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Applied Industrial Technologies
AIT

214 hedge funds and large institutions have $2.07B invested in Applied Industrial Technologies in 2016 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 67 increasing their positions, 81 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

517% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 6

248% more call options, than puts

Call options by funds: $268K | Put options by funds: $77K

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

27% more capital invested

Capital invested by funds: $1.64B → $2.07B (+$434M)

15% more funds holding

Funds holding: 186 → 214 (+28)

0.75% less ownership

Funds ownership: 90.02% → 89.28% (-0.75%)

17% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 81

Holders
214
Holders Change
+28
Holders Change %
+15.05%
% of All Funds
5.35%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
37
Increased
67
Reduced
81
Closed
6
Calls
$268K
Puts
$77K
Net Calls
+$191K
Net Calls Change
+$191K

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$16.4M
2
JP Morgan Chase
JP Morgan Chase
New York
+$10.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$10.6M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$9.07M
5
Renaissance Technologies
Renaissance Technologies
New York
+$8.74M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$29.8M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$23.9M
3
RA
Royce & Associates
New York
-$22.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$20.1M
5
EAM
Edge Asset Management
Washington
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
126
Profund Advisors
Maryland
$582K +$59.3K +1,092 +13%
SW
127
SVB Wealth
Massachusetts
$553K +$126K +2,330 +33%
ZCM
128
Zebra Capital Management
Connecticut
$552K -$325K -5,987 -39%
FMBTD
129
First Midwest Bank Trust Division
Illinois
$549K -$7.6K -140 -1%
CAM
130
Capstone Asset Management
Texas
$539K -$227K -4,190 -32%
SGI
131
Summit Global Investments
Utah
$523K +$478K +8,800 New
MERSOM
132
Municipal Employees' Retirement System of Michigan
Michigan
$522K -$254K -4,670 -35%
PRCM
133
Pine River Capital Management
Minnesota
$515K -$521K -9,600 -53%
BNP Paribas Financial Markets
134
BNP Paribas Financial Markets
France
$506K +$88K +1,621 +23%
MSA
135
Mason Street Advisors
Wisconsin
$506K +$26.3K +484 +6%
Public Employees Retirement Association of Colorado
136
Public Employees Retirement Association of Colorado
Colorado
$482K -$31.8K -586 -7%
SDIC
137
South Dakota Investment Council
South Dakota
$481K +$440K +8,100 New
HighTower Advisors
138
HighTower Advisors
Illinois
$477K +$543 +10 +0.1%
LPL Financial
139
LPL Financial
California
$474K +$427K +7,860 New
USAA
140
United Services Automobile Association
Texas
$467K – – –
DTL
141
Dynamic Technology Lab
Singapore
$455K +$417K +7,673 New
ZIM
142
Zacks Investment Management
Illinois
$447K +$409K +7,533 New
TI
143
Trexquant Investment
Connecticut
$445K +$407K +7,494 New
Jane Street
144
Jane Street
New York
$429K +$392K +7,223 New
ARTA
145
A.R.T. Advisors
New York
$415K +$380K +7,000 New
ProShare Advisors
146
ProShare Advisors
Maryland
$410K +$129K +2,371 +52%
WC
147
Wexford Capital
Florida
$398K +$364K +6,696 New
BlackRock
148
BlackRock
New York
$392K -$6.19K -114 -2%
FI
149
FormulaFolio Investments
Michigan
$391K +$357K +6,579 New
KCM
150
Kanawha Capital Management
Virginia
$386K – – –
4 5
6
7 8

AIT Hedge Fund Activity: Q4 2016 in Review

214 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q4 2016, worth a combined $2.07B — up 27% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AIT positions and 6 closed out — a net gain of 31 holders — while 67 added to existing stakes and 81 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $16.4M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $29.8M.

  • 214 institutional investors held Applied Industrial Technologies (AIT) as of Q4 2016, up from 186 in Q3 2016.
  • Funds reported $2.07B of Applied Industrial Technologies stock for Q4 2016, up 27% quarter-over-quarter.
  • 37 funds opened new Applied Industrial Technologies positions in Q4 2016 and 6 closed out, a net change of +31 holders.
  • The largest Applied Industrial Technologies buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $16.4M added.
  • The largest Applied Industrial Technologies seller in Q4 2016 was Fuller & Thaler Asset Management, an estimated $29.8M sold.

Based on aggregated 13F filings for Q4 2016.