Applied Industrial Technologies
169 hedge funds and large institutions have $1.39B invested in Applied Industrial Technologies in 2015 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 54 reducing their positions, and 28 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
108% more call options, than puts
Call options by funds: $237K | Put options by funds: $114K
20% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 54
4.19% more ownership
Funds ownership: 87.68% → 91.87% (+4.2%)
1% less capital invested
Capital invested by funds: $1.4B → $1.39B (-$7.36M)
6% less funds holding
Funds holding: 179 → 169 (-10)
29% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$32.8M |
| 2 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$24M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$22.3M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$20.6M |
| 5 |
GAM
Gotham Asset Management
New York
|
+$16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$23.8M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$17M |
| 3 |
TA
Teachers Advisors
New York
|
-$8.21M |
| 4 |
Lazard Asset Management
New York
|
-$7.99M |
| 5 |
Two Sigma Investments
New York
|
-$5.79M |
AIT Hedge Fund Activity: Q3 2015 in Review
169 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q3 2015, worth a combined $1.39B — down 0.53% from $1.4B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of AIT and 20 opened new positions — a net loss of 8 holders — while 54 trimmed existing stakes and 65 added.
The largest buyer was JP Morgan Chase, adding an estimated $32.8M. The largest seller was Royce & Associates, cutting an estimated $23.8M.
- 169 institutional investors held Applied Industrial Technologies (AIT) as of Q3 2015, down from 179 in Q2 2015.
- Funds reported $1.39B of Applied Industrial Technologies stock for Q3 2015, down 0.53% quarter-over-quarter.
- 20 funds opened new Applied Industrial Technologies positions in Q3 2015 and 28 closed out, a net change of -8 holders.
- The largest Applied Industrial Technologies buyer in Q3 2015 was JP Morgan Chase, an estimated $32.8M added.
- The largest Applied Industrial Technologies seller in Q3 2015 was Royce & Associates, an estimated $23.8M sold.
Based on aggregated 13F filings for Q3 2015.