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Applied Industrial Technologies
AIT

247 hedge funds and large institutions have $2.75B invested in Applied Industrial Technologies in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 88 increasing their positions, 94 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $3.18M | Put options by funds: $1.9M

10% more capital invested

Capital invested by funds: $2.5B → $2.75B (+$247M)

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

0% more funds holding

Funds holding: 247 → 247 (0)

6% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 94

1.49% less ownership

Funds ownership: 92.16% → 90.67% (-1.5%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
247
Holders Change
–
Holders Change %
0%
% of All Funds
5.65%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
25
Increased
88
Reduced
94
Closed
24
Calls
$3.18M
Puts
$1.9M
Net Calls
+$1.28M
Net Calls Change
-$10M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$18.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$14.3M
3
Macquarie Group
Macquarie Group
Australia
+$13.7M
4
Millennium Management
Millennium Management
New York
+$8.72M
5
BlackRock
BlackRock
New York
+$7.57M

Top Sellers

1
HA
Homestead Advisers
Virginia
-$34.7M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$23.9M
3
ABC
Anchor Bolt Capital
Illinois
-$18.6M
4
Prudential Financial
Prudential Financial
New Jersey
-$10.6M
5
IECM
Intrinsic Edge Capital Management
Illinois
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$477M +$7.57M +100,031 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$304M +$3.55M +46,906 +1%
JP Morgan Chase
3
JP Morgan Chase
New York
$185M +$18.3M +241,427 +11%
State Street
4
State Street
Massachusetts
$96.1M +$5.65M +74,635 +6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$93.7M +$323K +4,270 +0.4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$85.9M +$14.3M +188,411 +21%
Wells Fargo
7
Wells Fargo
California
$78.4M -$1.94M -25,619 -2%
Macquarie Group
8
Macquarie Group
Australia
$67.9M +$13.7M +181,231 +26%
Norges Bank
9
Norges Bank
Norway
$65.4M – – –
Adage Capital Partners
10
Adage Capital Partners
Massachusetts
$64.7M -$23.9M -315,792 -28%
HA
11
Homestead Advisers
Virginia
$57.9M -$34.7M -458,000 -38%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$57.4M -$201K -2,650 -0.4%
Victory Capital Management
13
Victory Capital Management
Texas
$52.6M +$721K +9,528 +1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$47.9M +$785K +10,377 +2%
Northern Trust
15
Northern Trust
Illinois
$47M -$331K -4,369 -0.7%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$45.9M -$1.65M -21,852 -4%
PCM
17
Palisade Capital Management
New Jersey
$41.6M -$864K -11,420 -2%
Robeco Institutional Asset Management
18
Robeco Institutional Asset Management
Netherlands
$40.6M -$1.47M -19,421 -4%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$36.6M -$2.1M -27,790 -6%
BTW
20
Boston Trust Walden
Massachusetts
$35.7M -$952K -12,585 -3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$30.1M -$8.43M -111,382 -22%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$29.7M +$1.8M +23,769 +7%
TA
23
Teachers Advisors
New York
$28.5M +$212K +2,804 +0.8%
Charles Schwab
24
Charles Schwab
California
$28.4M +$607K +8,015 +2%
Principal Financial Group
25
Principal Financial Group
Iowa
$26.5M +$1.02M +13,541 +4%
1
2 3 4 5

AIT Hedge Fund Activity: Q3 2018 in Review

247 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q3 2018, worth a combined $2.75B — up 9.9% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new AIT positions and 24 closed out — a net gain of 1 holder — while 88 added to existing stakes and 94 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $18.3M. The largest seller was Homestead Advisers, cutting an estimated $34.7M.

  • 247 institutional investors held Applied Industrial Technologies (AIT) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $2.75B of Applied Industrial Technologies stock for Q3 2018, up 9.9% quarter-over-quarter.
  • 25 funds opened new Applied Industrial Technologies positions in Q3 2018 and 24 closed out, a net change of +1 holder.
  • The largest Applied Industrial Technologies buyer in Q3 2018 was JP Morgan Chase, an estimated $18.3M added.
  • The largest Applied Industrial Technologies seller in Q3 2018 was Homestead Advisers, an estimated $34.7M sold.

Based on aggregated 13F filings for Q3 2018.