Applied Industrial Technologies
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$10.7M |
| 2 |
ESCM
Echo Street Capital Management
New York
|
+$8.28M |
| 3 |
EAM
Edge Asset Management
Seattle,
Washington
|
+$5.8M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$4.49M |
| 5 |
Renaissance Technologies
New York
|
+$4.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$11.3M |
| 2 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
-$9.78M |
| 3 |
Neuberger Berman Group
New York
|
-$7.07M |
| 4 |
Goldman Sachs
New York
|
-$5.76M |
| 5 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
-$3.53M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GAM
176
Gotham Asset Management
New York
| – | -$293K | -6,414 | Closed |
|
177
Point72 Asset Management
Stamford,
Connecticut
| – | -$278K | -6,100 | Closed |
|
|
PAM
178
Princeton Alpha Management
Princeton Junction,
New Jersey
| – | -$250K | -5,468 | Closed |
|
|
ARTA
179
A.R.T. Advisors
New York
| – | -$247K | -5,413 | Closed |
|
|
IMS
180
Index Management Solutions
Philadelphia,
Pennsylvania
| – | -$207K | -4,543 | Closed |
|
|
PI
181
Placemark Investments
Chicago,
Illinois
| – | -$207K | -4,540 | Closed |
|
|
TRCT
182
Tower Research Capital (TRC)
New York
| – | -$112K | -2,448 | Closed |
|
|
PTC
183
Private Trust Company
Cleveland,
Ohio
| – | -$7K | -152 | Closed |
|
|
LWM
184
LBA Wealth Management
Jacksonville,
Florida
| – | -$6K | -129 | Closed |
|
|
IF
185
Ironwood Financial
Tucson,
Arizona
| – | +$47 | +1 | New |
|
|
W
186
Wealthfront
Palo Alto,
California
| – | +$47 | +1 | New |
|
187
SEI Investments
Oaks,
Pennsylvania
| – | +$140 | +3 | New |
|
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.