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Applied Industrial Technologies

216 hedge funds and large institutions have $1.98B invested in Applied Industrial Technologies in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 77 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

15% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 67

0% more funds holding

Funds holding: 216216 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

0.61% less ownership

Funds ownership: 90.9%90.28% (-0.61%)

8% less capital invested

Capital invested by funds: $2.16B → $1.98B (-$174M)

83% less call options, than puts

Call options by funds: $482K | Put options by funds: $2.89M

Holders
216
Holders Change
Holders Change %
0%
% of All Funds
4.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
29
Increased
77
Reduced
67
Closed
29
Calls
$482K
Puts
$2.89M
Net Calls
-$2.41M
Net Calls Change
-$1.48M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$363M -$13M -231,895 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$230M +$882K +15,671 +0.4%
JP Morgan Chase
3
JP Morgan Chase
New York
$159M +$14.8M +262,197 +10%
Victory Capital Management
4
Victory Capital Management
Texas
$77.5M +$13M +230,956 +20%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$73.7M +$660K +11,733 +0.9%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$71.9M +$2.35M +41,747 +3%
State Street
7
State Street
Massachusetts
$64.5M -$7.57M -134,530 -11%
Macquarie Group
8
Macquarie Group
Australia
$50.4M -$222K -3,949 -0.4%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$40.9M +$1.7M +30,282 +4%
Wells Fargo
10
Wells Fargo
California
$39.9M -$4.92M -87,430 -11%
Norges Bank
11
Norges Bank
Norway
$36.2M
Fidelity Investments
12
Fidelity Investments
Massachusetts
$35.8M -$8.55M -151,932 -19%
PCM
13
Palisade Capital Management
New Jersey
$35.3M +$5.25M +93,245 +18%
Northern Trust
14
Northern Trust
Illinois
$34.8M +$602K +10,700 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$34.2M -$552K -9,802 -2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$30.5M -$29K -515 -0.1%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$30.2M -$186K -3,309 -0.6%
Morgan Stanley
18
Morgan Stanley
New York
$27.6M +$11.2M +198,180 +69%
BTW
19
Boston Trust Walden
Massachusetts
$26.4M +$940K +16,704 +4%
Charles Schwab
20
Charles Schwab
California
$24M +$1.44M +25,585 +6%
HA
21
Homestead Advisers
Virginia
$23.5M
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$21.9M -$855K -15,189 -4%
CC
23
Carlson Capital
Texas
$21.9M -$281K -5,000 -1%
EVM
24
Eaton Vance Management
Massachusetts
$20.6M +$3.16M +56,140 +18%
N
25
Nuveen
North Carolina
$19.4M -$8.2M -145,800 -30%

AIT Hedge Fund Activity: Q3 2019 in Review

216 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q3 2019, worth a combined $1.98B — down 8.1% from $2.16B a quarter earlier.

Fund positioning in AIT was balanced in Q3 2019: 29 funds opened new positions, 29 closed out, 77 added to existing stakes and 67 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $14.8M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $31.1M sold.

  • 216 institutional investors held Applied Industrial Technologies (AIT) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $1.98B of Applied Industrial Technologies stock for Q3 2019, down 8.1% quarter-over-quarter.
  • 29 funds opened new Applied Industrial Technologies positions in Q3 2019 and 29 closed out, a net change of 0 holders.
  • The largest Applied Industrial Technologies buyer in Q3 2019 was JP Morgan Chase, an estimated $14.8M added.
  • The largest Applied Industrial Technologies seller in Q3 2019 was Adage Capital Partners, an estimated $31.1M sold.

Based on aggregated 13F filings for Q3 2019.