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Applied Industrial Technologies
AIT

Overview Fund Activity

387 hedge funds and large institutions have $6.36B invested in Applied Industrial Technologies in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 141 increasing their positions, 144 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+8
Holders Change %
+2.11%
% of All Funds
5.67%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
48
Increased
141
Reduced
144
Closed
35
Calls
$6.56M
Puts
$1.64M
Net Calls
+$4.92M
Net Calls Change
+$5.54M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$97.9M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$87.7M
3
HAI
Hennessy Advisors Inc
California
+$27M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$20.4M
5
Capital World Investors
Capital World Investors
California
+$18.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$35.1M
2
Victory Capital Management
Victory Capital Management
Texas
-$26M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$20.3M
4
PCM
Palisade Capital Management
New Jersey
-$19M
5
RI
Redwood Investments
Massachusetts
-$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Aviva
226
Aviva
United Kingdom
$632K +$632K +3,659 New
MPM
227
Meritage Portfolio Management
Kansas
$628K +$12.6K +73 +2%
NA
228
Navellier & Associates
Nevada
$617K +$151K +873 +32%
NIM
229
NEOS Investment Management
Connecticut
$597K – – –
QCM
230
Quantinno Capital Management
New York
$592K +$23.8K +138 +4%
LTAS
231
Linden Thomas Advisory Services
North Carolina
$572K +$158K +914 +38%
DA
232
Duality Advisers
Florida
$561K +$67.7K +392 +14%
Mitsubishi UFJ Asset Management
233
Mitsubishi UFJ Asset Management
Japan
$559K -$180K -1,081 -24%
IP
234
Isthmus Partners
Wisconsin
$553K – – –
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$543K -$13.1K -76 -2%
NA
236
NewEdge Advisors
Louisiana
$531K +$97.6K +552 +23%
Mercer Global Advisors
237
Mercer Global Advisors
Colorado
$527K +$95.9K +555 +22%
FP
238
Foundry Partners
Minnesota
$515K +$146K +845 +40%
Squarepoint
239
Squarepoint
New York
$513K -$1.58M -9,149 -75%
SGAM
240
Smith Group Asset Management
Texas
$513K +$513K +2,970 New
DT
241
Diversified Trust
Tennessee
$512K +$202K +1,172 +65%
DCM
242
Delta Capital Management
New Jersey
$502K – – –
CGH
243
Crossmark Global Holdings
Texas
$500K -$34.3K -199 -6%
Qube Research & Technologies (QRT)
244
Qube Research & Technologies (QRT)
United Kingdom
$499K +$499K +2,890 New
KI
245
Kapitalo Investimentos
Brazil
$494K +$494K +2,860 New
EI
246
Ethic Inc
New York
$488K +$17.6K +102 +4%
MML Investors Services
247
MML Investors Services
Massachusetts
$480K +$480K +2,779 New
P
248
Pitcairn
Pennsylvania
$474K -$68.2K -395 -13%
SWM
249
Sendero Wealth Management
Texas
$471K +$44K +255 +10%
PTC
250
Petrus Trust Company
Texas
$443K +$177K +1,027 +67%
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