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Applied Industrial Technologies

175 hedge funds and large institutions have $1.8B invested in Applied Industrial Technologies in 2013 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

15% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 62

3% more funds holding

Funds holding: 170175 (+5)

0.49% less ownership

Funds ownership: 88.01%87.52% (-0.49%)

6% less capital invested

Capital invested by funds: $1.91B → $1.8B (-$108M)

Holders
175
Holders Change
+5
Holders Change %
+2.94%
% of All Funds
5.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
22
Increased
71
Reduced
62
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$197M -$4.24M -87,000 -2%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$158M +$1.87M +38,425 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$116M +$4.67M +95,880 +4%
BFA
4
BlackRock Fund Advisors
California
$115M +$2.72M +55,803 +2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$97.5M +$16.6M +339,839 +21%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$59.6M +$6.13M +125,800 +12%
NRECA
7
National Rural Electric Cooperative Association
Virginia
$58.5M +$11.3M +232,040 +24%
BIT
8
BlackRock Institutional Trust
California
$54.1M +$336K +6,895 +0.6%
Goldman Sachs
9
Goldman Sachs
New York
$51.9M +$4.58M +94,087 +10%
State Street
10
State Street
Massachusetts
$47.4M -$413K -8,474 -0.9%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$39M +$759K +15,579 +2%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$38.4M -$419K -8,600 -1%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$38.3M -$23.7M -486,053 -38%
Allianz Asset Management
14
Allianz Asset Management
Germany
$33.6M +$653K +13,400 +2%
Franklin Resources
15
Franklin Resources
California
$33M +$395K +8,100 +1%
JP Morgan Chase
16
JP Morgan Chase
New York
$31.8M +$1.9M +38,907 +6%
Northern Trust
17
Northern Trust
Illinois
$31.4M -$1.26M -25,896 -4%
SAM
18
Silvercrest Asset Management
New York
$28.3M -$25.1M -514,674 -47%
Luther King Capital Management (LKCM)
19
Luther King Capital Management (LKCM)
Texas
$26.7M -$1.26M -25,920 -5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$26.5M +$1.79M +36,785 +7%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$25.5M +$1.73M +35,541 +7%
BG
22
Bahl & Gaynor
Ohio
$25.1M +$41.9K +860 +0.2%
Lord, Abbett & Co
23
Lord, Abbett & Co
New Jersey
$23.5M -$2.46M -50,400 -10%
PCM
24
Palisade Capital Management
New Jersey
$21.6M +$1.45M +29,833 +7%
Norges Bank
25
Norges Bank
Norway
$19.7M