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Applied Industrial Technologies

175 hedge funds and large institutions have $1.8B invested in Applied Industrial Technologies in 2013 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

15% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 62

3% more funds holding

Funds holding: 170175 (+5)

0.49% less ownership

Funds ownership: 88.01%87.52% (-0.49%)

6% less capital invested

Capital invested by funds: $1.91B → $1.8B (-$108M)

Holders
175
Holders Change
+5
Holders Change %
+2.94%
% of All Funds
5.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
22
Increased
71
Reduced
62
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PG
126
Portola Group
California
$626K -$12.2K -250 -2%
Tudor Investment Corp
127
Tudor Investment Corp
Connecticut
$584K +$580K +11,904 New
PI
128
PineBridge Investments
New York
$568K +$330K +6,781 +142%
QI
129
Quotient Investors
New York
$496K
SB
130
Suntrust Banks
Georgia
$491K +$7.6K +156 +2%
HI
131
HBK Investments
Texas
$461K +$219K +4,500 +92%
FNBOO
132
First National Bank of Omaha
Nebraska
$456K -$144K -2,950 -24%
CIM
133
Calvert Investment Management
Maryland
$448K +$445K +9,134 New
FCFC
134
First Commonwealth Financial Corp
Pennsylvania
$384K
Ohio Public Employees Retirement System (OPERS)
135
Ohio Public Employees Retirement System (OPERS)
Ohio
$360K +$180K +3,695 +102%
WCM
136
Wedge Capital Management
North Carolina
$357K +$40.2K +825 +13%
BCIM
137
British Columbia Investment Management
British Columbia, Canada
$353K +$350K +7,188 New
AL
138
Airain Ltd
Guernsey
$341K +$339K +6,955 New
KCM
139
Kanawha Capital Management
Virginia
$319K
Capital Fund Management (CFM)
140
Capital Fund Management (CFM)
France
$314K -$223K -4,586 -42%
DCM
141
Delta Capital Management
New Jersey
$303K -$11.2K -230 -4%
FMBTD
142
First Midwest Bank Trust Division
Illinois
$301K +$3.9K +80 +1%
CCIA
143
Campbell & Co Investment Adviser
Maryland
$281K +$279K +5,725 New
D.E. Shaw & Co
144
D.E. Shaw & Co
New York
$275K -$1.14M -23,400 -81%
RCAG
145
Rehmann Capital Advisory Group
Michigan
$275K +$273K +5,607 New
Millennium Management
146
Millennium Management
New York
$266K -$357K -7,326 -57%
LM
147
Luminus Management
Texas
$245K +$43.9K +900 +22%
CIBC Asset Management
148
CIBC Asset Management
Ontario, Canada
$241K +$239K +4,913 New
AG
149
Aperio Group
California
$240K
GC
150
Guggenheim Capital
Illinois
$233K +$6.58K +135 +3%

AIT Hedge Fund Activity: Q4 2013 in Review

175 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q4 2013, worth a combined $1.8B — down 5.7% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AIT positions and 17 closed out — a net gain of 5 holders — while 71 added to existing stakes and 62 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $16.6M. The largest seller was Silvercrest Asset Management, cutting an estimated $25.1M.

  • 175 institutional investors held Applied Industrial Technologies (AIT) as of Q4 2013, up from 170 in Q3 2013.
  • Funds reported $1.8B of Applied Industrial Technologies stock for Q4 2013, down 5.7% quarter-over-quarter.
  • 22 funds opened new Applied Industrial Technologies positions in Q4 2013 and 17 closed out, a net change of +5 holders.
  • The largest Applied Industrial Technologies buyer in Q4 2013 was Wellington Management Group, an estimated $16.6M added.
  • The largest Applied Industrial Technologies seller in Q4 2013 was Silvercrest Asset Management, an estimated $25.1M sold.

Based on aggregated 13F filings for Q4 2013.