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Applied Industrial Technologies

199 hedge funds and large institutions have $1.62B invested in Applied Industrial Technologies in 2016 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 74 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

6% more funds holding

Funds holding: 187199 (+12)

6% more capital invested

Capital invested by funds: $1.52B → $1.62B (+$97.2M)

2.41% more ownership

Funds ownership: 89.83%92.24% (+2.4%)

9% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 74

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
199
Holders Change
+12
Holders Change %
+6.42%
% of All Funds
5.31%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
26
Increased
67
Reduced
74
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
176
Sit Investment Associates
Minnesota
$59K
Schroder Investment Management Group
177
Schroder Investment Management Group
United Kingdom
$45K -$18.8M -418,578 -100%
AssetMark Inc
178
AssetMark Inc
California
$45K
WAM
179
Wealthspire Advisors (Maryland)
Maryland
$41K +$7.26K +162 +21%
LTFS
180
Ladenburg Thalmann Financial Services
Florida
$40K +$24.3K +542 +153%
AC
181
Alexandria Capital
Virginia
$39K
Zurich Cantonal Bank
182
Zurich Cantonal Bank
Switzerland
$36K
JFGIW
183
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32K +$3.36K +75 +12%
SWA
184
Sutton Wealth Advisors
Florida
$31.4K
Barclays
185
Barclays
United Kingdom
$29K +$21K +469 +284%
TRCT
186
Tower Research Capital (TRC)
New York
$28K +$28.2K +629 New
PCP
187
Proficio Capital Partners
Massachusetts
$25K +$2.38K +53 +11%
TCM
188
Tradewinds Capital Management
Washington
$21K
PFBT
189
Parkside Financial Bank & Trust
Missouri
$16K +$16.1K +360 New
SSB
190
Sandy Spring Bank
Maryland
$10K
NFG
191
Next Financial Group
Texas
$9K
Loomis, Sayles & Company
192
Loomis, Sayles & Company
Massachusetts
$7K -$8.38K -187 -56%
IA
193
IFP Advisors
Florida
$4K +$538 +12 +18%
GAM
194
Gemmer Asset Management
California
$3K
QCG
195
Quadrant Capital Group
Ohio
$2K +$1.21K +27 +87%
PRCM
196
Pine River Capital Management
Minnesota
$1.03K +$1.02M +22,800 New
Point72 Asset Management
197
Point72 Asset Management
Connecticut
-$7.37M -169,900 Closed
SCP
198
Scoria Capital Partners
Connecticut
-$5.44M -125,300 Closed
CCM
199
Coe Capital Management
Illinois
-$2.85M -65,584 Closed
BGIM
200
Brandywine Global Investment Management
Pennsylvania
-$1.96M -45,170 Closed

AIT Hedge Fund Activity: Q2 2016 in Review

199 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q2 2016, worth a combined $1.62B — up 6.4% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new AIT positions and 13 closed out — a net gain of 13 holders — while 67 added to existing stakes and 74 trimmed.

The largest buyer was Macquarie Group, adding an estimated $28.8M. The largest seller was Royce & Associates, cutting an estimated $28.9M.

  • 199 institutional investors held Applied Industrial Technologies (AIT) as of Q2 2016, up from 187 in Q1 2016.
  • Funds reported $1.62B of Applied Industrial Technologies stock for Q2 2016, up 6.4% quarter-over-quarter.
  • 26 funds opened new Applied Industrial Technologies positions in Q2 2016 and 13 closed out, a net change of +13 holders.
  • The largest Applied Industrial Technologies buyer in Q2 2016 was Macquarie Group, an estimated $28.8M added.
  • The largest Applied Industrial Technologies seller in Q2 2016 was Royce & Associates, an estimated $28.9M sold.

Based on aggregated 13F filings for Q2 2016.