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Applied Industrial Technologies
AIT

173 hedge funds and large institutions have $1.71B invested in Applied Industrial Technologies in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 69 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 61

1.49% more ownership

Funds ownership: 88.66% → 90.15% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

1% less funds holding

Funds holding: 175 → 173 (-2)

9% less capital invested

Capital invested by funds: $1.88B → $1.71B (-$173M)

Holders
173
Holders Change
-2
Holders Change %
-1.14%
% of All Funds
5.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
69
Reduced
61
Closed
18
Calls
$23K
Puts
–
Net Calls
+$23K
Net Calls Change
-$2K

Top Buyers

1
RA
Royce & Associates
New York
+$32M
2
Franklin Resources
Franklin Resources
California
+$8.25M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$4.38M
4
SBH
Segall Bryant & Hamill
Illinois
+$3.96M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$3.74M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$18.9M
2
WMSA
Weiss Multi-Strategy Advisers
New York
-$7.43M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$6.38M
4
AI
Analytic Investors
California
-$4.54M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$4.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
JMPWA
126
JP Morgan Private Wealth Advisors
California
$341K -$2.5K -51 -0.7%
Tudor Investment Corp
127
Tudor Investment Corp
Connecticut
$336K -$230K -4,697 -39%
BCIM
128
British Columbia Investment Management
British Columbia, Canada
$328K – – –
M&T Bank
129
M&T Bank
New York
$302K +$323K +6,606 New
KCM
130
Kanawha Capital Management
Virginia
$297K – – –
GAM
131
Gotham Asset Management
New York
$293K -$4.22M -86,323 -93%
FMBTD
132
First Midwest Bank Trust Division
Illinois
$291K +$4.4K +90 +1%
SB
133
Suntrust Banks
Georgia
$279K +$8.56K +175 +3%
Point72 Asset Management
134
Point72 Asset Management
Connecticut
$278K -$4.33M -88,500 -94%
DCM
135
Delta Capital Management
New Jersey
$277K – – –
Legal & General Group
136
Legal & General Group
United Kingdom
$276K +$293K +5,983 New
PAM
137
Princeton Alpha Management
New Jersey
$250K +$268K +5,468 New
ARTA
138
A.R.T. Advisors
New York
$247K -$174K -3,548 -40%
Ohio Public Employees Retirement System (OPERS)
139
Ohio Public Employees Retirement System (OPERS)
Ohio
$243K -$73K -1,492 -22%
PA
140
Profund Advisors
Maryland
$242K -$150K -3,074 -37%
CIBC Asset Management
141
CIBC Asset Management
Ontario, Canada
$228K +$244K +4,986 New
RCAG
142
Rehmann Capital Advisory Group
Michigan
$227K -$12.4K -254 -5%
AG
143
Aperio Group
California
$227K +$11.6K +237 +5%
BNP Paribas Financial Markets
144
BNP Paribas Financial Markets
France
$222K +$134K +2,743 +130%
QT
145
Quantbot Technologies
New York
$213K +$229K +4,670 New
IFS
146
Ifrah Financial Services
Arkansas
$207K +$6.07K +124 +3%
PI
147
Placemark Investments
Illinois
$207K +$20.5K +419 +10%
IMS
148
Index Management Solutions
Pennsylvania
$207K +$38.5K +786 +21%
DIA
149
Denver Investment Advisors
Colorado
$205K +$23.5K +480 +12%
GCP
150
GSA Capital Partners
United Kingdom
$203K +$218K +4,456 New
4 5
6
7 8

AIT Hedge Fund Activity: Q3 2014 in Review

173 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q3 2014, worth a combined $1.71B — down 9.2% from $1.88B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of AIT and 17 opened new positions — a net loss of 1 holder — while 61 trimmed existing stakes and 69 added.

The largest buyer was Royce & Associates, adding an estimated $32M. The largest seller was Norges Bank, cutting an estimated $18.9M.

  • 173 institutional investors held Applied Industrial Technologies (AIT) as of Q3 2014, down from 175 in Q2 2014.
  • Funds reported $1.71B of Applied Industrial Technologies stock for Q3 2014, down 9.2% quarter-over-quarter.
  • 17 funds opened new Applied Industrial Technologies positions in Q3 2014 and 18 closed out, a net change of -1 holder.
  • The largest Applied Industrial Technologies buyer in Q3 2014 was Royce & Associates, an estimated $32M added.
  • The largest Applied Industrial Technologies seller in Q3 2014 was Norges Bank, an estimated $18.9M sold.

Based on aggregated 13F filings for Q3 2014.