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Applied Industrial Technologies

242 hedge funds and large institutions have $2.36B invested in Applied Industrial Technologies in 2017 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 80 increasing their positions, 84 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more call options, than puts

Call options by funds: $960K | Put options by funds: $232K

120% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 20

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

11% more funds holding

Funds holding: 219242 (+23)

3% more capital invested

Capital invested by funds: $2.3B → $2.36B (+$63.1M)

0.61% less ownership

Funds ownership: 90.07%89.46% (-0.61%)

5% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 84

Holders
242
Holders Change
+23
Holders Change %
+10.5%
% of All Funds
5.49%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
44
Increased
80
Reduced
84
Closed
20
Calls
$960K
Puts
$232K
Net Calls
+$728K
Net Calls Change
+$2.64M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$413M +$10.1M +159,368 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$259M -$1.78M -28,028 -0.7%
JP Morgan Chase
3
JP Morgan Chase
New York
$132M -$628K -9,878 -0.5%
HA
4
Homestead Advisers
Virginia
$92.7M
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$80.5M +$289K +4,535 +0.4%
State Street
6
State Street
Massachusetts
$80M +$11.7M +184,523 +19%
Victory Capital Management
7
Victory Capital Management
Texas
$66.3M -$714K -11,228 -1%
Norges Bank
8
Norges Bank
Norway
$56.9M -$3.61M -56,807 -6%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$49.8M -$1.17M -18,456 -2%
Principal Financial Group
10
Principal Financial Group
Iowa
$48.1M -$923K -14,501 -2%
FMI
11
Fiduciary Management Inc
Wisconsin
$47.4M -$1.95M -30,679 -4%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$44.5M -$10.1M -158,795 -20%
Northern Trust
13
Northern Trust
Illinois
$42M -$468K -7,352 -1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$40.6M +$1.39M +21,853 +4%
Macquarie Group
15
Macquarie Group
Australia
$39.3M +$3.12M +49,061 +9%
Prudential Financial
16
Prudential Financial
New Jersey
$38.7M +$6.91M +108,687 +24%
Robeco Institutional Asset Management
17
Robeco Institutional Asset Management
Netherlands
$38.4M -$301K -4,725 -0.8%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$34.2M -$1.72M -27,078 -5%
BTW
19
Boston Trust Walden
Massachusetts
$33.3M -$292K -4,591 -0.9%
PCM
20
Palisade Capital Management
New Jersey
$32.3M -$159K -2,505 -0.5%
Adage Capital Partners
21
Adage Capital Partners
Massachusetts
$28.8M +$24.1M +378,334 +838%
Wells Fargo
22
Wells Fargo
California
$26.7M +$1.48M +23,197 +6%
Fuller & Thaler Asset Management
23
Fuller & Thaler Asset Management
California
$25.8M -$6.77M -106,415 -22%
PAM
24
Panagora Asset Management
Massachusetts
$25.3M -$4.86M -76,450 -17%
Charles Schwab
25
Charles Schwab
California
$23.6M +$224K +3,527 +1%

AIT Hedge Fund Activity: Q4 2017 in Review

242 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q4 2017, worth a combined $2.36B — up 2.7% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AIT positions and 20 closed out — a net gain of 24 holders — while 80 added to existing stakes and 84 trimmed.

The largest buyer was Adage Capital Partners, adding an estimated $24.1M. The largest seller was Wellington Management Group, cutting an estimated $46.6M.

  • 242 institutional investors held Applied Industrial Technologies (AIT) as of Q4 2017, up from 219 in Q3 2017.
  • Funds reported $2.36B of Applied Industrial Technologies stock for Q4 2017, up 2.7% quarter-over-quarter.
  • 44 funds opened new Applied Industrial Technologies positions in Q4 2017 and 20 closed out, a net change of +24 holders.
  • The largest Applied Industrial Technologies buyer in Q4 2017 was Adage Capital Partners, an estimated $24.1M added.
  • The largest Applied Industrial Technologies seller in Q4 2017 was Wellington Management Group, an estimated $46.6M sold.

Based on aggregated 13F filings for Q4 2017.