We are live on ! Find out more
AIT icon

Applied Industrial Technologies
AIT

335 hedge funds and large institutions have $4.39B invested in Applied Industrial Technologies in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 104 increasing their positions, 127 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 13

118% more call options, than puts

Call options by funds: $8.42M | Put options by funds: $3.87M

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

19% more capital invested

Capital invested by funds: $3.69B → $4.39B (+$707M)

14% more funds holding

Funds holding: 295 → 335 (+40)

0.23% less ownership

Funds ownership: 93.01% → 92.78% (-0.23%)

18% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 127

Holders
335
Holders Change
+40
Holders Change %
+13.56%
% of All Funds
5.38%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
54
Increased
104
Reduced
127
Closed
13
Calls
$8.42M
Puts
$3.87M
Net Calls
+$4.55M
Net Calls Change
+$11.1M

Top Buyers

Rank Fund Capital Flow
1
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
+$27M
2
RS
Robeco Schweiz
Switzerland
+$20.7M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$16.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$12.9M
5
Norges Bank
Norges Bank
Norway
+$11.5M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$65.3M
2
JP Morgan Chase
JP Morgan Chase
New York
-$22.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$20.6M
4
BlackRock
BlackRock
New York
-$17.4M
5
PCM
Palisade Capital Management
New Jersey
-$10.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
226
Ancora Advisors
Ohio
$299K – – –
MLICM
227
Metropolitan Life Insurance Company (MetLife)
New York
$296K +$8.83K +72 +3%
Walleye Trading
228
Walleye Trading
New York
$295K +$287K +2,337 New
SCM
229
Shelton Capital Management
Colorado
$286K -$18.5K -151 -6%
Neuberger Berman Group
230
Neuberger Berman Group
New York
$281K – – –
Qube Research & Technologies (QRT)
231
Qube Research & Technologies (QRT)
United Kingdom
$278K +$271K +2,208 New
CIM
232
Contravisory Investment Management
Massachusetts
$276K +$41K +334 +18%
MHI
233
Miller Howard Investments
New York
$274K – – –
MYIA
234
Mount Yale Investment Advisors
Colorado
$270K -$42.9K -350 -14%
OAM
235
Origin Asset Management
United Kingdom
$267K – – –
B
236
Bailard
California
$265K – – –
IAM
237
Innovis Asset Management
Illinois
$263K +$256K +2,088 New
UAML
238
US Asset Management LLC
Pennsylvania
$263K +$256K +2,085 New
STA
239
Summit Trail Advisors
New York
$263K – – –
ZCA
240
Zeke Capital Advisors
Pennsylvania
$254K -$25K -204 -9%
BOS
241
Bank of Stockton
California
$252K – – –
NA
242
Navellier & Associates
Nevada
$250K -$1.35K -11 -0.6%
HCA
243
Harbour Capital Advisors
Virginia
$244K +$240K +1,955 New
CC
244
Centiva Capital
New York
$240K +$233K +1,903 New
SWM
245
Sendero Wealth Management
Texas
$239K +$233K +1,900 New
II
246
Inspire Investing
Idaho
$237K -$17.7K -144 -7%
LFAS
247
Level Four Advisory Services
Texas
$237K -$10.1K -82 -4%
RP
248
Riverwater Partners
Wisconsin
$224K +$218K +1,774 New
Verition Fund Management
249
Verition Fund Management
Connecticut
$222K +$216K +1,761 New
EI
250
Ethic Inc
New York
$219K +$213K +1,737 New
8 9
10
11 12

AIT Hedge Fund Activity: Q4 2022 in Review

335 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q4 2022, worth a combined $4.39B — up 19% from $3.69B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new AIT positions and 13 closed out — a net gain of 41 holders — while 104 added to existing stakes and 127 trimmed.

The largest buyer was Handelsbanken Fonder, adding an estimated $27M. The largest seller was Victory Capital Management, cutting an estimated $65.3M.

  • 335 institutional investors held Applied Industrial Technologies (AIT) as of Q4 2022, up from 295 in Q3 2022.
  • Funds reported $4.39B of Applied Industrial Technologies stock for Q4 2022, up 19% quarter-over-quarter.
  • 54 funds opened new Applied Industrial Technologies positions in Q4 2022 and 13 closed out, a net change of +41 holders.
  • The largest Applied Industrial Technologies buyer in Q4 2022 was Handelsbanken Fonder, an estimated $27M added.
  • The largest Applied Industrial Technologies seller in Q4 2022 was Victory Capital Management, an estimated $65.3M sold.

Based on aggregated 13F filings for Q4 2022.