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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
PCM
201
Prelude Capital Management
New York
$31K -$19.2K -354 -41%
AC
202
Alexandria Capital
Virginia
$30K – – –
TCM
203
Tradewinds Capital Management
Washington
$28K – – –
PFBT
204
Parkside Financial Bank & Trust
Missouri
$22K +$1.03K +19 +5%
PCP
205
Proficio Capital Partners
Massachusetts
$18K -$9.83K -181 -37%
SSB
206
Sandy Spring Bank
Maryland
$13K – – –
NFG
207
Next Financial Group
Texas
$12K – – –
IUHSA
208
Itau Unibanco Holding S.A.
Brazil
$10K +$1.09K +20 +14%
IA
209
IFP Advisors
Florida
$9K -$434 -8 -5%
GAM
210
Gemmer Asset Management
California
$4K – – –
TSW
211
Thompson Siegel & Walmsley
Virginia
$4K +$3.85K +71 New
Federated Hermes
212
Federated Hermes
Pennsylvania
$2K -$8.79K -162 -79%
QCG
213
Quadrant Capital Group
Ohio
$2K – – –
Allianz Asset Management
214
Allianz Asset Management
Germany
– -$23.9M -512,000 Closed
Arrowstreet Capital
215
Arrowstreet Capital
Massachusetts
– -$740K -15,828 Closed
BCM
216
BlueCrest Capital Management
Jersey
– -$467K -10,002 Closed
CIBC Asset Management
217
CIBC Asset Management
Ontario, Canada
– -$224K -4,802 Closed
VRS
218
Virginia Retirement Systems
Virginia
– -$224K -4,800 Closed
IR
219
Invictus RG
Bermuda
– -$4K -75 Closed
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.