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Applied Industrial Technologies
AIT

187 hedge funds and large institutions have $1.52B invested in Applied Industrial Technologies in 2016 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 79 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

52% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 52

6% more funds holding

Funds holding: 177 → 187 (+10)

5% more capital invested

Capital invested by funds: $1.45B → $1.52B (+$67.8M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1.37% less ownership

Funds ownership: 91.2% → 89.83% (-1.4%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $421K

Holders
187
Holders Change
+10
Holders Change %
+5.65%
% of All Funds
4.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
25
Increased
79
Reduced
52
Closed
13
Calls
–
Puts
$421K
Net Calls
-$421K
Net Calls Change
-$466K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$18.5M
2
Victory Capital Management
Victory Capital Management
Texas
+$9.85M
3
JP Morgan Chase
JP Morgan Chase
New York
+$8.67M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$8.33M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$6.7M

Top Sellers

1
RA
Royce & Associates
New York
-$29.5M
2
SAM
Silvercrest Asset Management
New York
-$21.7M
3
GAM
Gotham Asset Management
New York
-$16.2M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$11.4M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
126
Aperio Group
California
$389K -$8.99K -228 -2%
RCM
127
Riverhead Capital Management
Delaware
$385K -$47.8K -1,212 -12%
Legal & General Group
128
Legal & General Group
United Kingdom
$382K -$7.96K -202 -2%
HighTower Advisors
129
HighTower Advisors
Illinois
$347K -$57.1K -1,448 -15%
USAA
130
United Services Automobile Association
Texas
$322K – – –
FMBTD
131
First Midwest Bank Trust Division
Illinois
$309K -$394 -10 -0.1%
MSA
132
Mason Street Advisors
Wisconsin
$303K +$25.2K +639 +10%
Two Sigma Investments
133
Two Sigma Investments
New York
$303K +$275K +6,972 New
BNP Paribas Financial Markets
134
BNP Paribas Financial Markets
France
$298K -$117K -2,967 -30%
UBS Group
135
UBS Group
Switzerland
$296K +$78.4K +1,989 +41%
HSBC Holdings
136
HSBC Holdings
United Kingdom
$294K +$268K +6,786 New
KCM
137
Kanawha Capital Management
Virginia
$282K – – –
PP
138
Paloma Partners
Connecticut
$272K +$40.8K +1,034 +20%
MC
139
Menta Capital
California
$267K +$242K +6,150 New
ProShare Advisors
140
ProShare Advisors
Maryland
$261K -$41.9K -1,063 -15%
FCFC
141
First Commonwealth Financial Corp
Pennsylvania
$255K – – –
SHJ
142
Sharkey, Howes & Javer
Colorado
$240K – – –
SCM
143
Stevens Capital Management
Pennsylvania
$237K +$215K +5,456 New
Ohio Public Employees Retirement System (OPERS)
144
Ohio Public Employees Retirement System (OPERS)
Ohio
$233K -$4.69K -119 -2%
Squarepoint
145
Squarepoint
New York
$227K +$206K +5,223 New
SW
146
SVB Wealth
Massachusetts
$217K +$197K +4,996 New
IFS
147
Ifrah Financial Services
Arkansas
$216K -$8.08K -205 -4%
Stifel Financial
148
Stifel Financial
Missouri
$213K +$194K +4,909 New
PI
149
PineBridge Investments
New York
$208K -$19K -481 -9%
CIBC Asset Management
150
CIBC Asset Management
Ontario, Canada
$208K -$5.36K -136 -3%
4 5
6
7 8

AIT Hedge Fund Activity: Q1 2016 in Review

187 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q1 2016, worth a combined $1.52B — up 4.7% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new AIT positions and 13 closed out — a net gain of 12 holders — while 79 added to existing stakes and 52 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $18.5M. The largest seller was Royce & Associates, cutting an estimated $29.5M.

  • 187 institutional investors held Applied Industrial Technologies (AIT) as of Q1 2016, up from 177 in Q4 2015.
  • Funds reported $1.52B of Applied Industrial Technologies stock for Q1 2016, up 4.7% quarter-over-quarter.
  • 25 funds opened new Applied Industrial Technologies positions in Q1 2016 and 13 closed out, a net change of +12 holders.
  • The largest Applied Industrial Technologies buyer in Q1 2016 was Wellington Management Group, an estimated $18.5M added.
  • The largest Applied Industrial Technologies seller in Q1 2016 was Royce & Associates, an estimated $29.5M sold.

Based on aggregated 13F filings for Q1 2016.