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Applied Industrial Technologies

186 hedge funds and large institutions have $1.64B invested in Applied Industrial Technologies in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 68 increasing their positions, 71 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $1.62B → $1.64B (+$19.3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 71

2.21% less ownership

Funds ownership: 92.24%90.02% (-2.2%)

7% less funds holding

Funds holding: 199186 (-13)

48% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 27

Holders
186
Holders Change
-13
Holders Change %
-6.53%
% of All Funds
4.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
68
Reduced
71
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$146M +$5.34M +114,361 +4%
BFA
2
BlackRock Fund Advisors
California
$127M +$9.36M +200,470 +8%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$85.7M +$40.1M +860,339 +88%
JP Morgan Chase
4
JP Morgan Chase
New York
$76.8M +$9.62M +206,132 +14%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$74.4M +$761K +16,311 +1%
FMI
6
Fiduciary Management Inc
Wisconsin
$69M -$1.7M -36,325 -2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$67.1M -$1.41M -30,211 -2%
Victory Capital Management
8
Victory Capital Management
Texas
$63.6M +$2.92M +62,562 +5%
HA
9
Homestead Advisers
Virginia
$63.6M
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$56.4M -$445K -9,535 -0.8%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$45.9M -$2.73M -58,475 -6%
BIT
12
BlackRock Institutional Trust
California
$44.5M +$429K +9,188 +1%
RA
13
Royce & Associates
New York
$37.1M -$25.7M -549,800 -41%
State Street
14
State Street
Massachusetts
$36.4M +$880K +18,867 +2%
EAM
15
Edge Asset Management
Washington
$34M +$2.07M +44,292 +6%
Principal Financial Group
16
Principal Financial Group
Iowa
$33.2M +$1.04M +22,257 +3%
BTW
17
Boston Trust Walden
Massachusetts
$29.5M +$172K +3,688 +0.6%
Northern Trust
18
Northern Trust
Illinois
$28.3M +$332K +7,117 +1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$27.5M +$1.08M +23,230 +4%
Norges Bank
20
Norges Bank
Norway
$27.1M +$4.51M +96,629 +19%
PCM
21
Palisade Capital Management
New Jersey
$26M +$492K +10,540 +2%
BG
22
Bahl & Gaynor
Ohio
$24.4M +$82.6K +1,770 +0.3%
Allianz Asset Management
23
Allianz Asset Management
Germany
$23.9M -$25.8M -552,500 -52%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$21.8M -$246K -5,261 -1%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$20.4M +$8.22M +176,221 +68%