Applied Industrial Technologies
237 hedge funds and large institutions have $2.77B invested in Applied Industrial Technologies in 2020 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 64 increasing their positions, 88 reducing their positions, and 27 closing their positions.
48% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 27
42% more capital invested
Capital invested by funds: $1.95B → $2.77B (+$825M)
5% more funds holding
Funds holding: 225 → 237 (+12)
0.35% more ownership
Funds ownership: 91.39% → 91.74% (+0.35%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
27% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 88
31% less call options, than puts
Call options by funds: $1.1M | Put options by funds: $1.59M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$40.8M |
| 2 |
BlackRock
New York
|
+$18.2M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.83M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$8.26M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$13.4M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$8.28M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$6.34M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$4.76M |
| 5 |
Goldman Sachs
New York
|
-$4.73M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
Squarepoint
New York
| – | -$501K | -9,096 | Closed |
|
|
TI
252
Trexquant Investment
Stamford,
Connecticut
| – | -$497K | -9,014 | Closed |
|
|
ECM
253
ExodusPoint Capital Management
New York
| – | -$428K | -7,773 | Closed |
|
|
PAM
254
Paradigm Asset Management
New York
| – | -$300K | -5,450 | Closed |
|
|
BPM
255
Bowling Portfolio Management
Cincinnati,
Ohio
| – | -$279K | -5,068 | Closed |
|
256
Two Sigma Investments
New York
| – | -$268K | -4,872 | Closed |
|
|
EGM
257
Engineers Gate Manager
New York
| – | -$239K | -4,341 | Closed |
|
|
PTC
258
Petrus Trust Company
Dallas,
Texas
| – | -$238K | -4,321 | Closed |
|
|
SHJ
259
Sharkey, Howes & Javer
Denver,
Colorado
| – | -$216K | -3,923 | Closed |
|
|
GT
260
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$93K | -1,694 | Closed |
|
|
PCM
261
Prelude Capital Management
New York
| – | -$88K | -1,605 | Closed |
|
|
QT
262
Quantbot Technologies
New York
| – | -$84K | -1,535 | Closed |
|
|
FC
263
FORA Capital
Miami,
Florida
| – | -$17K | -301 | Closed |
|
AIT Hedge Fund Activity: Q4 2020 in Review
237 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q4 2020, worth a combined $2.77B — up 42% from $1.95B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new AIT positions and 27 closed out — a net gain of 13 holders — while 64 added to existing stakes and 88 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $40.8M. The largest seller was Amundi Asset Management US, exiting entirely with an estimated $13.4M sold.
- 237 institutional investors held Applied Industrial Technologies (AIT) as of Q4 2020, up from 225 in Q3 2020.
- Funds reported $2.77B of Applied Industrial Technologies stock for Q4 2020, up 42% quarter-over-quarter.
- 40 funds opened new Applied Industrial Technologies positions in Q4 2020 and 27 closed out, a net change of +13 holders.
- The largest Applied Industrial Technologies buyer in Q4 2020 was JP Morgan Chase, an estimated $40.8M added.
- The largest Applied Industrial Technologies seller in Q4 2020 was Amundi Asset Management US, an estimated $13.4M sold.
Based on aggregated 13F filings for Q4 2020.