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Applied Industrial Technologies
AIT

173 hedge funds and large institutions have $1.71B invested in Applied Industrial Technologies in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 69 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 61

1.49% more ownership

Funds ownership: 88.66% → 90.15% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

1% less funds holding

Funds holding: 175 → 173 (-2)

9% less capital invested

Capital invested by funds: $1.88B → $1.71B (-$173M)

Holders
173
Holders Change
-2
Holders Change %
-1.14%
% of All Funds
5.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
69
Reduced
61
Closed
18
Calls
$23K
Puts
–
Net Calls
+$23K
Net Calls Change
-$2K

Top Buyers

1
RA
Royce & Associates
New York
+$32M
2
Franklin Resources
Franklin Resources
California
+$8.25M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$4.38M
4
SBH
Segall Bryant & Hamill
Illinois
+$3.96M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$3.74M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$18.9M
2
WMSA
Weiss Multi-Strategy Advisers
New York
-$7.43M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$6.38M
4
AI
Analytic Investors
California
-$4.54M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$4.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
101
Pinnacle Associates
New York
$879K – – –
LSERS
102
Louisiana State Employees Retirement System
Louisiana
$872K -$14.7K -300 -2%
Nisa Investment Advisors
103
Nisa Investment Advisors
Missouri
$849K – – –
AQR Capital Management
104
AQR Capital Management
Connecticut
$843K +$103K +2,100 +13%
EAM
105
EULAV Asset Management
Florida
$840K – – –
Federated Hermes
106
Federated Hermes
Pennsylvania
$832K -$107K -2,191 -11%
CAM
107
Capstone Asset Management
Texas
$826K -$4.4K -90 -0.5%
FIM
108
Fruth Investment Management
Texas
$823K +$29.4K +600 +3%
ProShare Advisors
109
ProShare Advisors
Maryland
$819K -$220K -4,496 -20%
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$809K -$196 -4 -0%
CIM
111
Calvert Investment Management
Maryland
$688K +$111K +2,271 +18%
VRS
112
Virginia Retirement Systems
Virginia
$685K -$215K -4,400 -23%
Thrivent Financial for Lutherans
113
Thrivent Financial for Lutherans
Minnesota
$685K +$2.45K +50 +0.3%
UBS AM
114
UBS AM
Illinois
$630K +$34.3K +700 +5%
RJA
115
Raymond James & Associates
Florida
$621K +$123K +2,511 +23%
SC
116
Skylands Capital
Wisconsin
$591K +$634K +12,950 New
Bank of America
117
Bank of America
North Carolina
$558K -$94K -1,922 -14%
MC
118
Menta Capital
California
$511K +$548K +11,200 New
ZCM
119
Zebra Capital Management
Connecticut
$510K +$23.2K +474 +4%
Citigroup
120
Citigroup
New York
$504K +$250K +5,101 +86%
MERSOM
121
Municipal Employees' Retirement System of Michigan
Michigan
$488K +$24.5K +500 +5%
PG
122
Portola Group
California
$436K – – –
PI
123
PineBridge Investments
New York
$413K +$123K +2,512 +39%
GMIM
124
General Motors Investment Management
New York
$391K – – –
FCFC
125
First Commonwealth Financial Corp
Pennsylvania
$357K – – –
3 4
5
6 7

AIT Hedge Fund Activity: Q3 2014 in Review

173 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q3 2014, worth a combined $1.71B — down 9.2% from $1.88B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of AIT and 17 opened new positions — a net loss of 1 holder — while 61 trimmed existing stakes and 69 added.

The largest buyer was Royce & Associates, adding an estimated $32M. The largest seller was Norges Bank, cutting an estimated $18.9M.

  • 173 institutional investors held Applied Industrial Technologies (AIT) as of Q3 2014, down from 175 in Q2 2014.
  • Funds reported $1.71B of Applied Industrial Technologies stock for Q3 2014, down 9.2% quarter-over-quarter.
  • 17 funds opened new Applied Industrial Technologies positions in Q3 2014 and 18 closed out, a net change of -1 holder.
  • The largest Applied Industrial Technologies buyer in Q3 2014 was Royce & Associates, an estimated $32M added.
  • The largest Applied Industrial Technologies seller in Q3 2014 was Norges Bank, an estimated $18.9M sold.

Based on aggregated 13F filings for Q3 2014.