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Applied Industrial Technologies
AIT

214 hedge funds and large institutions have $2.07B invested in Applied Industrial Technologies in 2016 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 67 increasing their positions, 81 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

517% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 6

248% more call options, than puts

Call options by funds: $268K | Put options by funds: $77K

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

27% more capital invested

Capital invested by funds: $1.64B → $2.07B (+$434M)

15% more funds holding

Funds holding: 186 → 214 (+28)

0.75% less ownership

Funds ownership: 90.02% → 89.28% (-0.75%)

17% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 81

Holders
214
Holders Change
+28
Holders Change %
+15.05%
% of All Funds
5.35%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
37
Increased
67
Reduced
81
Closed
6
Calls
$268K
Puts
$77K
Net Calls
+$191K
Net Calls Change
+$191K

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$16.4M
2
JP Morgan Chase
JP Morgan Chase
New York
+$10.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$10.6M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$9.07M
5
Renaissance Technologies
Renaissance Technologies
New York
+$8.74M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$29.8M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$23.9M
3
RA
Royce & Associates
New York
-$22.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$20.1M
5
EAM
Edge Asset Management
Washington
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$197M +$10.6M +194,858 +6%
BFA
2
BlackRock Fund Advisors
California
$180M +$16.4M +302,076 +11%
JP Morgan Chase
3
JP Morgan Chase
New York
$110M +$10.9M +200,991 +12%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$109M +$74.9K +1,380 +0.1%
FMI
5
Fiduciary Management Inc
Wisconsin
$90M +$2.12M +39,004 +3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$82.7M -$2.35M -43,360 -3%
HA
7
Homestead Advisers
Virginia
$80.9M – – –
Victory Capital Management
8
Victory Capital Management
Texas
$73.2M -$7.02M -129,344 -9%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$72.5M -$20.1M -370,661 -23%
BIT
10
BlackRock Institutional Trust
California
$58.5M +$1.79M +33,005 +3%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$52M -$5.77M -106,280 -11%
State Street
12
State Street
Massachusetts
$50.4M +$3.78M +69,606 +9%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$39M -$29.8M -548,856 -46%
Norges Bank
14
Norges Bank
Norway
$37.4M +$1.24M +22,805 +4%
BTW
15
Boston Trust Walden
Massachusetts
$36.5M -$904K -16,643 -3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$35.3M +$303K +5,585 +0.9%
Northern Trust
17
Northern Trust
Illinois
$35M -$928K -17,085 -3%
Principal Financial Group
18
Principal Financial Group
Iowa
$34.1M -$7.34M -135,130 -19%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$33.7M +$5.44M +100,265 +21%
PCM
20
Palisade Capital Management
New Jersey
$33.1M +$36.4K +670 +0.1%
EAM
21
Edge Asset Management
Washington
$28.3M -$13.6M -251,069 -35%
Macquarie Group
22
Macquarie Group
Australia
$26.6M +$1.69M +31,200 +7%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$26.4M +$380K +7,006 +2%
BG
24
Bahl & Gaynor
Ohio
$25.4M -$5.21M -95,975 -18%
RA
25
Royce & Associates
New York
$22.2M -$22.8M -419,500 -53%
1
2 3 4 5

AIT Hedge Fund Activity: Q4 2016 in Review

214 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q4 2016, worth a combined $2.07B — up 27% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AIT positions and 6 closed out — a net gain of 31 holders — while 67 added to existing stakes and 81 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $16.4M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $29.8M.

  • 214 institutional investors held Applied Industrial Technologies (AIT) as of Q4 2016, up from 186 in Q3 2016.
  • Funds reported $2.07B of Applied Industrial Technologies stock for Q4 2016, up 27% quarter-over-quarter.
  • 37 funds opened new Applied Industrial Technologies positions in Q4 2016 and 6 closed out, a net change of +31 holders.
  • The largest Applied Industrial Technologies buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $16.4M added.
  • The largest Applied Industrial Technologies seller in Q4 2016 was Fuller & Thaler Asset Management, an estimated $29.8M sold.

Based on aggregated 13F filings for Q4 2016.