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Applied Industrial Technologies

216 hedge funds and large institutions have $2.16B invested in Applied Industrial Technologies in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 76 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 76

4% more capital invested

Capital invested by funds: $2.08B → $2.16B (+$80.3M)

0.83% more ownership

Funds ownership: 90.07%90.9% (+0.83%)

4% less funds holding

Funds holding: 226216 (-10)

15% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 26

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

57% less call options, than puts

Call options by funds: $695K | Put options by funds: $1.62M

Holders
216
Holders Change
-10
Holders Change %
-4.42%
% of All Funds
4.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
80
Reduced
76
Closed
26
Calls
$695K
Puts
$1.62M
Net Calls
-$929K
Net Calls Change
-$856K
Name Holding Trade Value Shares
Change
Change in
Stake
CSS
151
Cubist Systematic Strategies
Connecticut
$314K -$264K -4,518 -47%
Commonwealth Equity Services
152
Commonwealth Equity Services
Massachusetts
$314K +$2.04K +35 +0.7%
LPL Financial
153
LPL Financial
California
$311K +$15.4K +263 +5%
SHJ
154
Sharkey, Howes & Javer
Colorado
$284K -$23.1K -395 -8%
NA
155
Neuburgh Advisers
California
$282K
SSWM
156
Sheets Smith Wealth Management
North Carolina
$280K
SIA
157
Sit Investment Associates
Minnesota
$277K -$779K -13,340 -75%
Allianz Asset Management
158
Allianz Asset Management
Germany
$277K -$424K -7,262 -62%
DCM
159
Delta Capital Management
New Jersey
$273K
EIM
160
Essex Investment Management
Massachusetts
$247K -$15.4K -263 -6%
ZB
161
Zions Bancorporation
Utah
$247K +$49K +839 +26%
Russell Investments Group
162
Russell Investments Group
United Kingdom
$246K
SCM
163
Shelton Capital Management
Colorado
$239K +$213K +3,651 +1,581%
BAM
164
Blueshift Asset Management
New Jersey
$237K +$225K +3,853 New
PA
165
Profund Advisors
Maryland
$228K -$17.8K -305 -8%
EMG
166
Ellington Management Group
Connecticut
$228K +$216K +3,700 New
II
167
Inspire Investing
Idaho
$222K +$211K +3,607 New
HC
168
Henshaw Capital
Massachusetts
$215K -$28.9K -494 -12%
ACM
169
AlphaCrest Capital Management
New York
$215K +$204K +3,500 New
Holocene Advisors
170
Holocene Advisors
New York
$212K +$202K +3,451 New
CGH
171
Crossmark Global Holdings
Texas
$208K -$22.4K -383 -10%
AQR Capital Management
172
AQR Capital Management
Connecticut
$208K -$13.3K -228 -6%
MCIM
173
Meadow Creek Investment Management
Georgia
$205K
AIP
174
Ameritas Investment Partners
Nebraska
$199K
Ohio Public Employees Retirement System (OPERS)
175
Ohio Public Employees Retirement System (OPERS)
Ohio
$192K +$4.44K +76 +2%

AIT Hedge Fund Activity: Q2 2019 in Review

216 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q2 2019, worth a combined $2.16B — up 3.9% from $2.08B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of AIT and 22 opened new positions — a net loss of 4 holders — while 76 trimmed existing stakes and 80 added.

The largest buyer was Nuveen, opening a new position worth an estimated $28.4M. The largest seller was Homestead Advisers, cutting an estimated $14.4M.

  • 216 institutional investors held Applied Industrial Technologies (AIT) as of Q2 2019, down from 226 in Q1 2019.
  • Funds reported $2.16B of Applied Industrial Technologies stock for Q2 2019, up 3.9% quarter-over-quarter.
  • 22 funds opened new Applied Industrial Technologies positions in Q2 2019 and 26 closed out, a net change of -4 holders.
  • The largest Applied Industrial Technologies buyer in Q2 2019 was Nuveen, an estimated $28.4M added.
  • The largest Applied Industrial Technologies seller in Q2 2019 was Homestead Advisers, an estimated $14.4M sold.

Based on aggregated 13F filings for Q2 2019.