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Applied Industrial Technologies
AIT

253 hedge funds and large institutions have $2.58B invested in Applied Industrial Technologies in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 75 increasing their positions, 95 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $605K

39% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 31

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

9% more capital invested

Capital invested by funds: $2.36B → $2.58B (+$214M)

5% more funds holding

Funds holding: 242 → 253 (+11)

2% more ownership

Funds ownership: 89.46% → 91.47% (+2%)

21% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 95

Holders
253
Holders Change
+11
Holders Change %
+4.55%
% of All Funds
5.8%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
43
Increased
75
Reduced
95
Closed
31
Calls
$1.21M
Puts
$605K
Net Calls
+$605K
Net Calls Change
-$123K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$60.3M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$36.3M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$27.7M
4
RI
Redwood Investments
Massachusetts
+$24.5M
5
CRCP
Copper Rock Capital Partners
Massachusetts
+$19.5M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$27.5M
2
BlackRock
BlackRock
New York
-$25.9M
3
Millennium Management
Millennium Management
New York
-$20.4M
4
JP Morgan Chase
JP Morgan Chase
New York
-$17.7M
5
Renaissance Technologies
Renaissance Technologies
New York
-$17.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$415M -$25.9M -360,508 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$278M -$144K -2,012 -0.1%
JP Morgan Chase
3
JP Morgan Chase
New York
$123M -$17.7M -246,742 -13%
HA
4
Homestead Advisers
Virginia
$99.2M – – –
Wells Fargo
5
Wells Fargo
California
$89.9M +$60.3M +841,018 +214%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$86.4M +$226K +3,154 +0.3%
State Street
7
State Street
Massachusetts
$74.8M -$10.6M -148,459 -13%
Adage Capital Partners
8
Adage Capital Partners
Massachusetts
$67.7M +$36.3M +505,422 +119%
Norges Bank
9
Norges Bank
Norway
$60.9M -$65.1K -908 -0.1%
Victory Capital Management
10
Victory Capital Management
Texas
$60.4M -$10.4M -144,895 -15%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$46.2M -$1.44M -20,009 -3%
Northern Trust
12
Northern Trust
Illinois
$45.2M +$234K +3,260 +0.5%
Macquarie Group
13
Macquarie Group
Australia
$45.1M +$3.05M +42,572 +7%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$44.6M -$8.6M -119,969 -16%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$44.2M +$7.44M +103,700 +21%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$42.6M -$906K -12,625 -2%
Robeco Institutional Asset Management
17
Robeco Institutional Asset Management
Netherlands
$40.4M -$721K -10,050 -2%
Prudential Financial
18
Prudential Financial
New Jersey
$40.3M -$1.03M -14,407 -3%
Fuller & Thaler Asset Management
19
Fuller & Thaler Asset Management
California
$39.9M +$12.1M +169,060 +45%
FMI
20
Fiduciary Management Inc
Wisconsin
$35.2M -$15.3M -212,994 -31%
BTW
21
Boston Trust Walden
Massachusetts
$34M -$1.64M -22,851 -5%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$31.7M +$27.7M +386,133 +792%
PCM
23
Palisade Capital Management
New Jersey
$31.6M -$2.9M -40,379 -9%
TA
24
Teachers Advisors
New York
$26.1M +$13.8M +192,272 +116%
Charles Schwab
25
Charles Schwab
California
$26M +$727K +10,131 +3%
1
2 3 4 5

AIT Hedge Fund Activity: Q1 2018 in Review

253 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q1 2018, worth a combined $2.58B — up 9.1% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new AIT positions and 31 closed out — a net gain of 12 holders — while 75 added to existing stakes and 95 trimmed.

The largest buyer was Wells Fargo, adding an estimated $60.3M. The largest seller was Principal Financial Group, cutting an estimated $27.5M.

  • 253 institutional investors held Applied Industrial Technologies (AIT) as of Q1 2018, up from 242 in Q4 2017.
  • Funds reported $2.58B of Applied Industrial Technologies stock for Q1 2018, up 9.1% quarter-over-quarter.
  • 43 funds opened new Applied Industrial Technologies positions in Q1 2018 and 31 closed out, a net change of +12 holders.
  • The largest Applied Industrial Technologies buyer in Q1 2018 was Wells Fargo, an estimated $60.3M added.
  • The largest Applied Industrial Technologies seller in Q1 2018 was Principal Financial Group, an estimated $27.5M sold.

Based on aggregated 13F filings for Q1 2018.