AIT icon

Applied Industrial Technologies
AIT

Overview Fund Activity

379 hedge funds and large institutions have $5.62B invested in Applied Industrial Technologies in 2023 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 135 increasing their positions, 132 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+26
Holders Change %
+7.37%
% of All Funds
6.04%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
54
Increased
135
Reduced
132
Closed
25
Calls
$2.83M
Puts
$3.45M
Net Calls
-$618K
Net Calls Change
-$835K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$251M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$65.8M
3
Capital World Investors
3
Capital World Investors
California
$31.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$74.2M
5
Charles Schwab
5
Charles Schwab
California
$84.7M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$92.3M
2
Victory Capital Management
2
Victory Capital Management
Texas
$85.2M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
FMI
4
Fiduciary Management Inc
Wisconsin
$77.8M
5
BlackRock
5
BlackRock
New York
$953M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCIA
226
Campbell & Co Investment Adviser
Maryland
$545K -$408K -2,637 -43%
NIM
227
NEOS Investment Management
Connecticut
$534K +$534K +3,456 New
QCM
228
Quantinno Capital Management
New York
$509K -$26.5K -171 -5%
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$498K -$774 -5 -0.2%
IP
230
Isthmus Partners
Wisconsin
$495K – – –
CGH
231
Crossmark Global Holdings
Texas
$489K -$14.5K -92 -3%
Osaic Holdings
232
Osaic Holdings
Arizona
$488K +$168K +1,089 +53%
P
233
Pitcairn
Pennsylvania
$485K +$485K +3,138 New
PIM
234
Penobscot Investment Management
Massachusetts
$484K +$186K +1,200 +62%
LCM
235
Legato Capital Management
California
$479K -$47.2K -305 -9%
Creative Planning
236
Creative Planning
Kansas
$475K +$104K +671 +28%
CF
237
Cantor Fitzgerald
New York
$460K – – –
TRCT
238
Tower Research Capital (TRC)
New York
$460K +$51.3K +332 +13%
DCM
239
Delta Capital Management
New Jersey
$449K -$127K -820 -22%
DA
240
Duality Advisers
Florida
$442K -$1.02M -6,628 -70%
CAN
241
Cetera Advisor Networks
California
$423K +$92.2K +596 +28%
EI
242
Ethic Inc
New York
$421K -$18.1K -117 -4%
NA
243
Navellier & Associates
Nevada
$417K +$32.2K +208 +8%
DC
244
Diametric Capital
Massachusetts
$407K +$407K +2,632 New
Lido Advisors
245
Lido Advisors
California
$400K +$37.7K +244 +10%
SOW
246
State of Wyoming
Wyoming
$395K +$105K +682 +36%
SAM
247
Shell Asset Management
Netherlands
$392K -$6.03K -39 -2%
Mackenzie Financial
248
Mackenzie Financial
Ontario, Canada
$390K -$15.7K -102 -4%
NYLIM
249
New York Life Investment Management
New York
$387K -$61.7K -399 -14%
Corient Private Wealth
250
Corient Private Wealth
Florida
$386K +$386K +2,498 New
8 9
10
11 12