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Applied Industrial Technologies
AIT

179 hedge funds and large institutions have $1.78B invested in Applied Industrial Technologies in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 63 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

2% more funds holding

Funds holding: 175 → 179 (+4)

0.74% more ownership

Funds ownership: 87.52% → 88.26% (+0.74%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less capital invested

Capital invested by funds: $1.8B → $1.78B (-$23.9M)

2% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 63

Holders
179
Holders Change
+4
Holders Change %
+2.29%
% of All Funds
5.17%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
24
Increased
62
Reduced
63
Closed
19
Calls
$29K
Puts
–
Net Calls
+$29K
Net Calls Change
+$29K

Top Buyers

Rank Fund Capital Flow
1
TCP
TAMRO Capital Partners
Virginia
+$10.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$9.97M
3
GAM
Gotham Asset Management
New York
+$6.82M
4
Wells Fargo
Wells Fargo
California
+$5.06M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$3.49M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$10.6M
2
Goldman Sachs
Goldman Sachs
New York
-$7.16M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$5.14M
4
Renaissance Technologies
Renaissance Technologies
New York
-$4.43M
5
PCMI
Paradigm Capital Management Inc
New York
-$4.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
BMCMI
126
Bryn Mawr Capital Management Inc
Pennsylvania
$599K +$610K +12,414 New
CIM
127
Calvert Investment Management
Maryland
$598K +$160K +3,268 +36%
PI
128
PineBridge Investments
New York
$508K -$50.3K -1,025 -9%
MERSOM
129
Municipal Employees' Retirement System of Michigan
Michigan
$492K +$501K +10,200 New
SCA
130
SAC Capital Advisors
Connecticut
$491K +$500K +10,188 New
QI
131
Quotient Investors
New York
$487K – – –
PA
132
Profund Advisors
Maryland
$466K -$774K -15,763 -62%
PG
133
Portola Group
California
$461K -$157K -3,200 -25%
ARTA
134
A.R.T. Advisors
New York
$444K +$452K +9,210 New
LM
135
Luminus Management
Texas
$415K +$177K +3,600 +72%
Two Sigma Advisers
136
Two Sigma Advisers
New York
$401K +$409K +8,325 New
FCFC
137
First Commonwealth Financial Corp
Pennsylvania
$377K – – –
BCIM
138
British Columbia Investment Management
British Columbia, Canada
$347K – – –
NCCM
139
Nine Chapters Capital Management
New Jersey
$343K +$349K +7,100 New
JMPWA
140
JP Morgan Private Wealth Advisors
California
$341K +$347K +7,058 New
KCM
141
Kanawha Capital Management
Virginia
$314K – – –
FA
142
FDx Advisors
Illinois
$309K +$315K +6,413 New
WCM
143
Wedge Capital Management
North Carolina
$305K -$46.7K -950 -13%
FMBTD
144
First Midwest Bank Trust Division
Illinois
$297K +$982 +20 +0.3%
Ohio Public Employees Retirement System (OPERS)
145
Ohio Public Employees Retirement System (OPERS)
Ohio
$294K -$60.7K -1,236 -17%
DCM
146
Delta Capital Management
New Jersey
$292K -$5.4K -110 -2%
WMSA
147
Weiss Multi-Strategy Advisers
New York
$280K +$285K +5,810 New
SCM
148
Stevens Capital Management
Pennsylvania
$279K +$284K +5,784 New
Jane Street
149
Jane Street
New York
$269K +$274K +5,578 New
RCAG
150
Rehmann Capital Advisory Group
Michigan
$268K -$2.21K -45 -0.8%
4 5
6
7 8

AIT Hedge Fund Activity: Q1 2014 in Review

179 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q1 2014, worth a combined $1.78B — down 1.3% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new AIT positions and 19 closed out — a net gain of 5 holders — while 62 added to existing stakes and 63 trimmed.

The largest buyer was TAMRO Capital Partners, adding an estimated $10.2M. The largest seller was Royce & Associates, cutting an estimated $10.6M.

  • 179 institutional investors held Applied Industrial Technologies (AIT) as of Q1 2014, up from 175 in Q4 2013.
  • Funds reported $1.78B of Applied Industrial Technologies stock for Q1 2014, down 1.3% quarter-over-quarter.
  • 24 funds opened new Applied Industrial Technologies positions in Q1 2014 and 19 closed out, a net change of +5 holders.
  • The largest Applied Industrial Technologies buyer in Q1 2014 was TAMRO Capital Partners, an estimated $10.2M added.
  • The largest Applied Industrial Technologies seller in Q1 2014 was Royce & Associates, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2014.