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Applied Industrial Technologies
AIT

219 hedge funds and large institutions have $2.3B invested in Applied Industrial Technologies in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 65 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 65

12% more capital invested

Capital invested by funds: $2.05B → $2.3B (+$249M)

1.02% more ownership

Funds ownership: 89.06% → 90.07% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

1% less funds holding

Funds holding: 222 → 219 (-3)

58% less call options, than puts

Call options by funds: $1.39M | Put options by funds: $3.3M

Holders
219
Holders Change
-3
Holders Change %
-1.35%
% of All Funds
5.46%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
86
Reduced
65
Closed
29
Calls
$1.39M
Puts
$3.3M
Net Calls
-$1.91M
Net Calls Change
-$2.32M

Top Buyers

1
BlackRock
BlackRock
New York
+$17.8M
2
Millennium Management
Millennium Management
New York
+$11.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$10.2M
4
Norges Bank
Norges Bank
Norway
+$9.03M
5
American Century Companies
American Century Companies
Missouri
+$7.53M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$76.7M
2
BG
Bahl & Gaynor
Ohio
-$8.37M
3
CRC
Curi RMB Capital
Illinois
-$5.5M
4
KCM
Kennedy Capital Management
Missouri
-$5.02M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$4.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$1.6M +$21.2K +365 +2%
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$1.56M +$11K +190 +0.8%
KeyBank National Association
103
KeyBank National Association
Ohio
$1.55M -$11.6K -200 -0.8%
MIP
104
Mondrian Investment Partners
United Kingdom
$1.51M – – –
Squarepoint
105
Squarepoint
New York
$1.48M +$111K +1,906 +9%
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$1.37M +$376K +6,475 +45%
FIM
107
Fruth Investment Management
Texas
$1.35M – – –
UBS AM
108
UBS AM
Illinois
$1.35M +$30.1K +519 +3%
ASRS
109
Arizona State Retirement System
Arizona
$1.33M -$5.8K -100 -0.5%
MERSOM
110
Municipal Employees' Retirement System of Michigan
Michigan
$1.28M +$316K +5,450 +39%
First Trust Advisors
111
First Trust Advisors
Illinois
$1.25M +$813K +14,004 +280%
Nisa Investment Advisors
112
Nisa Investment Advisors
Missouri
$1.21M – – –
NBC
113
Neuberger Berman Canada
Ontario, Canada
$1.14M +$125K +2,154 +14%
VOYA Investment Management
114
VOYA Investment Management
Georgia
$1.13M – – –
PA
115
Pinnacle Associates
New York
$1.1M – – –
LCM
116
Laurion Capital Management
New York
$1.09M +$541K +9,324 +128%
LSERS
117
Louisiana State Employees Retirement System
Louisiana
$1.04M -$5.8K -100 -0.6%
ZIM
118
Zacks Investment Management
Illinois
$1.02M +$168K +2,888 +23%
AQR Capital Management
119
AQR Capital Management
Connecticut
$986K -$662K -11,401 -43%
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$969K +$606K +10,447 +244%
D.E. Shaw & Co
121
D.E. Shaw & Co
New York
$948K -$286K -4,924 -25%
TRSOTSOK
122
Teachers Retirement System of the State of Kentucky
Kentucky
$943K – – –
PP
123
Paloma Partners
Connecticut
$851K -$39.2K -676 -5%
CIP
124
Convergence Investment Partners
Florida
$837K -$1.49M -25,703 -67%
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$837K – – –
3 4
5
6 7

AIT Hedge Fund Activity: Q3 2017 in Review

219 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q3 2017, worth a combined $2.3B — up 12% from $2.05B a quarter earlier.

Fund positioning in AIT was balanced in Q3 2017: 29 funds opened new positions, 29 closed out, 86 added to existing stakes and 65 trimmed.

The largest buyer was BlackRock, adding an estimated $17.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $76.7M.

  • 219 institutional investors held Applied Industrial Technologies (AIT) as of Q3 2017, down from 222 in Q2 2017.
  • Funds reported $2.3B of Applied Industrial Technologies stock for Q3 2017, up 12% quarter-over-quarter.
  • 29 funds opened new Applied Industrial Technologies positions in Q3 2017 and 29 closed out, a net change of 0 holders.
  • The largest Applied Industrial Technologies buyer in Q3 2017 was BlackRock, an estimated $17.8M added.
  • The largest Applied Industrial Technologies seller in Q3 2017 was T. Rowe Price Associates, an estimated $76.7M sold.

Based on aggregated 13F filings for Q3 2017.