Applied Industrial Technologies
178 hedge funds and large institutions have $1.45B invested in Applied Industrial Technologies in 2015 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 21 closing their positions.
52% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 21
26% more call options, than puts
Call options by funds: $215K | Put options by funds: $170K
16% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 56
5% more funds holding
Funds holding: 169 → 178 (+9)
5% more capital invested
Capital invested by funds: $1.39B → $1.45B (+$63M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.69% less ownership
Funds ownership: 91.87% → 91.18% (-0.69%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$21.7M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$19.9M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$18.2M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$11.3M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$6.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$43.2M |
| 2 |
Neuberger Berman Group
New York
|
-$28.1M |
| 3 |
SAM
Silvercrest Asset Management
New York
|
-$11.1M |
| 4 |
ICOM
Investment Counselors of Maryland
Baltimore,
Maryland
|
-$8.09M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$6.76M |
AIT Hedge Fund Activity: Q4 2015 in Review
178 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q4 2015, worth a combined $1.45B — up 4.5% from $1.39B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new AIT positions and 21 closed out — a net gain of 11 holders — while 65 added to existing stakes and 56 trimmed.
The largest buyer was Schroder Investment Management Group, adding an estimated $21.7M. The largest seller was Royce & Associates, cutting an estimated $43.2M.
- 178 institutional investors held Applied Industrial Technologies (AIT) as of Q4 2015, up from 169 in Q3 2015.
- Funds reported $1.45B of Applied Industrial Technologies stock for Q4 2015, up 4.5% quarter-over-quarter.
- 32 funds opened new Applied Industrial Technologies positions in Q4 2015 and 21 closed out, a net change of +11 holders.
- The largest Applied Industrial Technologies buyer in Q4 2015 was Schroder Investment Management Group, an estimated $21.7M added.
- The largest Applied Industrial Technologies seller in Q4 2015 was Royce & Associates, an estimated $43.2M sold.
Based on aggregated 13F filings for Q4 2015.