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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
AC
201
Alexandria Capital
Virginia
$33K – – –
Federated Hermes
202
Federated Hermes
Pennsylvania
$33K +$20.4K +351 +228%
TCM
203
Tradewinds Capital Management
Washington
$31K – – –
CMBA
204
C.M. Bidwell & Associates
Hawaii
$30K -$71.1K -1,225 -73%
IR
205
Invictus RG
Bermuda
$23K +$20.7K +357 New
MDCM
206
Morgan Dempsey Capital Management
Wisconsin
$22K -$10.7K -185 -35%
SSB
207
Sandy Spring Bank
Maryland
$15K – – –
PCP
208
Proficio Capital Partners
Massachusetts
$11K – – –
IA
209
IFP Advisors
Florida
$10K – – –
WT
210
Whittier Trust
California
$9K – – –
TCM
211
TD Capital Management
Tennessee
$7K +$5.98K +103 New
OAM
212
Oppenheimer Asset Management
New York
$6K – – –
GAM
213
Gemmer Asset Management
California
$5K – – –
QCG
214
Quadrant Capital Group
Ohio
$5K +$1.86K +32 +55%
VIA
215
Vantage Investment Advisors
Pennsylvania
$5K +$4.64K +80 New
PFBT
216
Parkside Financial Bank & Trust
Missouri
$1K -$20.3K -349 -95%
ASN
217
Advisory Services Network
Georgia
$1K – – –
RFA
218
Reilly Financial Advisors
California
$1K +$871 +15 New
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1.28K +22 New
CRC
220
Curi RMB Capital
Illinois
– -$5.5M -93,133 Closed
KCM
221
Kennedy Capital Management
Missouri
– -$5.02M -85,006 Closed
Citadel Advisors
222
Citadel Advisors
Florida
– -$3.94M -66,742 Closed
Acadian Asset Management
223
Acadian Asset Management
Massachusetts
– -$3.11M -52,672 Closed
NIPH
224
NN Investment Partners Holdings
Netherlands
– -$1.55M -26,310 Closed
AHC
225
Anderson Hoagland & Co
Missouri
– -$1.33M -22,491 Closed
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.