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Applied Industrial Technologies
AIT

219 hedge funds and large institutions have $2.3B invested in Applied Industrial Technologies in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 65 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 65

12% more capital invested

Capital invested by funds: $2.05B → $2.3B (+$249M)

1.02% more ownership

Funds ownership: 89.06% → 90.07% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

1% less funds holding

Funds holding: 222 → 219 (-3)

58% less call options, than puts

Call options by funds: $1.39M | Put options by funds: $3.3M

Holders
219
Holders Change
-3
Holders Change %
-1.35%
% of All Funds
5.46%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
86
Reduced
65
Closed
29
Calls
$1.39M
Puts
$3.3M
Net Calls
-$1.91M
Net Calls Change
-$2.32M

Top Buyers

1
BlackRock
BlackRock
New York
+$17.8M
2
Millennium Management
Millennium Management
New York
+$11.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$10.2M
4
Norges Bank
Norges Bank
Norway
+$9.03M
5
American Century Companies
American Century Companies
Missouri
+$7.53M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$76.7M
2
BG
Bahl & Gaynor
Ohio
-$8.37M
3
CRC
Curi RMB Capital
Illinois
-$5.5M
4
KCM
Kennedy Capital Management
Missouri
-$5.02M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$4.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$388M +$17.8M +307,308 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$253M +$10.2M +175,773 +5%
JP Morgan Chase
3
JP Morgan Chase
New York
$126M -$3.5M -60,327 -3%
HA
4
Homestead Advisers
Virginia
$89.6M – – –
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$77.5M +$3.96M +68,270 +6%
State Street
6
State Street
Massachusetts
$65.2M -$764K -13,168 -1%
Victory Capital Management
7
Victory Capital Management
Texas
$64.8M +$3.35M +57,789 +6%
Norges Bank
8
Norges Bank
Norway
$58.8M +$9.03M +155,520 +21%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$53.5M -$1.38M -23,783 -3%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$51.5M +$2.83M +48,780 +7%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$49.4M -$304K -5,233 -0.7%
FMI
12
Fiduciary Management Inc
Wisconsin
$47.8M -$247K -4,255 -0.6%
Principal Financial Group
13
Principal Financial Group
Iowa
$47.5M +$204K +3,508 +0.5%
Northern Trust
14
Northern Trust
Illinois
$41.1M -$312K -5,370 -0.9%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$37.8M -$466K -8,034 -1%
Robeco Institutional Asset Management
16
Robeco Institutional Asset Management
Netherlands
$37.4M -$4.9M -84,410 -13%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$34.9M +$2.17M +37,449 +8%
Macquarie Group
18
Macquarie Group
Australia
$34.7M -$1.82M -31,299 -6%
BTW
19
Boston Trust Walden
Massachusetts
$32.5M +$2.17M +37,388 +8%
Fuller & Thaler Asset Management
20
Fuller & Thaler Asset Management
California
$31.9M +$12.8K +221 +0%
PCM
21
Palisade Capital Management
New Jersey
$31.4M +$512K +8,827 +2%
Prudential Financial
22
Prudential Financial
New Jersey
$30.2M +$1.31M +22,600 +5%
PAM
23
Panagora Asset Management
Massachusetts
$29.5M +$1.77M +30,416 +7%
Millennium Management
24
Millennium Management
New York
$27.6M +$11.2M +192,867 +85%
Wells Fargo
25
Wells Fargo
California
$24.3M +$6.68M +115,166 +45%
1
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AIT Hedge Fund Activity: Q3 2017 in Review

219 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q3 2017, worth a combined $2.3B — up 12% from $2.05B a quarter earlier.

Fund positioning in AIT was balanced in Q3 2017: 29 funds opened new positions, 29 closed out, 86 added to existing stakes and 65 trimmed.

The largest buyer was BlackRock, adding an estimated $17.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $76.7M.

  • 219 institutional investors held Applied Industrial Technologies (AIT) as of Q3 2017, down from 222 in Q2 2017.
  • Funds reported $2.3B of Applied Industrial Technologies stock for Q3 2017, up 12% quarter-over-quarter.
  • 29 funds opened new Applied Industrial Technologies positions in Q3 2017 and 29 closed out, a net change of 0 holders.
  • The largest Applied Industrial Technologies buyer in Q3 2017 was BlackRock, an estimated $17.8M added.
  • The largest Applied Industrial Technologies seller in Q3 2017 was T. Rowe Price Associates, an estimated $76.7M sold.

Based on aggregated 13F filings for Q3 2017.