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.
100% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 13
6% more funds holding
Funds holding: 187 → 199 (+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: 3 → 1 (-2)
Top Buyers
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$28.8M |
| 2 |
RCM
Riverhead Capital Management
Wilmington,
Delaware
|
+$14.5M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$14.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$11.7M |
| 5 |
JP Morgan Chase
New York
|
+$9.47M |
Top Sellers
| 1 |
RA
Royce & Associates
New York
|
-$28.9M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$18.8M |
| 3 |
Neuberger Berman Group
New York
|
-$14.2M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$7.37M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$5.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIP
201
Stoneridge Investment Partners
Radnor,
Pennsylvania
| – | -$980K | -22,590 | Closed |
|
|
LCM
202
Landscape Capital Management
Englewood,
New Jersey
| – | -$877K | -20,200 | Closed |
|
|
ACI
203
AMP Capital Investors
Sydney,
Australia
| – | -$732K | -16,657 | Closed |
|
|
SAM
204
Silvercrest Asset Management
New York
| – | -$603K | -13,894 | Closed |
|
|
TI
205
Trexquant Investment
Stamford,
Connecticut
| – | -$434K | -10,000 | Closed |
|
206
Two Sigma Investments
New York
| – | -$303K | -6,972 | Closed |
|
207
SG Americas Securities
New York
| – | -$112K | -2,582 | Closed |
|
|
CSS
208
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$44K | -1,007 | Closed |
|
|
MFW
209
Mosaic Family Wealth
St. Louis,
Missouri
| – | -$4K | -115 | Closed |
|
|
ZB
210
Zions Bancorporation
Salt Lake City,
Utah
| – | +$45 | +1 | New |
|
|
AG
211
Advisor Group
Phoenix,
Arizona
| – | +$896 | +20 | New |
|
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.