FIM
113
Fruth Investment Management
Texas
$890K +$45.9K +950 +6%
SBH
114
Segall Bryant & Hamill
Illinois
$857K +$32.2K +666 +4%
AQR Capital Management
115
AQR Capital Management
Connecticut
$830K -$899K -18,606 -53%
MIU
116
Man Investments (UK)
United Kingdom
$769K -$1.23M -25,390 -63%
Thrivent Financial for Lutherans
117
Thrivent Financial for Lutherans
Minnesota
$758K -$19.3K -400 -3%
Bank of America
118
Bank of America
North Carolina
$718K -$1.24M -25,663 -64%
NBC
119
Neuberger Berman Canada
Ontario, Canada
$710K -$246K -5,100 -27%
CIC
120
Carnegie Investment Counsel
Ohio
$676K +$2.17K +45 +0.3%
UBS AM
121
UBS AM
Illinois
$665K – – –
CIM
122
Calvert Investment Management
Maryland
$650K +$19.7K +407 +3%
Two Sigma Advisers
123
Two Sigma Advisers
New York
$620K +$188K +3,900 +47%
Tudor Investment Corp
124
Tudor Investment Corp
Connecticut
$612K +$362K +7,497 +164%
RJA
125
Raymond James & Associates
Florida
$562K +$536K +11,085 New
3 4
5
6 7

AIT Hedge Fund Activity: Q2 2014 in Review

175 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q2 2014, worth a combined $1.88B — up 5.6% from $1.78B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of AIT and 18 opened new positions — a net loss of 4 holders — while 62 trimmed existing stakes and 72 added.

The largest buyer was Norges Bank, adding an estimated $19.4M. The largest seller was Luther King Capital Management (LKCM), exiting entirely with an estimated $25.2M sold.

  • 175 institutional investors held Applied Industrial Technologies (AIT) as of Q2 2014, down from 179 in Q1 2014.
  • Funds reported $1.88B of Applied Industrial Technologies stock for Q2 2014, up 5.6% quarter-over-quarter.
  • 18 funds opened new Applied Industrial Technologies positions in Q2 2014 and 22 closed out, a net change of -4 holders.
  • The largest Applied Industrial Technologies buyer in Q2 2014 was Norges Bank, an estimated $19.4M added.
  • The largest Applied Industrial Technologies seller in Q2 2014 was Luther King Capital Management (LKCM), an estimated $25.2M sold.

Based on aggregated 13F filings for Q2 2014.