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Applied Industrial Technologies
AIT

170 hedge funds and large institutions have $1.91B invested in Applied Industrial Technologies in 2013 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 77 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

6% more funds holding

Funds holding: 161 → 170 (+9)

3% more capital invested

Capital invested by funds: $1.85B → $1.91B (+$56.4M)

7.91% less ownership

Funds ownership: 95.93% → 88.01% (-7.9%)

34% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 77

47% less call options, than puts

Call options by funds: $41K | Put options by funds: $77K

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
170
Holders Change
+9
Holders Change %
+5.59%
% of All Funds
5.51%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
23
Increased
51
Reduced
77
Closed
12
Calls
$41K
Puts
$77K
Net Calls
-$36K
Net Calls Change
+$293K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$24M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$13.7M
3
TCP
TAMRO Capital Partners
Virginia
+$11.7M
4
BFA
BlackRock Fund Advisors
California
+$11.3M
5
EAM
Edge Asset Management
Washington
+$6.46M

Top Sellers

1
RA
Royce & Associates
New York
-$43.7M
2
IVA
International Value Advisers
-$36.6M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$21.3M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$17M
5
PCMI
Paradigm Capital Management Inc
New York
-$10.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
151
Guggenheim Capital
Illinois
$238K +$233K +4,615 New
LM
152
Luminus Management
Texas
$211K +$207K +4,100 New
BWAM
153
Boyd Watterson Asset Management
Ohio
$206K +$202K +4,000 New
Ohio Public Employees Retirement System (OPERS)
154
Ohio Public Employees Retirement System (OPERS)
Ohio
$187K +$184K +3,636 New
U
155
UBS
Switzerland
$159K -$48.6K -962 -24%
TRCT
156
Tower Research Capital (TRC)
New York
$128K +$96.1K +1,901 +335%
FMT
157
First Mercantile Trust
Tennessee
$96K -$182K -3,590 -66%
BlackRock
158
BlackRock
New York
$69K – – –
GT
159
Glenmede Trust
Pennsylvania
$55K -$25.3K -500 -31%
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$55K -$2.02K -40 -4%
Envestnet Asset Management
161
Envestnet Asset Management
Illinois
$37K -$556 -11 -2%
LTFS
162
Ladenburg Thalmann Financial Services
Florida
$35K -$1.11K -22 -3%
MOACM
163
Mutual of America Capital Management
New York
$34K +$33.4K +660 New
BJ
164
BlackRock Japan
Japan
$19K +$18.5K +366 New
PVH
165
Psagot Value Holdings
Israel
$15K – – –
PTC
166
Private Trust Company
Ohio
$10K -$51 -1 -0.5%
ECM
167
ETrade Capital Management
Virginia
$4K – – –
PCM
168
Prelude Capital Management
New York
$2K +$2.02K +40 New
Manulife (Manufacturers Life Insurance)
169
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.63K -$42.3K -837 -3%
IVA
170
International Value Advisers
– -$36.6M -2,450,000 Closed
AIM
171
AMI Investment Management
Indiana
– -$7.33M -491,103 Closed
WI
172
WBI Investments
New Jersey
– -$3.16M -65,332 Closed
ICRM
173
Insight Capital Research & Management
California
– -$2.43M -50,209 Closed
Susquehanna International Group
174
Susquehanna International Group
Pennsylvania
– -$867K -17,934 Closed
ARTA
175
A.R.T. Advisors
New York
– -$385K -7,984 Closed
4 5 6
7
8

AIT Hedge Fund Activity: Q3 2013 in Review

170 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q3 2013, worth a combined $1.91B — up 3% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new AIT positions and 12 closed out — a net gain of 11 holders — while 51 added to existing stakes and 77 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $24M. The largest seller was Royce & Associates, cutting an estimated $43.7M.

  • 170 institutional investors held Applied Industrial Technologies (AIT) as of Q3 2013, up from 161 in Q2 2013.
  • Funds reported $1.91B of Applied Industrial Technologies stock for Q3 2013, up 3% quarter-over-quarter.
  • 23 funds opened new Applied Industrial Technologies positions in Q3 2013 and 12 closed out, a net change of +11 holders.
  • The largest Applied Industrial Technologies buyer in Q3 2013 was Wellington Management Group, an estimated $24M added.
  • The largest Applied Industrial Technologies seller in Q3 2013 was Royce & Associates, an estimated $43.7M sold.

Based on aggregated 13F filings for Q3 2013.