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Applied Industrial Technologies

226 hedge funds and large institutions have $2.08B invested in Applied Industrial Technologies in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 86 increasing their positions, 78 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 78

9% more capital invested

Capital invested by funds: $1.91B → $2.08B (+$165M)

5% less call options, than puts

Call options by funds: $1.32M | Put options by funds: $1.39M

1.36% less ownership

Funds ownership: 91.43%90.07% (-1.4%)

6% less funds holding

Funds holding: 240226 (-14)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

36% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 36

Holders
226
Holders Change
-14
Holders Change %
-5.83%
% of All Funds
4.89%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
23
Increased
86
Reduced
78
Closed
36
Calls
$1.32M
Puts
$1.39M
Net Calls
-$73K
Net Calls Change
+$46K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$392M +$13.2M +227,110 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$241M +$4.91M +84,716 +2%
JP Morgan Chase
3
JP Morgan Chase
New York
$151M -$1M -17,248 -0.7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$75M +$2.8M +48,328 +4%
State Street
5
State Street
Massachusetts
$73.5M +$986K +17,013 +1%
Victory Capital Management
6
Victory Capital Management
Texas
$62.6M +$21.8M +375,980 +56%
Macquarie Group
7
Macquarie Group
Australia
$59.8M -$1.66M -28,580 -3%
Wells Fargo
8
Wells Fargo
California
$56.4M +$2.74M +47,191 +5%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$53M -$10M -173,207 -16%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$45.9M +$3.53M +60,837 +9%
HA
11
Homestead Advisers
Virginia
$39.3M -$4.58M -79,000 -11%
Norges Bank
12
Norges Bank
Norway
$38.9M -$10.5M -180,959 -22%
Northern Trust
13
Northern Trust
Illinois
$35.4M +$104K +1,801 +0.3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$34.6M +$82K +1,415 +0.2%
Adage Capital Partners
15
Adage Capital Partners
Massachusetts
$34.5M
Wellington Management Group
16
Wellington Management Group
Massachusetts
$34.5M +$622K +10,729 +2%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$32.6M -$1.02M -17,553 -3%
PCM
18
Palisade Capital Management
New Jersey
$28.3M +$1.33M +22,934 +5%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$27.2M +$2.71M +46,681 +11%
BTW
20
Boston Trust Walden
Massachusetts
$26.9M +$215K +3,705 +0.8%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$23.7M +$18.3M +316,136 +381%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$23.1M +$1.98M +34,158 +10%
Charles Schwab
23
Charles Schwab
California
$23.1M +$1.86M +32,162 +9%
TA
24
Teachers Advisors
New York
$22.1M -$10.7K -184 -0%
Ameriprise
25
Ameriprise
Minnesota
$22M +$1.54M +26,606 +8%

AIT Hedge Fund Activity: Q1 2019 in Review

226 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q1 2019, worth a combined $2.08B — up 8.6% from $1.91B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of AIT and 23 opened new positions — a net loss of 13 holders — while 78 trimmed existing stakes and 86 added.

The largest buyer was Victory Capital Management, adding an estimated $21.8M. The largest seller was Robeco Institutional Asset Management, exiting entirely with an estimated $28M sold.

  • 226 institutional investors held Applied Industrial Technologies (AIT) as of Q1 2019, down from 240 in Q4 2018.
  • Funds reported $2.08B of Applied Industrial Technologies stock for Q1 2019, up 8.6% quarter-over-quarter.
  • 23 funds opened new Applied Industrial Technologies positions in Q1 2019 and 36 closed out, a net change of -13 holders.
  • The largest Applied Industrial Technologies buyer in Q1 2019 was Victory Capital Management, an estimated $21.8M added.
  • The largest Applied Industrial Technologies seller in Q1 2019 was Robeco Institutional Asset Management, an estimated $28M sold.

Based on aggregated 13F filings for Q1 2019.