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Applied Industrial Technologies
AIT

249 hedge funds and large institutions have $3.65B invested in Applied Industrial Technologies in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 90 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $3.21B → $3.65B (+$443M)

0.54% more ownership

Funds ownership: 92.41% → 92.95% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 31

1% less funds holding

Funds holding: 252 → 249 (-3)

20% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 90

39% less call options, than puts

Call options by funds: $903K | Put options by funds: $1.48M

Holders
249
Holders Change
-3
Holders Change %
-1.19%
% of All Funds
3.83%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
30
Increased
72
Reduced
90
Closed
31
Calls
$903K
Puts
$1.48M
Net Calls
-$576K
Net Calls Change
-$323K

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$94.2M
2
BlackRock
BlackRock
New York
+$12.5M
3
BTW
Boston Trust Walden
Massachusetts
+$6.82M
4
Ameriprise
Ameriprise
Minnesota
+$4.97M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$4.61M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$28.7M
2
Millennium Management
Millennium Management
New York
-$26.5M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$16.4M
4
Invesco
Invesco
Georgia
-$9.28M
5
Prudential Financial
Prudential Financial
New Jersey
-$8.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
ST
226
Smithfield Trust
Pennsylvania
$14K – – –
TCM
227
TD Capital Management
Tennessee
$11K – – –
Bessemer Group
228
Bessemer Group
New Jersey
$10K – – –
LC
229
Lindbrook Capital
California
$10K – – –
LWCFA
230
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10K – – –
GAM
231
Gemmer Asset Management
California
$7K – – –
TFO
232
Tarbox Family Office
California
$7K – – –
BIA
233
Bell Investment Advisors
California
$6K – – –
MPWT
234
MassMutual Private Wealth & Trust
Connecticut
$5K – – –
HR
235
Howe & Rusling
New York
$4K -$1.4K -14 -25%
APA
236
American Portfolios Advisors
New York
$3.39K – – –
ACM
237
AUA Capital Management
Pennsylvania
$3K – – –
S
238
SignatureFD
Georgia
$2K +$1.7K +17 New
C
239
Covestor
United Kingdom
$2K +$1.8K +18 New
NFG
240
Next Financial Group
Texas
$1K – – –
RG
241
Retirement Group
California
$1K – – –
PA
242
Parallel Advisors
California
$1K +$200 +2 +22%
SC
243
Schubert & Co
Texas
$1K +$500 +5 New
TSWM
244
Tyler-Stone Wealth Management
Ohio
$1K +$701 +7 New
JWA
245
JFS Wealth Advisors
Pennsylvania
$1K +$901 +9 New
CWP
246
Concord Wealth Partners
Virginia
$1K +$1.1K +11 New
WT
247
Washington Trust
Rhode Island
$1K +$1.2K +12 New
FGAM
248
Financial Gravity Asset Management
Texas
$2 +$10.3K +103 New
SAM
249
Synergy Asset Management
Washington
– -$6.28M -69,665 Closed
Arrowstreet Capital
250
Arrowstreet Capital
Massachusetts
– -$5.52M -61,197 Closed
8 9
10
11 12

AIT Hedge Fund Activity: Q4 2021 in Review

249 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q4 2021, worth a combined $3.65B — up 14% from $3.21B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of AIT and 30 opened new positions — a net loss of 1 holder — while 90 trimmed existing stakes and 72 added.

The largest buyer was AllianceBernstein, adding an estimated $94.2M. The largest seller was JP Morgan Chase, cutting an estimated $28.7M.

  • 249 institutional investors held Applied Industrial Technologies (AIT) as of Q4 2021, down from 252 in Q3 2021.
  • Funds reported $3.65B of Applied Industrial Technologies stock for Q4 2021, up 14% quarter-over-quarter.
  • 30 funds opened new Applied Industrial Technologies positions in Q4 2021 and 31 closed out, a net change of -1 holder.
  • The largest Applied Industrial Technologies buyer in Q4 2021 was AllianceBernstein, an estimated $94.2M added.
  • The largest Applied Industrial Technologies seller in Q4 2021 was JP Morgan Chase, an estimated $28.7M sold.

Based on aggregated 13F filings for Q4 2021.