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Applied Industrial Technologies
AIT

173 hedge funds and large institutions have $1.71B invested in Applied Industrial Technologies in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 69 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 61

1.49% more ownership

Funds ownership: 88.66% → 90.15% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

1% less funds holding

Funds holding: 175 → 173 (-2)

9% less capital invested

Capital invested by funds: $1.88B → $1.71B (-$173M)

Holders
173
Holders Change
-2
Holders Change %
-1.14%
% of All Funds
5.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
69
Reduced
61
Closed
18
Calls
$23K
Puts
–
Net Calls
+$23K
Net Calls Change
-$2K

Top Buyers

1
RA
Royce & Associates
New York
+$32M
2
Franklin Resources
Franklin Resources
California
+$8.25M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$4.38M
4
SBH
Segall Bryant & Hamill
Illinois
+$3.96M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$3.74M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$18.9M
2
WMSA
Weiss Multi-Strategy Advisers
New York
-$7.43M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$6.38M
4
AI
Analytic Investors
California
-$4.54M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$4.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
Canada Life
151
Canada Life
Manitoba, Canada
$158K +$83.2K +1,700 +98%
Barclays
152
Barclays
United Kingdom
$151K -$151K -3,086 -48%
FMT
153
First Mercantile Trust
Tennessee
$142K +$61.2K +1,250 +68%
TRCT
154
Tower Research Capital (TRC)
New York
$112K +$120K +2,448 New
SO
155
STRS Ohio
Ohio
$110K – – –
U
156
UBS
Switzerland
$105K +$979 +20 +0.9%
RBA
157
Richard Bernstein Advisors
New York
$91K +$97.8K +1,998 New
CSS
158
Cubist Systematic Strategies
Connecticut
$73K +$9.93K +203 +15%
Teacher Retirement System of Texas
159
Teacher Retirement System of Texas
Texas
$66K +$2.3K +47 +3%
PCM
160
Prelude Capital Management
New York
$59K +$49.4K +1,010 +348%
BlackRock
161
BlackRock
New York
$56K – – –
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$36K -$53.9K -1,101 -58%
Envestnet Asset Management
163
Envestnet Asset Management
Illinois
$34K -$5.87K -120 -14%
TCM
164
Tradewinds Capital Management
Washington
$22K – – –
LTFS
165
Ladenburg Thalmann Financial Services
Florida
$16K -$1.86K -38 -10%
MA
166
MUFG Americas
New York
$16K +$17.1K +350 New
PVH
167
Psagot Value Holdings
Israel
$13K – – –
PTC
168
Private Trust Company
Ohio
$7K -$34.4K -702 -82%
LWM
169
LBA Wealth Management
Florida
$6K +$6.31K +129 New
GSC
170
Ground Swell Capital
South Carolina
$4K +$4.55K +93 New
GAM
171
Gemmer Asset Management
California
$3K +$3.47K +71 New
Manulife (Manufacturers Life Insurance)
172
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.23K +$48.1K +982 +4%
WMSA
173
Weiss Multi-Strategy Advisers
New York
– -$7.43M -146,560 Closed
AI
174
Analytic Investors
California
– -$4.54M -89,492 Closed
Fiera Capital (Canada)
175
Fiera Capital (Canada)
Quebec, Canada
– -$2.39M -47,200 Closed
4 5 6
7
8

AIT Hedge Fund Activity: Q3 2014 in Review

173 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q3 2014, worth a combined $1.71B — down 9.2% from $1.88B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of AIT and 17 opened new positions — a net loss of 1 holder — while 61 trimmed existing stakes and 69 added.

The largest buyer was Royce & Associates, adding an estimated $32M. The largest seller was Norges Bank, cutting an estimated $18.9M.

  • 173 institutional investors held Applied Industrial Technologies (AIT) as of Q3 2014, down from 175 in Q2 2014.
  • Funds reported $1.71B of Applied Industrial Technologies stock for Q3 2014, down 9.2% quarter-over-quarter.
  • 17 funds opened new Applied Industrial Technologies positions in Q3 2014 and 18 closed out, a net change of -1 holder.
  • The largest Applied Industrial Technologies buyer in Q3 2014 was Royce & Associates, an estimated $32M added.
  • The largest Applied Industrial Technologies seller in Q3 2014 was Norges Bank, an estimated $18.9M sold.

Based on aggregated 13F filings for Q3 2014.