Applied Industrial Technologies
216 hedge funds and large institutions have $2.16B invested in Applied Industrial Technologies in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 79 increasing their positions, 77 reducing their positions, and 26 closing their positions.
4% more capital invested
Capital invested by funds: $2.08B → $2.16B (+$78.4M)
3% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 77
0.75% more ownership
Funds ownership: 90.15% → 90.9% (+0.75%)
4% less funds holding
Funds holding: 226 → 216 (-10)
15% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 26
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
57% less call options, than puts
Call options by funds: $695K | Put options by funds: $1.62M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nuveen
Charlotte,
North Carolina
|
+$28.4M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$26.5M |
| 3 |
Morgan Stanley
New York
|
+$13.1M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$6.41M |
| 5 |
CRCP
Copper Rock Capital Partners
Boston,
Massachusetts
|
+$5.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
Homestead Advisers
Arlington,
Virginia
|
-$14.4M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$9.58M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$9.23M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$6.67M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.41M |
AIT Hedge Fund Activity: Q2 2019 in Review
216 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q2 2019, worth a combined $2.16B — up 3.8% from $2.08B a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of AIT and 22 opened new positions — a net loss of 4 holders — while 77 trimmed existing stakes and 79 added.
The largest buyer was Nuveen, opening a new position worth an estimated $28.4M. The largest seller was Homestead Advisers, cutting an estimated $14.4M.
- 216 institutional investors held Applied Industrial Technologies (AIT) as of Q2 2019, down from 226 in Q1 2019.
- Funds reported $2.16B of Applied Industrial Technologies stock for Q2 2019, up 3.8% quarter-over-quarter.
- 22 funds opened new Applied Industrial Technologies positions in Q2 2019 and 26 closed out, a net change of -4 holders.
- The largest Applied Industrial Technologies buyer in Q2 2019 was Nuveen, an estimated $28.4M added.
- The largest Applied Industrial Technologies seller in Q2 2019 was Homestead Advisers, an estimated $14.4M sold.
Based on aggregated 13F filings for Q2 2019.