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Applied Industrial Technologies

175 hedge funds and large institutions have $1.8B invested in Applied Industrial Technologies in 2013 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

15% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 62

3% more funds holding

Funds holding: 170175 (+5)

0.49% less ownership

Funds ownership: 88.01%87.52% (-0.49%)

6% less capital invested

Capital invested by funds: $1.91B → $1.8B (-$108M)

Holders
175
Holders Change
+5
Holders Change %
+2.94%
% of All Funds
5.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
22
Increased
71
Reduced
62
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VAM
151
Verity Asset Management
North Carolina
$225K +$223K +4,581 New
IFS
152
Ifrah Financial Services
Arkansas
$218K +$216K +4,436 New
Barclays
153
Barclays
United Kingdom
$204K -$876K -17,974 -81%
RFC
154
Russell Frank Company
Washington
$197K -$1.18M -24,312 -86%
SO
155
STRS Ohio
Ohio
$147K -$112K -2,300 -43%
U
156
UBS
Switzerland
$143K -$8.14K -167 -5%
FMT
157
First Mercantile Trust
Tennessee
$92K +$975 +20 +1%
Canada Life
158
Canada Life
Manitoba, Canada
$86K +$84.7K +1,738 New
Teacher Retirement System of Texas
159
Teacher Retirement System of Texas
Texas
$70K -$168K -3,458 -71%
BlackRock
160
BlackRock
New York
$64K -$1.56K -32 -2%
GT
161
Glenmede Trust
Pennsylvania
$53K
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$52K
Envestnet Asset Management
163
Envestnet Asset Management
Illinois
$42K +$6.63K +136 +19%
DCM
164
Dean Capital Management
Kansas
$40K +$40.7K +835 New
LTFS
165
Ladenburg Thalmann Financial Services
Florida
$33K -$487 -10 -1%
MOACM
166
Mutual of America Capital Management
New York
$32K
BNP Paribas Financial Markets
167
BNP Paribas Financial Markets
France
$29K -$543K -11,144 -95%
TCM
168
Tradewinds Capital Management
Washington
$23K +$23K +472 New
TRCT
169
Tower Research Capital (TRC)
New York
$20K -$101K -2,069 -84%
PVH
170
Psagot Value Holdings
Israel
$14K
PTC
171
Private Trust Company
Ohio
$7K -$2K -41 -22%
ECM
172
ETrade Capital Management
Virginia
$4K +$49 +1 +1%
Manulife (Manufacturers Life Insurance)
173
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.56K +$3.41K +70 +0.2%
DIA
174
Denver Investment Advisors
Colorado
$290
CRCP
175
Copper Rock Capital Partners
Massachusetts
-$12.1M -235,059 Closed

AIT Hedge Fund Activity: Q4 2013 in Review

175 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q4 2013, worth a combined $1.8B — down 5.7% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AIT positions and 17 closed out — a net gain of 5 holders — while 71 added to existing stakes and 62 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $16.6M. The largest seller was Silvercrest Asset Management, cutting an estimated $25.1M.

  • 175 institutional investors held Applied Industrial Technologies (AIT) as of Q4 2013, up from 170 in Q3 2013.
  • Funds reported $1.8B of Applied Industrial Technologies stock for Q4 2013, down 5.7% quarter-over-quarter.
  • 22 funds opened new Applied Industrial Technologies positions in Q4 2013 and 17 closed out, a net change of +5 holders.
  • The largest Applied Industrial Technologies buyer in Q4 2013 was Wellington Management Group, an estimated $16.6M added.
  • The largest Applied Industrial Technologies seller in Q4 2013 was Silvercrest Asset Management, an estimated $25.1M sold.

Based on aggregated 13F filings for Q4 2013.