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Applied Industrial Technologies

269 hedge funds and large institutions have $3.59B invested in Applied Industrial Technologies in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 86 increasing their positions, 80 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 17

8% more funds holding

Funds holding: 249269 (+20)

8% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 80

0.26% more ownership

Funds ownership: 92.95%93.21% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $3.65B → $3.59B (-$57.8M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $202K

Holders
269
Holders Change
+20
Holders Change %
+8.03%
% of All Funds
4.24%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
41
Increased
86
Reduced
80
Closed
17
Calls
Puts
$202K
Net Calls
-$202K
Net Calls Change
+$374K
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
226
Versant Capital Management
Arizona
$43K -$1.39K -14 -3%
EI
227
Ellevest Inc
New York
$42K -$697 -7 -2%
FAG
228
Fortitude Advisory Group
Washington
$32K
Lazard Asset Management
229
Lazard Asset Management
New York
$30K
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$27K
PCG
231
Private Capital Group
Connecticut
$25K
TRCT
232
Tower Research Capital (TRC)
New York
$24K -$683K -6,862 -97%
TCM
233
Tradewinds Capital Management
Washington
$24K
QCG
234
Quadrant Capital Group
Ohio
$24K +$1.69K +17 +8%
Nomura Asset Management
235
Nomura Asset Management
Japan
$22.6K +$21.9K +220 New
EWA
236
EverSource Wealth Advisors
Alabama
$20K
IA
237
IFP Advisors
Florida
$20K +$7.07K +71 New
FMP
238
Financial Management Professionals
Texas
$16K
PFGIA
239
Patriot Financial Group Insurance Agency
Massachusetts
$15K -$1.69K -17 -10%
FPS
240
Fieldpoint Private Securities
Connecticut
$15K
ST
241
Smithfield Trust
Pennsylvania
$14K
MAM
242
Meeder Asset Management
Ohio
$14K +$13.9K +140 New
Barrow, Hanley, Mewhinney & Strauss
243
Barrow, Hanley, Mewhinney & Strauss
Texas
$12K -$134K -1,349 -92%
KFI
244
Key Financial Inc
Pennsylvania
$12K +$11.5K +115 New
PI
245
PineBridge Investments
New York
$10K -$129K -1,300 -93%
Bessemer Group
246
Bessemer Group
New Jersey
$10K
LC
247
Lindbrook Capital
California
$10K
PFBT
248
Parkside Financial Bank & Trust
Missouri
$8K -$5.28K -53 -40%
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$8K +$7.47K +75 New
GAM
250
Gemmer Asset Management
California
$7K

AIT Hedge Fund Activity: Q1 2022 in Review

269 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q1 2022, worth a combined $3.59B — down 1.6% from $3.65B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new AIT positions and 17 closed out — a net gain of 24 holders — while 86 added to existing stakes and 80 trimmed.

The largest buyer was BlackRock, adding an estimated $45.7M. The largest seller was JP Morgan Chase, cutting an estimated $39M.

  • 269 institutional investors held Applied Industrial Technologies (AIT) as of Q1 2022, up from 249 in Q4 2021.
  • Funds reported $3.59B of Applied Industrial Technologies stock for Q1 2022, down 1.6% quarter-over-quarter.
  • 41 funds opened new Applied Industrial Technologies positions in Q1 2022 and 17 closed out, a net change of +24 holders.
  • The largest Applied Industrial Technologies buyer in Q1 2022 was BlackRock, an estimated $45.7M added.
  • The largest Applied Industrial Technologies seller in Q1 2022 was JP Morgan Chase, an estimated $39M sold.

Based on aggregated 13F filings for Q1 2022.