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Applied Industrial Technologies

252 hedge funds and large institutions have $3.21B invested in Applied Industrial Technologies in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 82 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

4% more funds holding

Funds holding: 243252 (+9)

1.35% more ownership

Funds ownership: 91.06%92.41% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $3.23B → $3.21B (-$17.4M)

1% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 83

20% less call options, than puts

Call options by funds: $1.02M | Put options by funds: $1.27M

Holders
252
Holders Change
+9
Holders Change %
+3.7%
% of All Funds
4.41%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
28
Increased
82
Reduced
83
Closed
17
Calls
$1.02M
Puts
$1.27M
Net Calls
-$253K
Net Calls Change
-$818K
Name Holding Trade Value Shares
Change
Change in
Stake
FPB
226
First PREMIER Bank
South Dakota
$16K
QT
227
Quantbot Technologies
New York
$16K +$16K +182 New
PFGIA
228
Patriot Financial Group Insurance Agency
Massachusetts
$15K +$2.2K +25 +18%
FMP
229
Financial Management Professionals
Texas
$14K +$13.4K +152 New
FPS
230
Fieldpoint Private Securities
Connecticut
$13K
PFBT
231
Parkside Financial Bank & Trust
Missouri
$12K
ST
232
Smithfield Trust
Pennsylvania
$12K
LC
233
Lindbrook Capital
California
$9K
LWCFA
234
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K
Simplex Trading
235
Simplex Trading
Illinois
$9K
TCM
236
TD Capital Management
Tennessee
$9K
Bessemer Group
237
Bessemer Group
New Jersey
$9K +$8.36K +95 New
GAM
238
Gemmer Asset Management
California
$6K
TFO
239
Tarbox Family Office
California
$6K
HR
240
Howe & Rusling
New York
$5K
BIA
241
Bell Investment Advisors
California
$5K +$4.93K +56 New
MPWT
242
MassMutual Private Wealth & Trust
Connecticut
$4K
HI
243
Harbour Investments
Wisconsin
$3K -$1.5K -17 -31%
APA
244
American Portfolios Advisors
New York
$2.97K +$352 +4 +14%
ACM
245
AUA Capital Management
Pennsylvania
$2K -$88 -1 -4%
MAM
246
Meeder Asset Management
Ohio
$2K +$616 +7 +44%
HI
247
Hudock Inc
Pennsylvania
$2K +$2.46K +28 New
Nisa Investment Advisors
248
Nisa Investment Advisors
Missouri
$1.82K
PA
249
Parallel Advisors
California
$1K -$5.46K -62 -87%
NFG
250
Next Financial Group
Texas
$1K

AIT Hedge Fund Activity: Q3 2021 in Review

252 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q3 2021, worth a combined $3.21B — down 0.54% from $3.23B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AIT positions and 17 closed out — a net gain of 11 holders — while 82 added to existing stakes and 83 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $19.2M. The largest seller was Cramer Rosenthal McGlynn, cutting an estimated $28.9M.

  • 252 institutional investors held Applied Industrial Technologies (AIT) as of Q3 2021, up from 243 in Q2 2021.
  • Funds reported $3.21B of Applied Industrial Technologies stock for Q3 2021, down 0.54% quarter-over-quarter.
  • 28 funds opened new Applied Industrial Technologies positions in Q3 2021 and 17 closed out, a net change of +11 holders.
  • The largest Applied Industrial Technologies buyer in Q3 2021 was Wellington Management Group, an estimated $19.2M added.
  • The largest Applied Industrial Technologies seller in Q3 2021 was Cramer Rosenthal McGlynn, an estimated $28.9M sold.

Based on aggregated 13F filings for Q3 2021.