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Applied Industrial Technologies
AIT

225 hedge funds and large institutions have $1.95B invested in Applied Industrial Technologies in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 85 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

1% more funds holding

Funds holding: 223 → 225 (+2)

1.19% less ownership

Funds ownership: 92.58% → 91.39% (-1.2%)

13% less capital invested

Capital invested by funds: $2.24B → $1.95B (-$289M)

27% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 85

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

74% less call options, than puts

Call options by funds: $253K | Put options by funds: $959K

Holders
225
Holders Change
+2
Holders Change %
+0.9%
% of All Funds
4.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
30
Increased
62
Reduced
85
Closed
27
Calls
$253K
Puts
$959K
Net Calls
-$706K
Net Calls Change
+$12K

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$11.3M
2
FCM
Frontier Capital Management
Massachusetts
+$8.23M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$7.81M
4
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$5.3M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$5.28M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$41.7M
2
Macquarie Group
Macquarie Group
Australia
-$20.5M
3
BlackRock
BlackRock
New York
-$8.37M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$6.64M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$6.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
KeyBank National Association
101
KeyBank National Association
Ohio
$1.22M +$18.3K +300 +1%
CAM
102
ClariVest Asset Management
California
$1.17M -$24.4K -400 -2%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$1.17M -$4.95K -81 -0.4%
HSBC Holdings
104
HSBC Holdings
United Kingdom
$1.15M +$554K +9,082 +77%
RAM
105
Redmond Asset Management
Virginia
$1.15M – – –
PAM
106
Panagora Asset Management
Massachusetts
$1.11M – – –
Nisa Investment Advisors
107
Nisa Investment Advisors
Missouri
$1.07M +$58K +950 +5%
TD Asset Management
108
TD Asset Management
Ontario, Canada
$1.06M -$171K -2,800 -13%
JIC
109
Johnson Investment Counsel
Ohio
$1.04M +$1.15M +18,849 New
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$995K -$366K -5,998 -25%
LSERS
111
Louisiana State Employees Retirement System
Louisiana
$986K +$452K +7,410 +71%
AC
112
Athanor Capital
New York
$962K +$1.07M +17,467 New
MIM
113
MetLife Investment Management
New Jersey
$941K – – –
AC
114
Allstate Corporation
Illinois
$924K -$90.8K -1,487 -8%
PCM
115
Polaris Capital Management
Massachusetts
$920K – – –
State of Tennessee, Department of Treasury
116
State of Tennessee, Department of Treasury
Tennessee
$900K -$610K -9,990 -38%
MCM
117
MAI Capital Management
Ohio
$881K -$242K -3,968 -20%
PP
118
Paloma Partners
Connecticut
$878K +$973K +15,936 New
OPERF
119
Oregon Public Employees Retirement Fund
Oregon
$871K +$12.2K +200 +1%
PA
120
Pinnacle Associates
New York
$868K +$38.3K +628 +4%
AG
121
Aperio Group
California
$847K -$61.2K -1,002 -6%
HF
122
HRT Financial
New York
$820K +$909K +14,883 New
WB
123
WesBanco Bank
West Virginia
$810K – – –
ACM
124
Argent Capital Management
Missouri
$807K -$101K -1,650 -10%
MSA
125
Mason Street Advisors
Wisconsin
$800K -$488 -8 -0.1%
3 4
5
6 7

AIT Hedge Fund Activity: Q3 2020 in Review

225 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q3 2020, worth a combined $1.95B — down 13% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new AIT positions and 27 closed out — a net gain of 3 holders — while 62 added to existing stakes and 85 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $11.3M. The largest seller was Neuberger Berman Group, cutting an estimated $41.7M.

  • 225 institutional investors held Applied Industrial Technologies (AIT) as of Q3 2020, up from 223 in Q2 2020.
  • Funds reported $1.95B of Applied Industrial Technologies stock for Q3 2020, down 13% quarter-over-quarter.
  • 30 funds opened new Applied Industrial Technologies positions in Q3 2020 and 27 closed out, a net change of +3 holders.
  • The largest Applied Industrial Technologies buyer in Q3 2020 was Balyasny Asset Management, an estimated $11.3M added.
  • The largest Applied Industrial Technologies seller in Q3 2020 was Neuberger Berman Group, an estimated $41.7M sold.

Based on aggregated 13F filings for Q3 2020.