Applied Industrial Technologies
176 hedge funds and large institutions have $1.8B invested in Applied Industrial Technologies in 2013 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 72 increasing their positions, 61 reducing their positions, and 17 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
35% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 17
18% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 61
4% more funds holding
Funds holding: 170 → 176 (+6)
0.23% less ownership
Funds ownership: 87.75% → 87.52% (-0.23%)
5% less capital invested
Capital invested by funds: $1.91B → $1.8B (-$103M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$16.6M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
+$12.2M |
| 3 |
AIM
AMI Investment Management
Kendallville,
Indiana
|
+$12.1M |
| 4 |
NRECA
National Rural Electric Cooperative Association
Arlington,
Virginia
|
+$11.3M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$6.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Silvercrest Asset Management
New York
|
-$25.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$23.7M |
| 3 |
CRCP
Copper Rock Capital Partners
Boston,
Massachusetts
|
-$12.1M |
| 4 |
KCP
KDI Capital Partners
Raleigh,
North Carolina
|
-$10.1M |
| 5 |
OAM
Origin Asset Management
London,
United Kingdom
|
-$7.62M |
AIT Hedge Fund Activity: Q4 2013 in Review
176 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q4 2013, worth a combined $1.8B — down 5.4% from $1.91B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new AIT positions and 17 closed out — a net gain of 6 holders — while 72 added to existing stakes and 61 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $16.6M. The largest seller was Silvercrest Asset Management, cutting an estimated $25.1M.
- 176 institutional investors held Applied Industrial Technologies (AIT) as of Q4 2013, up from 170 in Q3 2013.
- Funds reported $1.8B of Applied Industrial Technologies stock for Q4 2013, down 5.4% quarter-over-quarter.
- 23 funds opened new Applied Industrial Technologies positions in Q4 2013 and 17 closed out, a net change of +6 holders.
- The largest Applied Industrial Technologies buyer in Q4 2013 was Wellington Management Group, an estimated $16.6M added.
- The largest Applied Industrial Technologies seller in Q4 2013 was Silvercrest Asset Management, an estimated $25.1M sold.
Based on aggregated 13F filings for Q4 2013.