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Applied Industrial Technologies
AIT

171 hedge funds and large institutions have $1.7B invested in Applied Industrial Technologies in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 68 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

0.28% more ownership

Funds ownership: 90.15% → 90.43% (+0.28%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less capital invested

Capital invested by funds: $1.71B → $1.7B (-$5.69M)

1% less funds holding

Funds holding: 173 → 171 (-2)

19% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 68

Holders
171
Holders Change
-2
Holders Change %
-1.16%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
55
Reduced
68
Closed
17
Calls
$23K
Puts
–
Net Calls
+$23K
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$10.7M
2
ESCM
Echo Street Capital Management
New York
+$8.28M
3
EAM
Edge Asset Management
Washington
+$5.8M
4
American Century Companies
American Century Companies
Missouri
+$4.49M
5
Renaissance Technologies
Renaissance Technologies
New York
+$4.44M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$11.3M
2
RCAMU
Rothschild & Co Asset Management US
Connecticut
-$9.78M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$7.07M
4
Goldman Sachs
Goldman Sachs
New York
-$5.76M
5
ZIM
Zacks Investment Management
Illinois
-$3.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
151
UBS Group
Switzerland
$123K +$127K +2,712 New
MAA
152
Managed Account Advisors
New Jersey
$104K -$1.58M -33,819 -94%
RBA
153
Richard Bernstein Advisors
New York
$91K – – –
BlackRock
154
BlackRock
New York
$56K – – –
SO
155
STRS Ohio
Ohio
$55K -$56K -1,200 -50%
Teacher Retirement System of Texas
156
Teacher Retirement System of Texas
Texas
$54K -$12.1K -260 -18%
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$36K – – –
Envestnet Asset Management
158
Envestnet Asset Management
Illinois
$30K -$4.34K -93 -12%
PCM
159
Prelude Capital Management
New York
$27K -$32.7K -700 -54%
BNP Paribas Financial Markets
160
BNP Paribas Financial Markets
France
$25.4K -$201K -4,301 -89%
TCM
161
Tradewinds Capital Management
Washington
$22K – – –
LTFS
162
Ladenburg Thalmann Financial Services
Florida
$16K – – –
MA
163
MUFG Americas
New York
$16K – – –
PVH
164
Psagot Value Holdings
Israel
$13K – – –
GAM
165
Gemmer Asset Management
California
$3K – – –
Manulife (Manufacturers Life Insurance)
166
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.19K -$34.7K -743 -3%
EFSCE
167
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$794 +17 New
ZIM
168
Zacks Investment Management
Illinois
– -$3.53M -77,245 Closed
TC
169
TFS Capital
Pennsylvania
– -$1.99M -43,606 Closed
DCM
170
Dupont Capital Management
Delaware
– -$1.14M -24,865 Closed
NAM
171
NorthCoast Asset Management
Connecticut
– -$971K -21,279 Closed
VRS
172
Virginia Retirement Systems
Virginia
– -$685K -15,000 Closed
SC
173
Skylands Capital
Wisconsin
– -$591K -12,950 Closed
MC
174
Menta Capital
California
– -$511K -11,200 Closed
M&T Bank
175
M&T Bank
New York
– -$302K -6,606 Closed
4 5 6
7
8

AIT Hedge Fund Activity: Q4 2014 in Review

171 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q4 2014, worth a combined $1.7B — down 0.33% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new AIT positions and 17 closed out — a net gain of 2 holders — while 55 added to existing stakes and 68 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $10.7M. The largest seller was JP Morgan Chase, cutting an estimated $11.3M.

  • 171 institutional investors held Applied Industrial Technologies (AIT) as of Q4 2014, down from 173 in Q3 2014.
  • Funds reported $1.7B of Applied Industrial Technologies stock for Q4 2014, down 0.33% quarter-over-quarter.
  • 19 funds opened new Applied Industrial Technologies positions in Q4 2014 and 17 closed out, a net change of +2 holders.
  • The largest Applied Industrial Technologies buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $10.7M added.
  • The largest Applied Industrial Technologies seller in Q4 2014 was JP Morgan Chase, an estimated $11.3M sold.

Based on aggregated 13F filings for Q4 2014.