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Applied Industrial Technologies
AIT

Overview Fund Activity

387 hedge funds and large institutions have $6.36B invested in Applied Industrial Technologies in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 141 increasing their positions, 144 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+8
Holders Change %
+2.11%
% of All Funds
5.67%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
48
Increased
141
Reduced
144
Closed
35
Calls
$6.56M
Puts
$1.64M
Net Calls
+$4.92M
Net Calls Change
+$5.54M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$181M
2
Capital Research Global Investors
Capital Research Global Investors
California
$96.6M
3
HAI
Hennessy Advisors Inc
California
$27M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$301M
5
Capital World Investors
Capital World Investors
California
$53.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$247M
2
Victory Capital Management
Victory Capital Management
Texas
$69.2M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$19.4M
4
PCM
Palisade Capital Management
New Jersey
$74.7M
5
RI
Redwood Investments
Massachusetts
$5.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
VPIM
276
Vanguard Personalized Indexing Management
California
$368K +$33.5K +194 +10%
UAML
277
US Asset Management LLC
Pennsylvania
$357K +$357K +2,065 New
BOS
278
Bank of Stockton
California
$350K – – –
Fifth Third Bancorp
279
Fifth Third Bancorp
Ohio
$345K +$109K +632 +46%
TI
280
Tidal Investments
Wisconsin
$340K -$77K -446 -18%
ECM
281
Evergreen Capital Management
Washington
$338K -$16.6K -96 -5%
EIM
282
Essex Investment Management
Massachusetts
$337K -$73.2K -424 -18%
SAM
283
Shell Asset Management
Netherlands
$337K -$101K -585 -23%
STA
284
Summit Trail Advisors
New York
$326K +$5.7K +33 +2%
HFM
285
Harvest Fund Management
China
$320K +$104K +605 +48%
SCM
286
Shelton Capital Management
Colorado
$312K -$14.2K -82 -4%
Envestnet Portfolio Solutions
287
Envestnet Portfolio Solutions
Illinois
$310K +$29.7K +172 +11%
CCM
288
Coldstream Capital Management
Washington
$309K +$3.11K +18 +1%
QCG
289
Quadrant Capital Group
Ohio
$307K +$22.3K +129 +8%
CIM
290
CIM Investment Management
Pennsylvania
$303K – – –
FTDI
291
First Trust Direct Indexing
Massachusetts
$299K +$38.7K +224 +15%
SC
292
Sapient Capital
Indiana
$294K +$294K +1,702 New
EGM
293
Engineers Gate Manager
New York
$293K -$7.16M -41,469 -96%
SFA
294
Sequoia Financial Advisors
Ohio
$291K +$5.87K +34 +2%
Baird Financial Group
295
Baird Financial Group
Wisconsin
$290K +$11.6K +67 +4%
BCI
296
Brinker Capital Investments
Pennsylvania
$286K +$11.5K +69 +4%
OPS
297
Orion Portfolio Solutions
Nebraska
$286K +$11.5K +69 +4%
EI
298
Ellevest Inc
New York
$270K +$14K +81 +5%
CAM
299
Cresset Asset Management
Illinois
$267K +$267K +1,545 New
SG Americas Securities
300
SG Americas Securities
New York
$260K -$4.14M -23,937 -94%
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