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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
PTC
276
Petrus Trust Company
Texas
$721K +$751K +3,011 New
OAM
277
Oppenheimer Asset Management
New York
$700K +$151K +606 +26%
SAM
278
Shell Asset Management
Netherlands
$695K -$748 -3 -0.1%
Cambridge Investment Research Advisors
279
Cambridge Investment Research Advisors
Iowa
$693K +$70.3K +282 +11%
SAM
280
Securian Asset Management
Minnesota
$689K -$24.9K -100 -3%
HW
281
Hancock Whitney
Mississippi
$677K +$7.73K +31 +1%
CGH
282
Crossmark Global Holdings
Texas
$676K -$78K -313 -10%
SA
283
Sovran Advisors
California
$663K +$653K +2,618 New
Mercer Global Advisors
284
Mercer Global Advisors
Colorado
$663K -$119K -477 -15%
II
285
Inspire Investing
Idaho
$660K -$95.7K -384 -12%
NA
286
NewEdge Advisors
Louisiana
$659K +$613K +2,457 +836%
LCM
287
Legato Capital Management
California
$659K +$288K +1,155 +72%
DCM
288
Delta Capital Management
New Jersey
$657K
DekaBank Deutsche Girozentrale
289
DekaBank Deutsche Girozentrale
Germany
$635K
Mitsubishi UFJ Asset Management
290
Mitsubishi UFJ Asset Management
Japan
$624K -$170K -680 -21%
BIM
291
Bridges Investment Management
Nebraska
$612K +$98.2K +394 +18%
P
292
Pitcairn
Pennsylvania
$598K -$41.1K -165 -6%
SI
293
Sapience Investments
California
$595K -$192K -770 -24%
PAG
294
Private Advisor Group
New Jersey
$592K -$56.9K -228 -8%
FIM
295
Freedom Investment Management
Connecticut
$590K -$8.73K -35 -1%
LA
296
Lindenwold Advisors
Pennsylvania
$582K -$22.4K -90 -4%
BFM
297
Boothbay Fund Management
New York
$572K +$596K +2,390 New
AA
298
Ancora Advisors
Ohio
$569K
SWM
299
Spire Wealth Management
Virginia
$556K +$415K +1,663 +253%
D.E. Shaw & Co
300
D.E. Shaw & Co
New York
$553K -$2.57M -10,307 -82%