Applied Industrial Technologies
188 hedge funds and large institutions have $1.53B invested in Applied Industrial Technologies in 2016 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 80 increasing their positions, 51 reducing their positions, and 13 closing their positions.
92% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 13
57% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 51
6% more funds holding
Funds holding: 178 → 188 (+10)
5% more capital invested
Capital invested by funds: $1.45B → $1.53B (+$78.6M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.35% less ownership
Funds ownership: 91.18% → 89.83% (-1.4%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $421K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$18.5M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$9.85M |
| 3 |
JP Morgan Chase
New York
|
+$8.67M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$8.33M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$6.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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
London,
United Kingdom
|
-$11.4M |
| 5 |
Neuberger Berman Group
New York
|
-$10.9M |
AIT Hedge Fund Activity: Q1 2016 in Review
188 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q1 2016, worth a combined $1.53B — up 5.4% 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 80 added to existing stakes and 51 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $18.5M. The largest seller was Royce & Associates, cutting an estimated $29.5M.
- 188 institutional investors held Applied Industrial Technologies (AIT) as of Q1 2016, up from 178 in Q4 2015.
- Funds reported $1.53B of Applied Industrial Technologies stock for Q1 2016, up 5.4% 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.