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Applied Industrial Technologies
AIT

219 hedge funds and large institutions have $2.3B invested in Applied Industrial Technologies in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 65 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 65

12% more capital invested

Capital invested by funds: $2.05B → $2.3B (+$249M)

1.02% more ownership

Funds ownership: 89.06% → 90.07% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

1% less funds holding

Funds holding: 222 → 219 (-3)

58% less call options, than puts

Call options by funds: $1.39M | Put options by funds: $3.3M

Holders
219
Holders Change
-3
Holders Change %
-1.35%
% of All Funds
5.46%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
86
Reduced
65
Closed
29
Calls
$1.39M
Puts
$3.3M
Net Calls
-$1.91M
Net Calls Change
-$2.32M

Top Buyers

1
BlackRock
BlackRock
New York
+$17.8M
2
Millennium Management
Millennium Management
New York
+$11.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$10.2M
4
Norges Bank
Norges Bank
Norway
+$9.03M
5
American Century Companies
American Century Companies
Missouri
+$7.53M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$76.7M
2
BG
Bahl & Gaynor
Ohio
-$8.37M
3
CRC
Curi RMB Capital
Illinois
-$5.5M
4
KCM
Kennedy Capital Management
Missouri
-$5.02M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$4.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
176
Tower Research Capital (TRC)
New York
$235K +$207K +3,569 New
ProShare Advisors
177
ProShare Advisors
Maryland
$234K -$34.4K -592 -14%
AA
178
Ancora Advisors
Ohio
$230K – – –
Cambridge Investment Research Advisors
179
Cambridge Investment Research Advisors
Iowa
$223K +$197K +3,389 New
Envestnet Asset Management
180
Envestnet Asset Management
Illinois
$212K +$18.3K +315 +11%
Teacher Retirement System of Texas
181
Teacher Retirement System of Texas
Texas
$212K +$187K +3,226 New
HIMCH
182
Hartford Investment Management Co (HIMCO)
Connecticut
$207K +$183K +3,150 New
BPM
183
Bowling Portfolio Management
Ohio
$204K +$180K +3,093 New
NA
184
Neuburgh Advisers
California
$203K +$17.9K +308 +11%
NIT
185
NumerixS Investment Technologies
British Columbia, Canada
$191K -$40.6K -700 -19%
AIP
186
Ameritas Investment Partners
Nebraska
$191K – – –
PAM
187
Paradigm Asset Management
New York
$158K -$63.8K -1,100 -31%
MCIM
188
Meadow Creek Investment Management
Georgia
$147K +$13K +224 +11%
CSS
189
Cubist Systematic Strategies
Connecticut
$133K -$1.07M -18,374 -90%
Zurich Cantonal Bank
190
Zurich Cantonal Bank
Switzerland
$123K -$249K -4,288 -70%
FMT
191
First Mercantile Trust
Tennessee
$118K -$5.22K -90 -5%
MAM
192
Meeder Asset Management
Ohio
$102K -$4.41K -76 -5%
LIA
193
LS Investment Advisors
Michigan
$96K – – –
WAM
194
Wealthspire Advisors (Maryland)
Maryland
$70K +$9.69K +167 +18%
LTFS
195
Ladenburg Thalmann Financial Services
Florida
$67K +$3.42K +59 +6%
AssetMark Inc
196
AssetMark Inc
California
$66K – – –
AG
197
Advisor Group
Arizona
$64K +$24K +414 +74%
VCM
198
Versant Capital Management
Arizona
$57K -$8.76K -151 -15%
SEI Investments
199
SEI Investments
Pennsylvania
$55K +$12.1K +209 +34%
SWA
200
Sutton Wealth Advisors
Florida
$45.8K – – –
6 7
8
9 10

AIT Hedge Fund Activity: Q3 2017 in Review

219 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q3 2017, worth a combined $2.3B — up 12% from $2.05B a quarter earlier.

Fund positioning in AIT was balanced in Q3 2017: 29 funds opened new positions, 29 closed out, 86 added to existing stakes and 65 trimmed.

The largest buyer was BlackRock, adding an estimated $17.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $76.7M.

  • 219 institutional investors held Applied Industrial Technologies (AIT) as of Q3 2017, down from 222 in Q2 2017.
  • Funds reported $2.3B of Applied Industrial Technologies stock for Q3 2017, up 12% quarter-over-quarter.
  • 29 funds opened new Applied Industrial Technologies positions in Q3 2017 and 29 closed out, a net change of 0 holders.
  • The largest Applied Industrial Technologies buyer in Q3 2017 was BlackRock, an estimated $17.8M added.
  • The largest Applied Industrial Technologies seller in Q3 2017 was T. Rowe Price Associates, an estimated $76.7M sold.

Based on aggregated 13F filings for Q3 2017.