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Applied Industrial Technologies

222 hedge funds and large institutions have $2.05B invested in Applied Industrial Technologies in 2017 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 79 increasing their positions, 82 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

7% more funds holding

Funds holding: 208222 (+14)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.59% less ownership

Funds ownership: 89.65%89.06% (-0.59%)

4% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 82

5% less capital invested

Capital invested by funds: $2.16B → $2.05B (-$109M)

Holders
222
Holders Change
+14
Holders Change %
+6.73%
% of All Funds
5.53%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
79
Reduced
82
Closed
11
Calls
$407K
Puts
Net Calls
+$407K
Net Calls Change
+$444K
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
201
Bruderman Asset Management
New York
$34K +$35.3K +576 New
AG
202
Advisor Group
Arizona
$33K -$2.57K -42 -7%
MDCM
203
Morgan Dempsey Capital Management
Wisconsin
$31K -$1.16K -19 -3%
AC
204
Alexandria Capital
Virginia
$30K
TCM
205
Tradewinds Capital Management
Washington
$28K
PCM
206
Prelude Capital Management
New York
$27K -$17.5K -285 -38%
PFBT
207
Parkside Financial Bank & Trust
Missouri
$22K -$1.1K -18 -5%
MLFP
208
MPS Loria Financial Planners
Illinois
$17K +$18.4K +300 New
SSB
209
Sandy Spring Bank
Maryland
$13K
IPC
210
Independent Portfolio Consultants
Florida
$12K -$31.2K -510 -72%
IA
211
IFP Advisors
Florida
$9K
PCP
212
Proficio Capital Partners
Massachusetts
$9K
Federated Hermes
213
Federated Hermes
Pennsylvania
$9K +$3.31K +54 +54%
WT
214
Whittier Trust
California
$8K
WA
215
Winfield Associates
Ohio
$7K +$7.11K +116 New
OAM
216
Oppenheimer Asset Management
New York
$5K
GAM
217
Gemmer Asset Management
California
$4K
MFW
218
Mosaic Family Wealth
Missouri
$3K +$3.12K +51 New
QCG
219
Quadrant Capital Group
Ohio
$1K -$2.57K -42 -42%
ASN
220
Advisory Services Network
Georgia
$1K
Point72 Asset Management
221
Point72 Asset Management
Connecticut
-$4.34M -70,200 Closed
Two Sigma Advisers
222
Two Sigma Advisers
New York
-$1.05M -17,013 Closed
Credit Agricole
223
Credit Agricole
France
-$146K -13,125 Closed
SW
224
SVB Wealth
Massachusetts
-$636K -10,287 Closed
N
225
Natixis
France
-$259K -4,194 Closed