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Applied Industrial Technologies
AIT

173 hedge funds and large institutions have $1.71B invested in Applied Industrial Technologies in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 69 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 61

1.49% more ownership

Funds ownership: 88.66% → 90.15% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

1% less funds holding

Funds holding: 175 → 173 (-2)

9% less capital invested

Capital invested by funds: $1.88B → $1.71B (-$173M)

Holders
173
Holders Change
-2
Holders Change %
-1.14%
% of All Funds
5.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
69
Reduced
61
Closed
18
Calls
$23K
Puts
–
Net Calls
+$23K
Net Calls Change
-$2K

Top Buyers

1
RA
Royce & Associates
New York
+$32M
2
Franklin Resources
Franklin Resources
California
+$8.25M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$4.38M
4
SBH
Segall Bryant & Hamill
Illinois
+$3.96M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$3.74M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$18.9M
2
WMSA
Weiss Multi-Strategy Advisers
New York
-$7.43M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$6.38M
4
AI
Analytic Investors
California
-$4.54M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$4.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1
Royce & Associates
New York
$218M +$32M +654,884 +16%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$134M -$6.38M -130,388 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$113M +$1.44M +29,496 +1%
BFA
4
BlackRock Fund Advisors
California
$96.6M -$3.14M -64,148 -3%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$87.5M -$4.06M -82,980 -4%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$60.5M +$4.38M +89,600 +7%
NRECA
7
National Rural Electric Cooperative Association
Virginia
$58.5M – – –
BIT
8
BlackRock Institutional Trust
California
$46.9M -$622K -12,713 -1%
Franklin Resources
9
Franklin Resources
California
$46.5M +$8.25M +168,628 +20%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$45.7M +$1.04M +21,300 +2%
Goldman Sachs
11
Goldman Sachs
New York
$45.4M +$3.61M +73,762 +8%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$45M +$1.88M +38,404 +4%
State Street
13
State Street
Massachusetts
$43M -$1.4M -28,621 -3%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$35.1M -$881K -18,000 -2%
Allianz Asset Management
15
Allianz Asset Management
Germany
$33.8M +$3.74M +76,400 +11%
JP Morgan Chase
16
JP Morgan Chase
New York
$30.3M +$21.4K +437 +0.1%
SAM
17
Silvercrest Asset Management
New York
$30M +$386K +7,886 +1%
Northern Trust
18
Northern Trust
Illinois
$25.2M +$272K +5,557 +1%
BG
19
Bahl & Gaynor
Ohio
$23.4M +$79.3K +1,620 +0.3%
PCM
20
Palisade Capital Management
New Jersey
$23.2M +$2.17M +44,362 +10%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$22.9M -$555K -11,335 -2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$22M -$2.2M -44,945 -9%
Norges Bank
23
Norges Bank
Norway
$19M -$18.9M -387,202 -48%
Wells Fargo
24
Wells Fargo
California
$18.4M +$1.1M +22,542 +6%
ESCM
25
Echo Street Capital Management
New York
$17.9M +$3.27M +66,908 +21%
1
2 3 4 5

AIT Hedge Fund Activity: Q3 2014 in Review

173 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q3 2014, worth a combined $1.71B — down 9.2% from $1.88B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of AIT and 17 opened new positions — a net loss of 1 holder — while 61 trimmed existing stakes and 69 added.

The largest buyer was Royce & Associates, adding an estimated $32M. The largest seller was Norges Bank, cutting an estimated $18.9M.

  • 173 institutional investors held Applied Industrial Technologies (AIT) as of Q3 2014, down from 175 in Q2 2014.
  • Funds reported $1.71B of Applied Industrial Technologies stock for Q3 2014, down 9.2% quarter-over-quarter.
  • 17 funds opened new Applied Industrial Technologies positions in Q3 2014 and 18 closed out, a net change of -1 holder.
  • The largest Applied Industrial Technologies buyer in Q3 2014 was Royce & Associates, an estimated $32M added.
  • The largest Applied Industrial Technologies seller in Q3 2014 was Norges Bank, an estimated $18.9M sold.

Based on aggregated 13F filings for Q3 2014.