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
BFEC
251
Benjamin F. Edwards & Company
Missouri
$154K +$154K +1,500 New
VI
252
Vestcor Inc
New Brunswick, Canada
$153K – – –
CTC
253
Central Trust Company
Missouri
$117K – – –
VanEck Associates
254
VanEck Associates
New York
$114K +$10.3K +100 +10%
QCG
255
Quadrant Capital Group
Ohio
$111K +$79.7K +776 +253%
Rockefeller Capital Management
256
Rockefeller Capital Management
New York
$78K -$15.3K -149 -16%
SWA
257
Sutton Wealth Advisors
Florida
$77.3K +$411 +4 +0.5%
HIA
258
Harbor Investment Advisory
Maryland
$77K – – –
PI
259
PineBridge Investments
New York
$57K – – –
Federated Hermes
260
Federated Hermes
Pennsylvania
$57K +$20.1K +196 +55%
CMBA
261
C.M. Bidwell & Associates
Hawaii
$49K -$1.23K -12 -2%
FDCDDQ
262
Federation des caisses Desjardins du Quebec
Quebec, Canada
$46.3K – – –
TPCW
263
TD Private Client Wealth
New York
$45.1K – – –
VCM
264
Versant Capital Management
Arizona
$42K -$308 -3 -0.7%
EI
265
Ellevest Inc
New York
$38K +$8.93K +87 +31%
MAM
266
Meeder Asset Management
Ohio
$35K +$10.6K +103 +43%
C
267
Covestor
United Kingdom
$34K +$32.6K +318 +2,650%
WFA
268
Wipfli Financial Advisors
Wisconsin
$31K +$30.8K +300 New
EWA
269
EverSource Wealth Advisors
Alabama
$28K -$48.4K -471 -64%
AS
270
Altshuler Shaham
Israel
$25K -$103 -1 -0.4%
Fifth Third Bancorp
271
Fifth Third Bancorp
Ohio
$23K -$3.9K -38 -14%
Nomura Asset Management
272
Nomura Asset Management
Japan
$22.6K – – –
IA
273
IFP Advisors
Florida
$20K – – –
ST
274
Smithfield Trust
Pennsylvania
$14K – – –
TWA
275
TCI Wealth Advisors
Arizona
$14K +$14.3K +139 New
9 10
11
12 13

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.