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Applied Industrial Technologies
AIT

214 hedge funds and large institutions have $2.07B invested in Applied Industrial Technologies in 2016 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 67 increasing their positions, 81 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

517% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 6

248% more call options, than puts

Call options by funds: $268K | Put options by funds: $77K

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

27% more capital invested

Capital invested by funds: $1.64B → $2.07B (+$434M)

15% more funds holding

Funds holding: 186 → 214 (+28)

0.75% less ownership

Funds ownership: 90.02% → 89.28% (-0.75%)

17% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 81

Holders
214
Holders Change
+28
Holders Change %
+15.05%
% of All Funds
5.35%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
37
Increased
67
Reduced
81
Closed
6
Calls
$268K
Puts
$77K
Net Calls
+$191K
Net Calls Change
+$191K

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$16.4M
2
JP Morgan Chase
JP Morgan Chase
New York
+$10.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$10.6M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$9.07M
5
Renaissance Technologies
Renaissance Technologies
New York
+$8.74M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$29.8M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$23.9M
3
RA
Royce & Associates
New York
-$22.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$20.1M
5
EAM
Edge Asset Management
Washington
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Manulife (Manufacturers Life Insurance)
101
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.46M +$2.77K +51 +0.2%
MIP
102
Mondrian Investment Partners
United Kingdom
$1.36M -$314K -5,781 -20%
D.E. Shaw & Co
103
D.E. Shaw & Co
New York
$1.32M +$562K +10,344 +87%
FIM
104
Fruth Investment Management
Texas
$1.29M – – –
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$1.24M +$49.4K +910 +5%
ASRS
106
Arizona State Retirement System
Arizona
$1.19M -$5.43K -100 -0.5%
Two Sigma Advisers
107
Two Sigma Advisers
New York
$1.19M +$1.08M +19,945 New
Nisa Investment Advisors
108
Nisa Investment Advisors
Missouri
$1.17M – – –
SO
109
STRS Ohio
Ohio
$1.17M – – –
GC
110
Guggenheim Capital
Illinois
$1.15M -$568K -10,466 -35%
Robeco Institutional Asset Management
111
Robeco Institutional Asset Management
Netherlands
$1.1M +$755K +13,898 +300%
EAM
112
EULAV Asset Management
Florida
$1.06M -$27.1K -500 -3%
PA
113
Pinnacle Associates
New York
$1.02M – – –
VOYA Investment Management
114
VOYA Investment Management
Georgia
$936K -$21.8K -401 -2%
LSERS
115
Louisiana State Employees Retirement System
Louisiana
$933K -$86.9K -1,600 -9%
VKH
116
Virtu KCG Holdings
New York
$925K +$304K +5,608 +56%
UBS AM
117
UBS AM
Illinois
$871K -$533K -9,825 -40%
TRSOTSOK
118
Teachers Retirement System of the State of Kentucky
Kentucky
$851K -$43.4K -800 -5%
CIC
119
Crawford Investment Counsel
Georgia
$800K -$820K -15,098 -53%
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$770K -$271K -5,000 -28%
TD Asset Management
121
TD Asset Management
Ontario, Canada
$760K +$43.4K +800 +7%
HSBC Holdings
122
HSBC Holdings
United Kingdom
$738K +$300K +5,526 +80%
DZ Bank
123
DZ Bank
Germany
$680K +$622K +11,450 New
Verition Fund Management
124
Verition Fund Management
Connecticut
$661K +$604K +11,120 New
AG
125
Aperio Group
California
$611K +$62.6K +1,153 +13%
3 4
5
6 7

AIT Hedge Fund Activity: Q4 2016 in Review

214 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q4 2016, worth a combined $2.07B — up 27% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AIT positions and 6 closed out — a net gain of 31 holders — while 67 added to existing stakes and 81 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $16.4M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $29.8M.

  • 214 institutional investors held Applied Industrial Technologies (AIT) as of Q4 2016, up from 186 in Q3 2016.
  • Funds reported $2.07B of Applied Industrial Technologies stock for Q4 2016, up 27% quarter-over-quarter.
  • 37 funds opened new Applied Industrial Technologies positions in Q4 2016 and 6 closed out, a net change of +31 holders.
  • The largest Applied Industrial Technologies buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $16.4M added.
  • The largest Applied Industrial Technologies seller in Q4 2016 was Fuller & Thaler Asset Management, an estimated $29.8M sold.

Based on aggregated 13F filings for Q4 2016.