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Applied Industrial Technologies
AIT

247 hedge funds and large institutions have $2.75B invested in Applied Industrial Technologies in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 88 increasing their positions, 94 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $3.18M | Put options by funds: $1.9M

10% more capital invested

Capital invested by funds: $2.5B → $2.75B (+$247M)

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

0% more funds holding

Funds holding: 247 → 247 (0)

6% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 94

1.49% less ownership

Funds ownership: 92.16% → 90.67% (-1.5%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
247
Holders Change
–
Holders Change %
0%
% of All Funds
5.65%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
25
Increased
88
Reduced
94
Closed
24
Calls
$3.18M
Puts
$1.9M
Net Calls
+$1.28M
Net Calls Change
-$10M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$18.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$14.3M
3
Macquarie Group
Macquarie Group
Australia
+$13.7M
4
Millennium Management
Millennium Management
New York
+$8.72M
5
BlackRock
BlackRock
New York
+$7.57M

Top Sellers

1
HA
Homestead Advisers
Virginia
-$34.7M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$23.9M
3
ABC
Anchor Bolt Capital
Illinois
-$18.6M
4
Prudential Financial
Prudential Financial
New Jersey
-$10.6M
5
IECM
Intrinsic Edge Capital Management
Illinois
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
176
LPL Financial
California
$353K +$1.29K +17 +0.4%
DTL
177
Dynamic Technology Lab
Singapore
$327K +$4.77K +63 +2%
EIM
178
Essex Investment Management
Massachusetts
$307K – – –
ZCM
179
Zebra Capital Management
Connecticut
$305K -$244K -3,222 -45%
SCM
180
Shelton Capital Management
Colorado
$304K +$9.31K +123 +3%
FA
181
FDx Advisors
Illinois
$292K +$40.9K +541 +17%
AA
182
Ancora Advisors
Ohio
$274K – – –
BCM
183
Bayesian Capital Management
New York
$274K +$265K +3,500 New
CBOA
184
Commonwealth Bank of Australia
Australia
$273K +$265K +3,500 New
Jane Street
185
Jane Street
New York
$271K -$43.6K -576 -14%
MCIM
186
Meadow Creek Investment Management
Georgia
$260K +$33.9K +448 +16%
SDIC
187
South Dakota Investment Council
South Dakota
$258K -$341K -4,500 -58%
AIP
188
Ameritas Investment Partners
Nebraska
$253K – – –
Bank of Montreal
189
Bank of Montreal
Ontario, Canada
$248K -$1.14K -15 -0.5%
Cambridge Investment Research Advisors
190
Cambridge Investment Research Advisors
Iowa
$241K +$76 +1 +0%
ECM
191
Everence Capital Management
Indiana
$228K – – –
ZCA
192
Zeke Capital Advisors
Pennsylvania
$228K +$221K +2,916 New
Ohio Public Employees Retirement System (OPERS)
193
Ohio Public Employees Retirement System (OPERS)
Ohio
$225K -$12K -159 -5%
ZB
194
Zions Bancorporation
Utah
$218K -$4.77K -63 -2%
N
195
Natixis
France
$218K +$211K +2,792 New
IFS
196
Ifrah Financial Services
Arkansas
$214K +$207K +2,736 New
CCM
197
Coldstream Capital Management
Washington
$208K +$201K +2,652 New
AB
198
Amalgamated Bank
New York
$207K -$271K -3,579 -58%
AIM
199
Assured Investment Management
New York
$207K +$129K +1,711 +182%
Zurich Cantonal Bank
200
Zurich Cantonal Bank
Switzerland
$203K – – –
6 7
8
9 10

AIT Hedge Fund Activity: Q3 2018 in Review

247 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q3 2018, worth a combined $2.75B — up 9.9% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new AIT positions and 24 closed out — a net gain of 1 holder — while 88 added to existing stakes and 94 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $18.3M. The largest seller was Homestead Advisers, cutting an estimated $34.7M.

  • 247 institutional investors held Applied Industrial Technologies (AIT) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $2.75B of Applied Industrial Technologies stock for Q3 2018, up 9.9% quarter-over-quarter.
  • 25 funds opened new Applied Industrial Technologies positions in Q3 2018 and 24 closed out, a net change of +1 holder.
  • The largest Applied Industrial Technologies buyer in Q3 2018 was JP Morgan Chase, an estimated $18.3M added.
  • The largest Applied Industrial Technologies seller in Q3 2018 was Homestead Advisers, an estimated $34.7M sold.

Based on aggregated 13F filings for Q3 2018.