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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
FIM
201
Freedom Investment Management
Connecticut
$202K -$23.4K -309 -10%
PI
202
PEAK6 Investments
Illinois
$184K +$178K +2,348 New
BNP Paribas Financial Markets
203
BNP Paribas Financial Markets
France
$174K -$34.7K -458 -17%
IUHSA
204
Itau Unibanco Holding S.A.
Brazil
$164K +$5.45K +72 +4%
FMT
205
First Mercantile Trust
Tennessee
$155K +$1.51K +20 +1%
AG
206
Advisor Group
Arizona
$155K +$63K +833 +72%
PAM
207
Paradigm Asset Management
New York
$141K – – –
BLA
208
Balter Liquid Alternatives
Massachusetts
$115K -$579K -7,653 -84%
LIA
209
LS Investment Advisors
Michigan
$87K -$5.22K -69 -6%
EA
210
Elm Advisors
California
$78K +$75.7K +1,000 New
WAM
211
Wealthspire Advisors (Maryland)
Maryland
$73K +$2.04K +27 +3%
LTFS
212
Ladenburg Thalmann Financial Services
Florida
$71K +$2.19K +29 +3%
VCM
213
Versant Capital Management
Arizona
$68K – – –
RCAG
214
Rehmann Capital Advisory Group
Michigan
$62.3K -$192K -2,536 -76%
MDCM
215
Morgan Dempsey Capital Management
Wisconsin
$62K – – –
MOACM
216
Mutual of America Capital Management
New York
$58K +$45.3K +599 +422%
SWA
217
Sutton Wealth Advisors
Florida
$54.5K – – –
Federated Hermes
218
Federated Hermes
Pennsylvania
$47K -$5.6K -74 -11%
AssetMark Inc
219
AssetMark Inc
California
$39K – – –
TCM
220
Tradewinds Capital Management
Washington
$37K – – –
CMBA
221
C.M. Bidwell & Associates
Hawaii
$36K – – –
MAM
222
Meeder Asset Management
Ohio
$35K -$4.46K -59 -12%
BAM
223
Bruderman Asset Management
New York
$30K -$14.7K -194 -34%
PCG
224
Private Capital Group
Connecticut
$25K +$1.36K +18 +6%
OSAM
225
O'Shaughnessy Asset Management
Connecticut
$20K -$1.14K -15 -5%
7 8
9
10 11

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.