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Applied Industrial Technologies
AIT

187 hedge funds and large institutions have $1.52B invested in Applied Industrial Technologies in 2016 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 79 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

52% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 52

6% more funds holding

Funds holding: 177 → 187 (+10)

5% more capital invested

Capital invested by funds: $1.45B → $1.52B (+$67.8M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1.37% less ownership

Funds ownership: 91.2% → 89.83% (-1.4%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $421K

Holders
187
Holders Change
+10
Holders Change %
+5.65%
% of All Funds
4.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
25
Increased
79
Reduced
52
Closed
13
Calls
–
Puts
$421K
Net Calls
-$421K
Net Calls Change
-$466K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$18.5M
2
Victory Capital Management
Victory Capital Management
Texas
+$9.85M
3
JP Morgan Chase
JP Morgan Chase
New York
+$8.67M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$8.33M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$6.7M

Top Sellers

1
RA
Royce & Associates
New York
-$29.5M
2
SAM
Silvercrest Asset Management
New York
-$21.7M
3
GAM
Gotham Asset Management
New York
-$16.2M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$11.4M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$129M +$5.62M +142,622 +5%
BFA
2
BlackRock Fund Advisors
California
$110M +$650K +16,494 +0.7%
RA
3
Royce & Associates
New York
$86.3M -$29.5M -747,266 -27%
FMI
4
Fiduciary Management Inc
Wisconsin
$70.3M -$5.27M -133,729 -8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$62.6M +$5.5M +139,575 +11%
HA
6
Homestead Advisers
Virginia
$59.1M +$53.7M +1,361,359 New
Neuberger Berman Group
7
Neuberger Berman Group
New York
$58.9M -$10.9M -276,100 -17%
Victory Capital Management
8
Victory Capital Management
Texas
$54.9M +$9.85M +249,812 +25%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$54.6M +$18.5M +469,779 +60%
JP Morgan Chase
10
JP Morgan Chase
New York
$53.2M +$8.67M +219,797 +22%
Allianz Asset Management
11
Allianz Asset Management
Germany
$51.1M -$9.21M -233,503 -17%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$43.8M +$8.33M +211,188 +27%
BIT
13
BlackRock Institutional Trust
California
$42.5M +$508K +12,883 +1%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$42.2M +$6.54M +165,950 +21%
State Street
15
State Street
Massachusetts
$34M -$1.21M -30,813 -4%
EAM
16
Edge Asset Management
Washington
$29M -$2.77M -70,136 -9%
Principal Financial Group
17
Principal Financial Group
Iowa
$28.9M -$596K -15,121 -2%
BTW
18
Boston Trust Walden
Massachusetts
$27.4M +$4.66M +118,319 +23%
Northern Trust
19
Northern Trust
Illinois
$26M +$912K +23,138 +4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$25.9M +$968K +24,563 +4%
PCM
21
Palisade Capital Management
New Jersey
$23.9M +$16.9K +428 +0.1%
Norges Bank
22
Norges Bank
Norway
$23.2M – – –
BG
23
Bahl & Gaynor
Ohio
$22.6M +$5.32K +135 +0%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$20.6M +$38.9K +987 +0.2%
Macquarie Group
25
Macquarie Group
Australia
$19.5M +$3.05M +77,272 +21%
1
2 3 4 5

AIT Hedge Fund Activity: Q1 2016 in Review

187 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q1 2016, worth a combined $1.52B — up 4.7% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new AIT positions and 13 closed out — a net gain of 12 holders — while 79 added to existing stakes and 52 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $18.5M. The largest seller was Royce & Associates, cutting an estimated $29.5M.

  • 187 institutional investors held Applied Industrial Technologies (AIT) as of Q1 2016, up from 177 in Q4 2015.
  • Funds reported $1.52B of Applied Industrial Technologies stock for Q1 2016, up 4.7% quarter-over-quarter.
  • 25 funds opened new Applied Industrial Technologies positions in Q1 2016 and 13 closed out, a net change of +12 holders.
  • The largest Applied Industrial Technologies buyer in Q1 2016 was Wellington Management Group, an estimated $18.5M added.
  • The largest Applied Industrial Technologies seller in Q1 2016 was Royce & Associates, an estimated $29.5M sold.

Based on aggregated 13F filings for Q1 2016.