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Applied Industrial Technologies
AIT

168 hedge funds and large institutions have $1.65B invested in Applied Industrial Technologies in 2015 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 74 increasing their positions, 57 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

49% more call options, than puts

Call options by funds: $136K | Put options by funds: $91K

30% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 57

3% less capital invested

Capital invested by funds: $1.7B → $1.65B (-$53.4M)

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

2% less funds holding

Funds holding: 171 → 168 (-3)

1.86% less ownership

Funds ownership: 90.43% → 88.57% (-1.9%)

Holders
168
Holders Change
-3
Holders Change %
-1.75%
% of All Funds
4.48%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
20
Increased
74
Reduced
57
Closed
22
Calls
$136K
Puts
$91K
Net Calls
+$45K
Net Calls Change
+$22K

Top Buyers

1
BTW
Boston Trust Walden
Massachusetts
+$30.5M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$27.3M
3
EAM
Edge Asset Management
Washington
+$23.5M
4
MAA
Managed Account Advisors
New Jersey
+$11.3M
5
ICOM
Investment Counselors of Maryland
Maryland
+$10M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$48.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$33.5M
3
TCP
TAMRO Capital Partners
Virginia
-$16.1M
4
ESCM
Echo Street Capital Management
New York
-$13.8M
5
Franklin Resources
Franklin Resources
California
-$13.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Legal & General Group
126
Legal & General Group
United Kingdom
$326K +$61.8K +1,447 +25%
FMBTD
127
First Midwest Bank Trust Division
Illinois
$296K +$2.14K +50 +0.8%
KCM
128
Kanawha Capital Management
Virginia
$295K – – –
Federated Hermes
129
Federated Hermes
Pennsylvania
$294K -$232K -5,426 -46%
JMPWA
130
JP Morgan Private Wealth Advisors
California
$282K -$17.4K -408 -6%
FCFC
131
First Commonwealth Financial Corp
Pennsylvania
$266K – – –
RFC
132
Russell Frank Company
Washington
$265K -$1.74M -40,769 -87%
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$265K +$15.1K +353 +6%
DCM
134
Delta Capital Management
New Jersey
$263K -$1.71K -40 -0.7%
SB
135
Suntrust Banks
Georgia
$261K -$342 -8 -0.1%
GC
136
Guggenheim Capital
Illinois
$249K +$13.2K +310 +6%
MSA
137
Mason Street Advisors
Wisconsin
$248K -$2.9M -67,821 -93%
Two Sigma Advisers
138
Two Sigma Advisers
New York
$232K +$219K +5,125 New
IFS
139
Ifrah Financial Services
Arkansas
$226K +$21.6K +505 +11%
CIBC Asset Management
140
CIBC Asset Management
Ontario, Canada
$221K +$2.65K +62 +1%
AG
141
Aperio Group
California
$217K -$189K -4,419 -48%
UCFA
142
United Capital Financial Advisors
Texas
$212K -$25.2K -589 -10%
QT
143
Quantbot Technologies
New York
$175K -$149K -3,498 -47%
TRCT
144
Tower Research Capital (TRC)
New York
$170K +$160K +3,746 New
Canada Life
145
Canada Life
Manitoba, Canada
$155K – – –
FMT
146
First Mercantile Trust
Tennessee
$135K +$1.28K +30 +1%
BNP Paribas Financial Markets
147
BNP Paribas Financial Markets
France
$127K +$95.6K +2,237 +402%
Barclays
148
Barclays
United Kingdom
$122K -$90.6K -2,119 -44%
JFGIW
149
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$109K +$103K +2,400 New
UBS Group
150
UBS Group
Switzerland
$100K -$21.4K -500 -18%
4 5
6
7 8

AIT Hedge Fund Activity: Q1 2015 in Review

168 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q1 2015, worth a combined $1.65B — down 3.1% from $1.7B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of AIT and 20 opened new positions — a net loss of 2 holders — while 57 trimmed existing stakes and 74 added.

The largest buyer was Boston Trust Walden, opening a new position worth an estimated $30.5M. The largest seller was Fidelity Investments, exiting entirely with an estimated $48.4M sold.

  • 168 institutional investors held Applied Industrial Technologies (AIT) as of Q1 2015, down from 171 in Q4 2014.
  • Funds reported $1.65B of Applied Industrial Technologies stock for Q1 2015, down 3.1% quarter-over-quarter.
  • 20 funds opened new Applied Industrial Technologies positions in Q1 2015 and 22 closed out, a net change of -2 holders.
  • The largest Applied Industrial Technologies buyer in Q1 2015 was Boston Trust Walden, an estimated $30.5M added.
  • The largest Applied Industrial Technologies seller in Q1 2015 was Fidelity Investments, an estimated $48.4M sold.

Based on aggregated 13F filings for Q1 2015.