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Applied Industrial Technologies
AIT

214 hedge funds and large institutions have $2.07B invested in Applied Industrial Technologies in 2016 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 67 increasing their positions, 81 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

517% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 6

248% more call options, than puts

Call options by funds: $268K | Put options by funds: $77K

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

27% more capital invested

Capital invested by funds: $1.64B → $2.07B (+$434M)

15% more funds holding

Funds holding: 186 → 214 (+28)

0.75% less ownership

Funds ownership: 90.02% → 89.28% (-0.75%)

17% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 81

Holders
214
Holders Change
+28
Holders Change %
+15.05%
% of All Funds
5.35%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
37
Increased
67
Reduced
81
Closed
6
Calls
$268K
Puts
$77K
Net Calls
+$191K
Net Calls Change
+$191K

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$16.4M
2
JP Morgan Chase
JP Morgan Chase
New York
+$10.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$10.6M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$9.07M
5
Renaissance Technologies
Renaissance Technologies
New York
+$8.74M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$29.8M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$23.9M
3
RA
Royce & Associates
New York
-$22.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$20.1M
5
EAM
Edge Asset Management
Washington
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
176
Meeder Asset Management
Ohio
$177K -$296K -5,455 -65%
FCM
177
Flinton Capital Management
Pennsylvania
$164K +$150K +2,754 New
Envestnet Asset Management
178
Envestnet Asset Management
Illinois
$159K +$8.74K +161 +6%
QI
179
QS Investors
New York
$148K – – –
TAM
180
Tyers Asset Management
Texas
$135K +$123K +2,268 New
PAM
181
Paradigm Asset Management
New York
$131K -$5.43K -100 -4%
Creative Planning
182
Creative Planning
Kansas
$121K -$6.19K -114 -5%
RCM
183
Riverhead Capital Management
Delaware
$119K – – –
FMT
184
First Mercantile Trust
Tennessee
$119K +$1.09K +20 +1%
NA
185
Neuburgh Advisers
California
$106K +$96.7K +1,782 New
LIA
186
LS Investment Advisors
Michigan
$90K +$3.58K +66 +5%
VCM
187
Versant Capital Management
Arizona
$84K -$8.47K -156 -10%
SIA
188
Sit Investment Associates
Minnesota
$77K – – –
MCIM
189
Meadow Creek Investment Management
Georgia
$77K +$70.4K +1,296 New
BAM
190
Bruderman Asset Management
New York
$69K -$38.5K -710 -38%
LTFS
191
Ladenburg Thalmann Financial Services
Florida
$68K – – –
IPC
192
Independent Portfolio Consultants
Florida
$59K -$543 -10 -1%
AssetMark Inc
193
AssetMark Inc
California
$59K – – –
BJ
194
BlackRock Japan
Japan
$59K +$53.8K +991 New
Zurich Cantonal Bank
195
Zurich Cantonal Bank
Switzerland
$56K – – –
WAM
196
Wealthspire Advisors (Maryland)
Maryland
$55K -$9.66K -178 -16%
AG
197
Advisor Group
Arizona
$45K +$36.4K +670 +827%
JFGIW
198
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$42K +$20.6K +380 +117%
SWA
199
Sutton Wealth Advisors
Florida
$41.3K – – –
TRCT
200
Tower Research Capital (TRC)
New York
$34K -$13.1K -241 -29%
5 6 7
8
9

AIT Hedge Fund Activity: Q4 2016 in Review

214 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q4 2016, worth a combined $2.07B — up 27% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AIT positions and 6 closed out — a net gain of 31 holders — while 67 added to existing stakes and 81 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $16.4M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $29.8M.

  • 214 institutional investors held Applied Industrial Technologies (AIT) as of Q4 2016, up from 186 in Q3 2016.
  • Funds reported $2.07B of Applied Industrial Technologies stock for Q4 2016, up 27% quarter-over-quarter.
  • 37 funds opened new Applied Industrial Technologies positions in Q4 2016 and 6 closed out, a net change of +31 holders.
  • The largest Applied Industrial Technologies buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $16.4M added.
  • The largest Applied Industrial Technologies seller in Q4 2016 was Fuller & Thaler Asset Management, an estimated $29.8M sold.

Based on aggregated 13F filings for Q4 2016.