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Applied Industrial Technologies

175 hedge funds and large institutions have $1.88B invested in Applied Industrial Technologies in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 72 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 62

6% more capital invested

Capital invested by funds: $1.78B → $1.88B (+$100M)

0.39% more ownership

Funds ownership: 88.26%88.66% (+0.39%)

2% less funds holding

Funds holding: 179175 (-4)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
175
Holders Change
-4
Holders Change %
-2.23%
% of All Funds
5.03%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
18
Increased
72
Reduced
62
Closed
22
Calls
$25K
Puts
Net Calls
+$25K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
ZCM
126
Zebra Capital Management
Connecticut
$543K -$452K -9,352 -47%
MERSOM
127
Municipal Employees' Retirement System of Michigan
Michigan
$517K
WCM
128
Wedge Capital Management
North Carolina
$511K +$181K +3,750 +59%
PG
129
Portola Group
California
$484K
ARTA
130
A.R.T. Advisors
New York
$454K -$12K -249 -3%
GMIM
131
General Motors Investment Management
New York
$434K +$414K +8,560 New
PA
132
Profund Advisors
Maryland
$425K -$61.9K -1,281 -13%
FCFC
133
First Commonwealth Financial Corp
Pennsylvania
$397K
JMPWA
134
JP Morgan Private Wealth Advisors
California
$382K +$22.8K +471 +7%
BCIM
135
British Columbia Investment Management
British Columbia, Canada
$365K
BMCMI
136
Bryn Mawr Capital Management Inc
Pennsylvania
$357K -$260K -5,380 -43%
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$346K +$35.1K +727 +12%
PI
138
PineBridge Investments
New York
$330K -$194K -4,022 -38%
KCM
139
Kanawha Capital Management
Virginia
$330K
RFC
140
Russell Frank Company
Washington
$324K +$126K +2,600 +65%
FMBTD
141
First Midwest Bank Trust Division
Illinois
$320K +$6.77K +140 +2%
Barclays
142
Barclays
United Kingdom
$320K +$227K +4,702 +274%
EMG
143
Ellington Management Group
Connecticut
$320K +$304K +6,300 New
PP
144
Paloma Partners
Connecticut
$308K +$293K +6,062 New
DCM
145
Delta Capital Management
New Jersey
$307K
Citigroup
146
Citigroup
New York
$301K -$622K -12,867 -68%
SB
147
Suntrust Banks
Georgia
$301K -$331K -6,858 -54%
Marshall Wace
148
Marshall Wace
United Kingdom
$299K +$285K +5,900 New
RCAG
149
Rehmann Capital Advisory Group
Michigan
$265K -$16.4K -339 -6%
PP
150
PDT Partners
New York
$259K +$247K +5,106 New

AIT Hedge Fund Activity: Q2 2014 in Review

175 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q2 2014, worth a combined $1.88B — up 5.6% from $1.78B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of AIT and 18 opened new positions — a net loss of 4 holders — while 62 trimmed existing stakes and 72 added.

The largest buyer was Norges Bank, adding an estimated $19.4M. The largest seller was Luther King Capital Management (LKCM), exiting entirely with an estimated $25.2M sold.

  • 175 institutional investors held Applied Industrial Technologies (AIT) as of Q2 2014, down from 179 in Q1 2014.
  • Funds reported $1.88B of Applied Industrial Technologies stock for Q2 2014, up 5.6% quarter-over-quarter.
  • 18 funds opened new Applied Industrial Technologies positions in Q2 2014 and 22 closed out, a net change of -4 holders.
  • The largest Applied Industrial Technologies buyer in Q2 2014 was Norges Bank, an estimated $19.4M added.
  • The largest Applied Industrial Technologies seller in Q2 2014 was Luther King Capital Management (LKCM), an estimated $25.2M sold.

Based on aggregated 13F filings for Q2 2014.