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Applied Industrial Technologies
AIT

187 hedge funds and large institutions have $1.52B invested in Applied Industrial Technologies in 2016 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 79 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

52% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 52

6% more funds holding

Funds holding: 177 → 187 (+10)

5% more capital invested

Capital invested by funds: $1.45B → $1.52B (+$67.8M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1.37% less ownership

Funds ownership: 91.2% → 89.83% (-1.4%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $421K

Holders
187
Holders Change
+10
Holders Change %
+5.65%
% of All Funds
4.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
25
Increased
79
Reduced
52
Closed
13
Calls
–
Puts
$421K
Net Calls
-$421K
Net Calls Change
-$466K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$18.5M
2
Victory Capital Management
Victory Capital Management
Texas
+$9.85M
3
JP Morgan Chase
JP Morgan Chase
New York
+$8.67M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$8.33M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$6.7M

Top Sellers

1
RA
Royce & Associates
New York
-$29.5M
2
SAM
Silvercrest Asset Management
New York
-$21.7M
3
GAM
Gotham Asset Management
New York
-$16.2M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$11.4M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
176
Proficio Capital Partners
Massachusetts
$20K +$18.6K +471 New
LTFS
177
Ladenburg Thalmann Financial Services
Florida
$15K +$946 +24 +7%
Loomis, Sayles & Company
178
Loomis, Sayles & Company
Massachusetts
$14K +$12.5K +317 +1,865%
Geode Capital Management
179
Geode Capital Management
Massachusetts
$11.7K +$971K +24,638 +10%
SSB
180
Sandy Spring Bank
Maryland
$10K – – –
NFG
181
Next Financial Group
Texas
$8K – – –
Barclays
182
Barclays
United Kingdom
$7K +$6.5K +165 New
IA
183
IFP Advisors
Florida
$4K – – –
MFW
184
Mosaic Family Wealth
Missouri
$4K +$4.53K +115 New
GAM
185
Gemmer Asset Management
California
$3K – – –
QCG
186
Quadrant Capital Group
Ohio
$1K +$1.22K +31 New
GAM
187
Gotham Asset Management
New York
– -$16.2M -400,677 Closed
SBH
188
Segall Bryant & Hamill
Illinois
– -$4.58M -112,990 Closed
ETM
189
Euclidean Technologies Management
Washington
– -$2.15M -53,041 Closed
Fidelity Investments
190
Fidelity Investments
Massachusetts
– -$2.11M -52,161 Closed
ZIM
191
ZPR Investment Management
Florida
– -$1.77M -43,643 Closed
HPCM
192
High Pointe Capital Management
Illinois
– -$729K -18,000 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
193
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$417K -10,300 Closed
CIC
194
Cornercap Investment Counsel
Georgia
– -$360K -8,900 Closed
Jacobs Levy Equity Management
195
Jacobs Levy Equity Management
New Jersey
– -$329K -8,120 Closed
WBC
196
Westpac Banking Corp
Australia
– -$328K -8,100 Closed
OCG
197
Opus Capital Group
Ohio
– -$218K -5,376 Closed
PCM
198
Palouse Capital Management
Washington
– -$207K -5,104 Closed
BL
199
Balentine LLC
Georgia
– -$7K -170 Closed
4 5 6 7
8

AIT Hedge Fund Activity: Q1 2016 in Review

187 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q1 2016, worth a combined $1.52B — up 4.7% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new AIT positions and 13 closed out — a net gain of 12 holders — while 79 added to existing stakes and 52 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $18.5M. The largest seller was Royce & Associates, cutting an estimated $29.5M.

  • 187 institutional investors held Applied Industrial Technologies (AIT) as of Q1 2016, up from 177 in Q4 2015.
  • Funds reported $1.52B of Applied Industrial Technologies stock for Q1 2016, up 4.7% quarter-over-quarter.
  • 25 funds opened new Applied Industrial Technologies positions in Q1 2016 and 13 closed out, a net change of +12 holders.
  • The largest Applied Industrial Technologies buyer in Q1 2016 was Wellington Management Group, an estimated $18.5M added.
  • The largest Applied Industrial Technologies seller in Q1 2016 was Royce & Associates, an estimated $29.5M sold.

Based on aggregated 13F filings for Q1 2016.