We are live on ! Find out more
AIT icon

Applied Industrial Technologies
AIT

295 hedge funds and large institutions have $3.69B invested in Applied Industrial Technologies in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 108 increasing their positions, 99 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 23

7% more capital invested

Capital invested by funds: $3.45B → $3.69B (+$239M)

5% more funds holding

Funds holding: 282 → 295 (+13)

9% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 99

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.18% less ownership

Funds ownership: 93.19% → 93.01% (-0.18%)

75% less call options, than puts

Call options by funds: $2.14M | Put options by funds: $8.67M

Holders
295
Holders Change
+13
Holders Change %
+4.61%
% of All Funds
5.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
38
Increased
108
Reduced
99
Closed
23
Calls
$2.14M
Puts
$8.67M
Net Calls
-$6.54M
Net Calls Change
-$13.8M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$14M
2
Victory Capital Management
Victory Capital Management
Texas
+$11.2M
3
TIM
Thornburg Investment Management
New Mexico
+$8.58M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$8.49M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$8.29M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$26.8M
2
BlackRock
BlackRock
New York
-$12.4M
3
LCG
Lisanti Capital Growth
New York
-$10.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$9.17M
5
Millennium Management
Millennium Management
New York
-$8.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
226
Osaic Holdings
Arizona
$245K -$202K -1,967 -45%
AA
227
Ancora Advisors
Ohio
$244K – – –
GCP
228
GSA Capital Partners
United Kingdom
$238K +$238K +2,317 New
GAM
229
Gotham Asset Management
New York
$235K +$234K +2,284 New
MLICM
230
Metropolitan Life Insurance Company (MetLife)
New York
$234K – – –
PHK
231
Point72 Hong Kong
Hong Kong
$233K +$57.9K +564 +33%
Neuberger Berman Group
232
Neuberger Berman Group
New York
$229K +$4.62K +45 +2%
ZCA
233
Zeke Capital Advisors
Pennsylvania
$228K – – –
MHI
234
Miller Howard Investments
New York
$224K +$616 +6 +0.3%
MWPCG
235
Measured Wealth Private Client Group
New Hampshire
$222K -$14.2K -138 -6%
OAM
236
Origin Asset Management
United Kingdom
$218K – – –
B
237
Bailard
California
$216K -$309K -3,010 -59%
STA
238
Summit Trail Advisors
New York
$214K – – –
RCS
239
Retirement Capital Strategies
California
$213K +$213K +2,077 New
Ohio Public Employees Retirement System (OPERS)
240
Ohio Public Employees Retirement System (OPERS)
Ohio
$212K -$15.7K -153 -7%
SCM
241
Silvant Capital Management
Georgia
$212K +$60.7K +591 +40%
II
242
Inspire Investing
Idaho
$208K -$20K -195 -9%
MSU
243
Mizuho Securities USA
New York
$208K +$208K +2,027 New
BOS
244
Bank of Stockton
California
$206K +$205K +2,000 New
NIMI
245
Natixis Investment Managers International
France
$205K – – –
NA
246
Navellier & Associates
Nevada
$205K +$205K +1,993 New
LFAS
247
Level Four Advisory Services
Texas
$202K -$513K -5,001 -72%
CIM
248
Contravisory Investment Management
Massachusetts
$190K +$190K +1,853 New
GIA
249
GHP Investment Advisors
Colorado
$180K -$3.9K -38 -2%
HFM
250
Harvest Fund Management
China
$161K – – –
8 9
10
11 12

AIT Hedge Fund Activity: Q3 2022 in Review

295 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q3 2022, worth a combined $3.69B — up 6.9% from $3.45B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new AIT positions and 23 closed out — a net gain of 15 holders — while 108 added to existing stakes and 99 trimmed.

The largest buyer was Vanguard Group, adding an estimated $14M. The largest seller was JP Morgan Chase, cutting an estimated $26.8M.

  • 295 institutional investors held Applied Industrial Technologies (AIT) as of Q3 2022, up from 282 in Q2 2022.
  • Funds reported $3.69B of Applied Industrial Technologies stock for Q3 2022, up 6.9% quarter-over-quarter.
  • 38 funds opened new Applied Industrial Technologies positions in Q3 2022 and 23 closed out, a net change of +15 holders.
  • The largest Applied Industrial Technologies buyer in Q3 2022 was Vanguard Group, an estimated $14M added.
  • The largest Applied Industrial Technologies seller in Q3 2022 was JP Morgan Chase, an estimated $26.8M sold.

Based on aggregated 13F filings for Q3 2022.