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Applied Industrial Technologies
AIT

247 hedge funds and large institutions have $2.75B invested in Applied Industrial Technologies in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 88 increasing their positions, 94 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $3.18M | Put options by funds: $1.9M

10% more capital invested

Capital invested by funds: $2.5B → $2.75B (+$247M)

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

0% more funds holding

Funds holding: 247 → 247 (0)

6% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 94

1.49% less ownership

Funds ownership: 92.16% → 90.67% (-1.5%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
247
Holders Change
–
Holders Change %
0%
% of All Funds
5.65%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
25
Increased
88
Reduced
94
Closed
24
Calls
$3.18M
Puts
$1.9M
Net Calls
+$1.28M
Net Calls Change
-$10M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$18.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$14.3M
3
Macquarie Group
Macquarie Group
Australia
+$13.7M
4
Millennium Management
Millennium Management
New York
+$8.72M
5
BlackRock
BlackRock
New York
+$7.57M

Top Sellers

1
HA
Homestead Advisers
Virginia
-$34.7M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$23.9M
3
ABC
Anchor Bolt Capital
Illinois
-$18.6M
4
Prudential Financial
Prudential Financial
New Jersey
-$10.6M
5
IECM
Intrinsic Edge Capital Management
Illinois
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
126
HBK Investments
Texas
$970K +$492K +6,500 +110%
ET
127
Equitable Trust
Tennessee
$923K – – –
MSA
128
Mason Street Advisors
Wisconsin
$898K +$22.6K +299 +3%
Verition Fund Management
129
Verition Fund Management
Connecticut
$837K +$464K +6,127 +134%
Commonwealth Equity Services
130
Commonwealth Equity Services
Massachusetts
$827K +$76.4K +1,010 +11%
SGI
131
Summit Global Investments
Utah
$775K +$53K +700 +8%
RQS
132
Ramsey Quantitative Systems
Kentucky
$773K +$30.1K +398 +4%
Stifel Financial
133
Stifel Financial
Missouri
$739K – – –
OAM
134
Oxford Asset Management
United Kingdom
$739K +$344K +4,542 +94%
COPPSERS
135
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$723K +$80.1K +1,059 +13%
PIA
136
Piedmont Investment Advisors
North Carolina
$697K -$7.79K -103 -1%
Allianz Asset Management
137
Allianz Asset Management
Germany
$665K -$993K -13,115 -61%
Brown Advisory
138
Brown Advisory
Maryland
$663K -$64.9K -857 -9%
GH
139
GAM Holding
Switzerland
$651K -$164K -2,165 -21%
Holocene Advisors
140
Holocene Advisors
New York
$648K +$291K +3,840 +87%
HighTower Advisors
141
HighTower Advisors
Illinois
$630K +$3.03K +40 +0.5%
BCM
142
BlueCrest Capital Management
Jersey
$560K -$3.56K -47 -0.7%
FCM
143
Flinton Capital Management
Pennsylvania
$553K +$72K +952 +16%
AW
144
Alpha Windward
Massachusetts
$549K – – –
KCM
145
Kanawha Capital Management
Virginia
$548K +$53K +700 +11%
XK
146
Xact Kapitalforvaltning
Sweden
$534K +$45.4K +600 +10%
TD Asset Management
147
TD Asset Management
Ontario, Canada
$532K +$75.7K +1,000 +17%
Public Employees Retirement Association of Colorado
148
Public Employees Retirement Association of Colorado
Colorado
$516K – – –
SCM
149
Stevens Capital Management
Pennsylvania
$509K +$493K +6,508 New
PA
150
Profund Advisors
Maryland
$496K -$52.4K -693 -10%
4 5
6
7 8

AIT Hedge Fund Activity: Q3 2018 in Review

247 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q3 2018, worth a combined $2.75B — up 9.9% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new AIT positions and 24 closed out — a net gain of 1 holder — while 88 added to existing stakes and 94 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $18.3M. The largest seller was Homestead Advisers, cutting an estimated $34.7M.

  • 247 institutional investors held Applied Industrial Technologies (AIT) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $2.75B of Applied Industrial Technologies stock for Q3 2018, up 9.9% quarter-over-quarter.
  • 25 funds opened new Applied Industrial Technologies positions in Q3 2018 and 24 closed out, a net change of +1 holder.
  • The largest Applied Industrial Technologies buyer in Q3 2018 was JP Morgan Chase, an estimated $18.3M added.
  • The largest Applied Industrial Technologies seller in Q3 2018 was Homestead Advisers, an estimated $34.7M sold.

Based on aggregated 13F filings for Q3 2018.