Applied Industrial Technologies
170 hedge funds and large institutions have $1.91B invested in Applied Industrial Technologies in 2013 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 77 reducing their positions, and 12 closing their positions.
92% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 12
6% more funds holding
Funds holding: 161 → 170 (+9)
3% more capital invested
Capital invested by funds: $1.86B → $1.91B (+$51.4M)
8.18% less ownership
Funds ownership: 95.93% → 87.75% (-8.2%)
34% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 77
47% less call options, than puts
Call options by funds: $41K | Put options by funds: $77K
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$24M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$13.7M |
| 3 |
TCP
TAMRO Capital Partners
Alexandria,
Virginia
|
+$11.7M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$11.3M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$4.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$43.7M |
| 2 |
IVA
International Value Advisers
|
-$36.6M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$21.3M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$17M |
| 5 |
PCMI
Paradigm Capital Management Inc
Albany,
New York
|
-$10.7M |
AIT Hedge Fund Activity: Q3 2013 in Review
170 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q3 2013, worth a combined $1.91B — up 2.8% from $1.86B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new AIT positions and 12 closed out — a net gain of 11 holders — while 51 added to existing stakes and 77 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $24M. The largest seller was Royce & Associates, cutting an estimated $43.7M.
- 170 institutional investors held Applied Industrial Technologies (AIT) as of Q3 2013, up from 161 in Q2 2013.
- Funds reported $1.91B of Applied Industrial Technologies stock for Q3 2013, up 2.8% quarter-over-quarter.
- 23 funds opened new Applied Industrial Technologies positions in Q3 2013 and 12 closed out, a net change of +11 holders.
- The largest Applied Industrial Technologies buyer in Q3 2013 was Wellington Management Group, an estimated $24M added.
- The largest Applied Industrial Technologies seller in Q3 2013 was Royce & Associates, an estimated $43.7M sold.
Based on aggregated 13F filings for Q3 2013.