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Applied Industrial Technologies
AIT

187 hedge funds and large institutions have $1.52B invested in Applied Industrial Technologies in 2016 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 79 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

52% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 52

6% more funds holding

Funds holding: 177 → 187 (+10)

5% more capital invested

Capital invested by funds: $1.45B → $1.52B (+$67.8M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1.37% less ownership

Funds ownership: 91.2% → 89.83% (-1.4%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $421K

Holders
187
Holders Change
+10
Holders Change %
+5.65%
% of All Funds
4.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
25
Increased
79
Reduced
52
Closed
13
Calls
–
Puts
$421K
Net Calls
-$421K
Net Calls Change
-$466K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$18.5M
2
Victory Capital Management
Victory Capital Management
Texas
+$9.85M
3
JP Morgan Chase
JP Morgan Chase
New York
+$8.67M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$8.33M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$6.7M

Top Sellers

1
RA
Royce & Associates
New York
-$29.5M
2
SAM
Silvercrest Asset Management
New York
-$21.7M
3
GAM
Gotham Asset Management
New York
-$16.2M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$11.4M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
101
Martingale Asset Management
Massachusetts
$882K -$1.1M -27,987 -58%
LCM
102
Landscape Capital Management
New Jersey
$877K +$351K +8,900 +79%
ASRS
103
Arizona State Retirement System
Arizona
$876K +$27.6K +700 +4%
PA
104
Pinnacle Associates
New York
$853K +$94.5K +2,397 +14%
Arrowstreet Capital
105
Arrowstreet Capital
Massachusetts
$825K +$749K +19,000 New
EAM
106
EULAV Asset Management
Florida
$799K – – –
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$780K +$5.44K +138 +0.8%
VOYA Investment Management
108
VOYA Investment Management
Georgia
$761K – – –
LSERS
109
Louisiana State Employees Retirement System
Louisiana
$755K – – –
HI
110
HBK Investments
Texas
$748K +$679K +17,228 New
ACI
111
AMP Capital Investors
Australia
$732K – – –
TRSOTSOK
112
Teachers Retirement System of the State of Kentucky
Kentucky
$656K – – –
Balyasny Asset Management
113
Balyasny Asset Management
Illinois
$652K +$592K +15,016 New
ZCM
114
Zebra Capital Management
Connecticut
$640K +$28.9K +734 +5%
SAM
115
Silvercrest Asset Management
New York
$603K -$21.7M -549,978 -98%
Acadian Asset Management
116
Acadian Asset Management
Massachusetts
$580K +$527K +13,368 New
CAM
117
Capstone Asset Management
Texas
$570K -$24.8K -630 -5%
MERSOM
118
Municipal Employees' Retirement System of Michigan
Michigan
$570K +$201K +5,100 +64%
PA
119
Profund Advisors
Maryland
$544K +$296K +7,515 +150%
MAM
120
Meeder Asset Management
Ohio
$514K – – –
DIA
121
Denver Investment Advisors
Colorado
$452K -$9.86K -250 -2%
RFC
122
Russell Frank Company
Washington
$435K +$44.9K +1,138 +13%
TI
123
Trexquant Investment
Connecticut
$434K +$173K +4,386 +78%
Public Employees Retirement Association of Colorado
124
Public Employees Retirement Association of Colorado
Colorado
$414K -$24.3K -616 -6%
CG
125
Clinton Group
New York
$402K +$365K +9,262 New
3 4
5
6 7

AIT Hedge Fund Activity: Q1 2016 in Review

187 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q1 2016, worth a combined $1.52B — up 4.7% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new AIT positions and 13 closed out — a net gain of 12 holders — while 79 added to existing stakes and 52 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $18.5M. The largest seller was Royce & Associates, cutting an estimated $29.5M.

  • 187 institutional investors held Applied Industrial Technologies (AIT) as of Q1 2016, up from 177 in Q4 2015.
  • Funds reported $1.52B of Applied Industrial Technologies stock for Q1 2016, up 4.7% quarter-over-quarter.
  • 25 funds opened new Applied Industrial Technologies positions in Q1 2016 and 13 closed out, a net change of +12 holders.
  • The largest Applied Industrial Technologies buyer in Q1 2016 was Wellington Management Group, an estimated $18.5M added.
  • The largest Applied Industrial Technologies seller in Q1 2016 was Royce & Associates, an estimated $29.5M sold.

Based on aggregated 13F filings for Q1 2016.