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Applied Industrial Technologies

214 hedge funds and large institutions have $2.07B invested in Applied Industrial Technologies in 2016 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 67 increasing their positions, 81 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

517% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 6

248% more call options, than puts

Call options by funds: $268K | Put options by funds: $77K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

27% more capital invested

Capital invested by funds: $1.64B → $2.07B (+$434M)

15% more funds holding

Funds holding: 186214 (+28)

0.75% less ownership

Funds ownership: 90.02%89.28% (-0.75%)

17% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 81

Holders
214
Holders Change
+28
Holders Change %
+15.05%
% of All Funds
5.35%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
37
Increased
67
Reduced
81
Closed
6
Calls
$268K
Puts
$77K
Net Calls
+$191K
Net Calls Change
+$191K
Name Holding Trade Value Shares
Change
Change in
Stake
Tudor Investment Corp
151
Tudor Investment Corp
Connecticut
$382K +$350K +6,438 New
SB
152
Suntrust Banks
Georgia
$377K +$10.5K +193 +3%
BCM
153
Bayesian Capital Management
New York
$372K +$340K +6,255 New
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$356K -$1.2M -22,186 -79%
FCFC
155
First Commonwealth Financial Corp
Pennsylvania
$349K
AIM
156
Acrospire Investment Management
Illinois
$345K +$315K +5,802 New
Barclays
157
Barclays
United Kingdom
$327K +$133K +2,454 +80%
SHJ
158
Sharkey, Howes & Javer
Colorado
$316K
Stifel Financial
159
Stifel Financial
Missouri
$308K -$22.7K -418 -7%
Ohio Public Employees Retirement System (OPERS)
160
Ohio Public Employees Retirement System (OPERS)
Ohio
$298K -$23K -424 -8%
AB
161
Amalgamated Bank
New York
$291K +$31.9K +588 +14%
DCM
162
Delta Capital Management
New Jersey
$277K -$2.99K -55 -1%
IFS
163
Ifrah Financial Services
Arkansas
$276K -$6.62K -122 -3%
SOADOR
164
State of Alaska Department of Revenue
Alaska
$251K +$230K +4,230 New
Capital Fund Management (CFM)
165
Capital Fund Management (CFM)
France
$249K -$299K -5,500 -57%
N
166
Natixis
France
$247K +$226K +4,154 New
OSAM
167
O'Shaughnessy Asset Management
Connecticut
$244K -$18.7K -344 -8%
RI
168
Ridgewood Investments
New Jersey
$244K +$224K +4,120 New
SSWM
169
Sheets Smith Wealth Management
North Carolina
$243K +$222K +4,095 New
RFCA
170
R&F Capital Advisors
New York
$233K +$213K +3,917 New
AA
171
Ancora Advisors
Ohio
$223K +$204K +3,750 New
HI
172
HBK Investments
Texas
$203K +$185K +3,411 New
DIA
173
Denver Investment Advisors
Colorado
$202K -$364K -6,700 -66%
SG Americas Securities
174
SG Americas Securities
New York
$186K -$394K -7,255 -70%
NIT
175
NumerixS Investment Technologies
British Columbia, Canada
$184K +$157K +2,900 +1,450%

AIT Hedge Fund Activity: Q4 2016 in Review

214 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q4 2016, worth a combined $2.07B — up 27% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AIT positions and 6 closed out — a net gain of 31 holders — while 67 added to existing stakes and 81 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $16.4M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $29.8M.

  • 214 institutional investors held Applied Industrial Technologies (AIT) as of Q4 2016, up from 186 in Q3 2016.
  • Funds reported $2.07B of Applied Industrial Technologies stock for Q4 2016, up 27% quarter-over-quarter.
  • 37 funds opened new Applied Industrial Technologies positions in Q4 2016 and 6 closed out, a net change of +31 holders.
  • The largest Applied Industrial Technologies buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $16.4M added.
  • The largest Applied Industrial Technologies seller in Q4 2016 was Fuller & Thaler Asset Management, an estimated $29.8M sold.

Based on aggregated 13F filings for Q4 2016.