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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
LC
276
Lindbrook Capital
California
$13K +$2.57K +25 +24%
KFI
277
Key Financial Inc
Pennsylvania
$12K – – –
TCM
278
TD Capital Management
Tennessee
$11K +$10.6K +103 New
HCP
279
Hexagon Capital Partners
Arkansas
$10K +$8.52K +83 +692%
PFBT
280
Parkside Financial Bank & Trust
Missouri
$9K -$103 -1 -1%
BIA
281
Bell Investment Advisors
California
$6K +$513 +5 +9%
MPWT
282
MassMutual Private Wealth & Trust
Connecticut
$5K – – –
GRP
283
Global Retirement Partners
California
$4K +$205 +2 +7%
JWA
284
JFS Wealth Advisors
Pennsylvania
$3K -$616 -6 -17%
SC
285
Schubert & Co
Texas
$3K +$1.13K +11 +55%
FMII
286
Farmers & Merchants Investments Inc
Nebraska
$3K +$2.88K +28 New
RCM
287
Raleigh Capital Management
North Carolina
$3K +$3.49K +34 New
ACM
288
AUA Capital Management
Pennsylvania
$2K – – –
ME
289
McIlrath & Eck
Washington
$2K – – –
TSWM
290
Tyler-Stone Wealth Management
Ohio
$1K – – –
DI
291
Disciplined Investments
Oklahoma
$1K +$205 +2 +29%
SIC
292
SJS Investment Consulting
Ohio
$1K +$513 +5 New
Bank of Montreal
293
Bank of Montreal
Ontario, Canada
$605 -$6.16K -60 -1%
E
294
Ergoteles
New York
– -$2.82M -29,365 Closed
ERSOT
295
Employees Retirement System of Texas
Texas
– -$2.41M -25,036 Closed
Qube Research & Technologies (QRT)
296
Qube Research & Technologies (QRT)
United Kingdom
– -$2.21M -22,954 Closed
WB
297
WesBanco Bank
West Virginia
– -$1.41M -14,705 Closed
CAM
298
ClariVest Asset Management
California
– -$1.37M -14,277 Closed
HF
299
HRT Financial
New York
– -$1.02M -10,637 Closed
DTL
300
Dynamic Technology Lab
Singapore
– -$554K -5,760 Closed
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.