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Applied Industrial Technologies

175 hedge funds and large institutions have $1.8B invested in Applied Industrial Technologies in 2013 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

15% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 62

3% more funds holding

Funds holding: 170175 (+5)

0.49% less ownership

Funds ownership: 88.01%87.52% (-0.49%)

6% less capital invested

Capital invested by funds: $1.91B → $1.8B (-$108M)

Holders
175
Holders Change
+5
Holders Change %
+2.94%
% of All Funds
5.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
22
Increased
71
Reduced
62
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCP
176
KDI Capital Partners
North Carolina
-$10.1M -196,787 Closed
OAM
177
Origin Asset Management
United Kingdom
-$7.62M -147,929 Closed
BNP Paribas Asset Management
178
BNP Paribas Asset Management
France
-$3.89M -75,592 Closed
Two Sigma Investments
179
Two Sigma Investments
New York
-$1.58M -30,686 Closed
HPCM
180
High Pointe Capital Management
Illinois
-$1.55M -30,200 Closed
ProShare Advisors
181
ProShare Advisors
Maryland
-$1.44M -27,863 Closed
MCM
182
Matarin Capital Management
New York
-$704K -13,676 Closed
PP
183
PDT Partners
New York
-$694K -13,471 Closed
AAM
184
Advisors Asset Management
Colorado
-$433K -8,402 Closed
Nomura Holdings
185
Nomura Holdings
Japan
-$407K -7,908 Closed
SG Americas Securities
186
SG Americas Securities
New York
-$339K -6,585 Closed
GCP
187
GSA Capital Partners
United Kingdom
-$338K -6,556 Closed
WAM
188
World Asset Management
Michigan
-$244K -4,747 Closed
BWAM
189
Boyd Watterson Asset Management
Ohio
-$206K -4,000 Closed
BJ
190
BlackRock Japan
Japan
-$19K -366 Closed
PCM
191
Prelude Capital Management
New York
-$2K -40 Closed
FHA
192
First Horizon Advisors
Tennessee
+$49 +1 New

AIT Hedge Fund Activity: Q4 2013 in Review

175 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q4 2013, worth a combined $1.8B — down 5.7% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AIT positions and 17 closed out — a net gain of 5 holders — while 71 added to existing stakes and 62 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $16.6M. The largest seller was Silvercrest Asset Management, cutting an estimated $25.1M.

  • 175 institutional investors held Applied Industrial Technologies (AIT) as of Q4 2013, up from 170 in Q3 2013.
  • Funds reported $1.8B of Applied Industrial Technologies stock for Q4 2013, down 5.7% quarter-over-quarter.
  • 22 funds opened new Applied Industrial Technologies positions in Q4 2013 and 17 closed out, a net change of +5 holders.
  • The largest Applied Industrial Technologies buyer in Q4 2013 was Wellington Management Group, an estimated $16.6M added.
  • The largest Applied Industrial Technologies seller in Q4 2013 was Silvercrest Asset Management, an estimated $25.1M sold.

Based on aggregated 13F filings for Q4 2013.