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Applied Industrial Technologies
AIT

219 hedge funds and large institutions have $2.3B invested in Applied Industrial Technologies in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 65 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 65

12% more capital invested

Capital invested by funds: $2.05B → $2.3B (+$249M)

1.02% more ownership

Funds ownership: 89.06% → 90.07% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

1% less funds holding

Funds holding: 222 → 219 (-3)

58% less call options, than puts

Call options by funds: $1.39M | Put options by funds: $3.3M

Holders
219
Holders Change
-3
Holders Change %
-1.35%
% of All Funds
5.46%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
86
Reduced
65
Closed
29
Calls
$1.39M
Puts
$3.3M
Net Calls
-$1.91M
Net Calls Change
-$2.32M

Top Buyers

1
BlackRock
BlackRock
New York
+$17.8M
2
Millennium Management
Millennium Management
New York
+$11.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$10.2M
4
Norges Bank
Norges Bank
Norway
+$9.03M
5
American Century Companies
American Century Companies
Missouri
+$7.53M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$76.7M
2
BG
Bahl & Gaynor
Ohio
-$8.37M
3
CRC
Curi RMB Capital
Illinois
-$5.5M
4
KCM
Kennedy Capital Management
Missouri
-$5.02M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$4.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
151
Kanawha Capital Management
Virginia
$415K – – –
PA
152
Profund Advisors
Maryland
$405K -$68.9K -1,188 -16%
HSBC Holdings
153
HSBC Holdings
United Kingdom
$405K – – –
JFG
154
Jefferies Financial Group
New York
$404K +$356K +6,139 New
FDCDDQ
155
Federation des caisses Desjardins du Quebec
Quebec, Canada
$399K -$23.6K -407 -6%
EIM
156
Essex Investment Management
Massachusetts
$375K – – –
N
157
Natixis
France
$369K +$325K +5,602 New
RQS
158
Ramsey Quantitative Systems
Kentucky
$354K +$25.4K +438 +9%
AB
159
Amalgamated Bank
New York
$347K -$9.75K -168 -3%
GCP
160
GSA Capital Partners
United Kingdom
$344K -$915K -15,762 -75%
SHJ
161
Sharkey, Howes & Javer
Colorado
$334K -$4.64K -80 -2%
QI
162
QS Investors
New York
$329K +$62.7K +1,080 +28%
FCM
163
Flinton Capital Management
Pennsylvania
$313K +$27.6K +476 +11%
KI
164
Koch Industries
Kansas
$305K -$18.7K -323 -7%
DCM
165
Delta Capital Management
New Jersey
$303K – – –
SIA
166
Sit Investment Associates
Minnesota
$303K – – –
IFS
167
Ifrah Financial Services
Arkansas
$291K +$5.05K +87 +2%
DZ Bank
168
DZ Bank
Germany
$290K -$133K -2,300 -34%
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$280K -$4.88M -84,000 -95%
SSWM
170
Sheets Smith Wealth Management
North Carolina
$269K – – –
RI
171
Ridgewood Investments
New Jersey
$268K -$1.92K -33 -0.8%
QSS
172
Quantitative Systematic Strategies
Florida
$265K +$8.53K +147 +4%
TAM
173
Tyers Asset Management
Texas
$258K +$22.8K +392 +11%
SCM
174
Shelton Capital Management
Colorado
$247K -$6.62K -114 -3%
RCM
175
Riverhead Capital Management
Delaware
$235K +$15.8K +272 +8%
5 6
7
8 9

AIT Hedge Fund Activity: Q3 2017 in Review

219 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q3 2017, worth a combined $2.3B — up 12% from $2.05B a quarter earlier.

Fund positioning in AIT was balanced in Q3 2017: 29 funds opened new positions, 29 closed out, 86 added to existing stakes and 65 trimmed.

The largest buyer was BlackRock, adding an estimated $17.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $76.7M.

  • 219 institutional investors held Applied Industrial Technologies (AIT) as of Q3 2017, down from 222 in Q2 2017.
  • Funds reported $2.3B of Applied Industrial Technologies stock for Q3 2017, up 12% quarter-over-quarter.
  • 29 funds opened new Applied Industrial Technologies positions in Q3 2017 and 29 closed out, a net change of 0 holders.
  • The largest Applied Industrial Technologies buyer in Q3 2017 was BlackRock, an estimated $17.8M added.
  • The largest Applied Industrial Technologies seller in Q3 2017 was T. Rowe Price Associates, an estimated $76.7M sold.

Based on aggregated 13F filings for Q3 2017.