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Applied Industrial Technologies
AIT

219 hedge funds and large institutions have $2.3B invested in Applied Industrial Technologies in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 65 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 65

12% more capital invested

Capital invested by funds: $2.05B → $2.3B (+$249M)

1.02% more ownership

Funds ownership: 89.06% → 90.07% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

1% less funds holding

Funds holding: 222 → 219 (-3)

58% less call options, than puts

Call options by funds: $1.39M | Put options by funds: $3.3M

Holders
219
Holders Change
-3
Holders Change %
-1.35%
% of All Funds
5.46%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
86
Reduced
65
Closed
29
Calls
$1.39M
Puts
$3.3M
Net Calls
-$1.91M
Net Calls Change
-$2.32M

Top Buyers

1
BlackRock
BlackRock
New York
+$17.8M
2
Millennium Management
Millennium Management
New York
+$11.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$10.2M
4
Norges Bank
Norges Bank
Norway
+$9.03M
5
American Century Companies
American Century Companies
Missouri
+$7.53M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$76.7M
2
BG
Bahl & Gaynor
Ohio
-$8.37M
3
CRC
Curi RMB Capital
Illinois
-$5.5M
4
KCM
Kennedy Capital Management
Missouri
-$5.02M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$4.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
126
Cornercap Investment Counsel
Georgia
$835K +$736K +12,690 New
SG Americas Securities
127
SG Americas Securities
New York
$811K +$715K +12,321 New
WCM
128
Wedge Capital Management
North Carolina
$779K +$47.4K +817 +7%
AG
129
Aperio Group
California
$736K -$40.2K -692 -6%
PCM
130
Piermont Capital Management
Missouri
$727K -$662K -11,411 -51%
MSA
131
Mason Street Advisors
Wisconsin
$651K +$15.3K +264 +3%
PM
132
Parametrica Management
Hong Kong
$648K +$572K +9,850 New
SDIC
133
South Dakota Investment Council
South Dakota
$599K – – –
SGI
134
Summit Global Investments
Utah
$579K +$40.6K +700 +9%
Barclays
135
Barclays
United Kingdom
$567K -$408K -7,036 -45%
AW
136
Alpha Windward
Massachusetts
$565K +$62.7K +1,080 +14%
PIA
137
Piedmont Investment Advisors
North Carolina
$560K +$3.83K +66 +0.8%
Two Sigma Advisers
138
Two Sigma Advisers
New York
$560K +$494K +8,513 New
FI
139
FormulaFolio Investments
Michigan
$541K +$11.6K +200 +2%
HHC
140
Hutchin Hill Capital
New York
$533K +$470K +8,100 New
HighTower Advisors
141
HighTower Advisors
Illinois
$526K -$1.1K -19 -0.2%
AA
142
ALPS Advisors
Colorado
$524K +$462K +7,956 New
FMBTD
143
First Midwest Bank Trust Division
Illinois
$521K -$104K -1,786 -18%
SOADOR
144
State of Alaska Department of Revenue
Alaska
$509K +$2.32K +40 +0.5%
Public Employees Retirement Association of Colorado
145
Public Employees Retirement Association of Colorado
Colorado
$505K – – –
CGH
146
Crossmark Global Holdings
Texas
$492K +$434K +7,473 New
BLA
147
Balter Liquid Alternatives
Massachusetts
$464K +$409K +7,047 New
SO
148
STRS Ohio
Ohio
$454K -$813K -14,000 -67%
VRS
149
Virginia Retirement Systems
Virginia
$447K -$40.6K -700 -9%
EMG
150
Ellington Management Group
Connecticut
$441K +$389K +6,700 New
4 5
6
7 8

AIT Hedge Fund Activity: Q3 2017 in Review

219 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q3 2017, worth a combined $2.3B — up 12% from $2.05B a quarter earlier.

Fund positioning in AIT was balanced in Q3 2017: 29 funds opened new positions, 29 closed out, 86 added to existing stakes and 65 trimmed.

The largest buyer was BlackRock, adding an estimated $17.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $76.7M.

  • 219 institutional investors held Applied Industrial Technologies (AIT) as of Q3 2017, down from 222 in Q2 2017.
  • Funds reported $2.3B of Applied Industrial Technologies stock for Q3 2017, up 12% quarter-over-quarter.
  • 29 funds opened new Applied Industrial Technologies positions in Q3 2017 and 29 closed out, a net change of 0 holders.
  • The largest Applied Industrial Technologies buyer in Q3 2017 was BlackRock, an estimated $17.8M added.
  • The largest Applied Industrial Technologies seller in Q3 2017 was T. Rowe Price Associates, an estimated $76.7M sold.

Based on aggregated 13F filings for Q3 2017.