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Applied Industrial Technologies
AIT

Overview Fund Activity

379 hedge funds and large institutions have $5.62B invested in Applied Industrial Technologies in 2023 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 135 increasing their positions, 132 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+26
Holders Change %
+7.37%
% of All Funds
6.04%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
54
Increased
135
Reduced
132
Closed
25
Calls
$2.83M
Puts
$3.45M
Net Calls
-$618K
Net Calls Change
-$835K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$251M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$65.8M
3
Capital World Investors
3
Capital World Investors
California
$31.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$74.2M
5
Charles Schwab
5
Charles Schwab
California
$84.7M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$92.3M
2
Victory Capital Management
2
Victory Capital Management
Texas
$85.2M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
FMI
4
Fiduciary Management Inc
Wisconsin
$77.8M
5
BlackRock
5
BlackRock
New York
$953M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
276
Bayesian Capital Management
New York
$327K +$92.1K +596 +39%
PAG
277
Private Advisor Group
New Jersey
$325K +$29.4K +190 +10%
IAM
278
Innovis Asset Management
Illinois
$322K – – –
ECM
279
Evergreen Capital Management
Washington
$318K +$14.7K +95 +5%
Mariner
280
Mariner
Kansas
$315K +$68.5K +443 +28%
API
281
Advisor Partners II
California
$311K +$8.04K +52 +3%
BOS
282
Bank of Stockton
California
$310K – – –
KWA
283
Kingswood Wealth Advisors
California
$306K +$306K +1,980 New
II
284
Inspire Investing
Idaho
$306K -$30.1K -195 -9%
VPIM
285
Vanguard Personalized Indexing Management
California
$300K +$50.1K +324 +20%
SCM
286
Shelton Capital Management
Colorado
$292K -$33.4K -216 -10%
STA
287
Summit Trail Advisors
New York
$287K -$75.8K -490 -21%
AA
288
AlphaMark Advisors
Kentucky
$287K +$287K +1,858 New
DT
289
Diversified Trust
Tennessee
$277K +$4.64K +30 +2%
CCM
290
Coldstream Capital Management
Washington
$274K – – –
PRS
291
Pinkerton Retirement Specialists
Idaho
$271K +$271K +1,754 New
CIM
292
CIM Investment Management
Pennsylvania
$271K +$271K +1,752 New
DFCM
293
Dark Forest Capital Management
Puerto Rico
$269K +$269K +1,737 New
GHA
294
GW Henssler & Associates
Georgia
$267K -$19.8K -128 -7%
Truist Financial
295
Truist Financial
North Carolina
$258K +$258K +1,666 New
SFA
296
Sequoia Financial Advisors
Ohio
$255K +$14.4K +93 +6%
QCG
297
Quadrant Capital Group
Ohio
$255K +$47.8K +309 +23%
OPS
298
Orion Portfolio Solutions
Nebraska
$254K +$2.78K +18 +1%
BCI
299
Brinker Capital Investments
Pennsylvania
$254K +$2.78K +18 +1%
Envestnet Portfolio Solutions
300
Envestnet Portfolio Solutions
Illinois
$251K +$251K +1,625 New
10 11
12
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