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Applied Industrial Technologies

226 hedge funds and large institutions have $2.08B invested in Applied Industrial Technologies in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 86 increasing their positions, 78 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 78

9% more capital invested

Capital invested by funds: $1.91B → $2.08B (+$165M)

5% less call options, than puts

Call options by funds: $1.32M | Put options by funds: $1.39M

1.36% less ownership

Funds ownership: 91.43%90.07% (-1.4%)

6% less funds holding

Funds holding: 240226 (-14)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

36% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 36

Holders
226
Holders Change
-14
Holders Change %
-5.83%
% of All Funds
4.89%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
23
Increased
86
Reduced
78
Closed
36
Calls
$1.32M
Puts
$1.39M
Net Calls
-$73K
Net Calls Change
+$46K
Name Holding Trade Value Shares
Change
Change in
Stake
AG
101
Aperio Group
California
$1.07M -$47K -810 -4%
SIA
102
Sit Investment Associates
Minnesota
$1.06M
Nisa Investment Advisors
103
Nisa Investment Advisors
Missouri
$1.06M
PA
104
Pinnacle Associates
New York
$1.06M +$87K +1,500 +9%
UBS Group
105
UBS Group
Switzerland
$1.02M -$1.22M -21,112 -55%
JFG
106
Jefferies Financial Group
New York
$1M -$271K -4,680 -22%
MIM
107
MetLife Investment Management
New Jersey
$955K
SRAM
108
Stone Ridge Asset Management
New York
$926K +$351K +6,056 +64%
CEP
109
Chicago Equity Partners
Illinois
$922K -$23.5K -405 -3%
OPERF
110
Oregon Public Employees Retirement Fund
Oregon
$893K +$15.7K +271 +2%
ZCM
111
Zebra Capital Management
Connecticut
$892K +$91.8K +1,583 +12%
LSERS
112
Louisiana State Employees Retirement System
Louisiana
$862K -$4.35K -75 -0.5%
First Trust Advisors
113
First Trust Advisors
Illinois
$799K -$2.16M -37,260 -74%
COPPSERS
114
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$791K +$812 +14 +0.1%
SOADOR
115
State of Alaska Department of Revenue
Alaska
$776K +$5.8K +100 +0.8%
LCM
116
Laurion Capital Management
New York
$767K +$748K +12,901 New
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$756K -$11K -189 -1%
MSA
118
Mason Street Advisors
Wisconsin
$740K +$23.9K +413 +3%
MLICM
119
Metropolitan Life Insurance Company (MetLife)
New York
$738K -$14.8K -256 -2%
ET
120
Equitable Trust
Tennessee
$702K
Allianz Asset Management
121
Allianz Asset Management
Germany
$700K -$1.43M -24,713 -68%
SGI
122
Summit Global Investments
Utah
$684K +$11.6K +200 +2%
MERSOM
123
Municipal Employees' Retirement System of Michigan
Michigan
$676K +$9.28K +160 +1%
PIA
124
Piedmont Investment Advisors
North Carolina
$579K +$30K +518 +6%
CSS
125
Cubist Systematic Strategies
Connecticut
$572K +$63.3K +1,091 +13%

AIT Hedge Fund Activity: Q1 2019 in Review

226 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q1 2019, worth a combined $2.08B — up 8.6% from $1.91B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of AIT and 23 opened new positions — a net loss of 13 holders — while 78 trimmed existing stakes and 86 added.

The largest buyer was Victory Capital Management, adding an estimated $21.8M. The largest seller was Robeco Institutional Asset Management, exiting entirely with an estimated $28M sold.

  • 226 institutional investors held Applied Industrial Technologies (AIT) as of Q1 2019, down from 240 in Q4 2018.
  • Funds reported $2.08B of Applied Industrial Technologies stock for Q1 2019, up 8.6% quarter-over-quarter.
  • 23 funds opened new Applied Industrial Technologies positions in Q1 2019 and 36 closed out, a net change of -13 holders.
  • The largest Applied Industrial Technologies buyer in Q1 2019 was Victory Capital Management, an estimated $21.8M added.
  • The largest Applied Industrial Technologies seller in Q1 2019 was Robeco Institutional Asset Management, an estimated $28M sold.

Based on aggregated 13F filings for Q1 2019.