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Applied Industrial Technologies

499 hedge funds and large institutions have $8.62B invested in Applied Industrial Technologies in 2024 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 187 increasing their positions, 154 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 35

27% more call options, than puts

Call options by funds: $35.8M | Put options by funds: $28.1M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

21% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 154

11% more funds holding

Funds holding: 450499 (+49)

8% more capital invested

Capital invested by funds: $8B → $8.62B (+$617M)

0.07% more ownership

Funds ownership: 93.53%93.6% (+0.07%)

Holders
499
Holders Change
+49
Holders Change %
+10.89%
% of All Funds
6.57%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
95
Increased
187
Reduced
154
Closed
35
Calls
$35.8M
Puts
$28.1M
Net Calls
+$7.73M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
251
Orion Portfolio Solutions
Nebraska
$955K -$12K -48 -1%
WLG
252
Williamson Legacy Group
Indiana
$951K +$48.1K +193 +5%
GAM
253
Gotham Asset Management
New York
$946K +$538K +2,156 +120%
WAM
254
Weiss Asset Management
Massachusetts
$943K +$981K +3,936 New
SIG
255
Stonegate Investment Group
Alabama
$936K +$601K +2,409 +161%
FRM
256
Fox Run Management
Connecticut
$925K +$963K +3,862 New
SGAM
257
Smith Group Asset Management
Texas
$903K +$8.48K +34 +0.9%
Mariner
258
Mariner
Kansas
$896K +$70.6K +283 +8%
VI
259
Vestcor Inc
New Brunswick, Canada
$890K -$1.01M -4,034 -52%
CWM
260
CIBC World Markets
New York
$862K +$897K +3,599 New
Truist Financial
261
Truist Financial
North Carolina
$860K +$35.4K +142 +4%
NA
262
Navellier & Associates
Nevada
$853K +$208K +835 +31%
SP
263
Sequent Planning
Nebraska
$838K -$24.9K -100 -3%
Osaic Holdings
264
Osaic Holdings
Arizona
$818K -$45.9K -184 -5%
Carson Wealth (CWM LLC)
265
Carson Wealth (CWM LLC)
Nebraska
$815K +$11K +44 +1%
TRCT
266
Tower Research Capital (TRC)
New York
$813K +$642K +2,576 +315%
Mackenzie Financial
267
Mackenzie Financial
Ontario, Canada
$812K +$232K +930 +38%
QCM
268
Quantinno Capital Management
New York
$791K -$110K -442 -12%
Corient Private Wealth
269
Corient Private Wealth
Florida
$773K -$17.2K -69 -2%
VPIM
270
Vanguard Personalized Indexing Management
California
$771K +$68.6K +275 +9%
IP
271
Isthmus Partners
Wisconsin
$766K
QC
272
Quadrature Capital
United Kingdom
$761K +$793K +3,180 New
HF
273
HRT Financial
New York
$749K +$780K +3,128 New
CC
274
Centiva Capital
New York
$732K +$762K +3,057 New
PIM
275
Penobscot Investment Management
Massachusetts
$726K -$4.99K -20 -0.7%