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Applied Industrial Technologies
AIT

Overview Fund Activity

348 hedge funds and large institutions have $5.15B invested in Applied Industrial Technologies in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 128 increasing their positions, 130 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+14
Holders Change %
+4.19%
% of All Funds
5.57%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
47
Increased
128
Reduced
130
Closed
29
Calls
$3.2M
Puts
$2.3M
Net Calls
+$895K
Net Calls Change
-$3.65M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$47.5M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$35.1M
3
Invesco
3
Invesco
Georgia
$78M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$182M
5
RS
5
Robeco Schweiz
Switzerland
$46.9M

Top Sellers

1
BlackRock
1
BlackRock
New York
$890M
2
Victory Capital Management
2
Victory Capital Management
Texas
$106M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$242M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$124M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
301
Versant Capital Management
Arizona
$56K – – –
C
302
Covestor
United Kingdom
$53K +$35.8K +252 +208%
QL
303
Quarry LP
New York
$52.6K +$52.6K +370 New
TPCW
304
TD Private Client Wealth
New York
$50.6K -$7.53K -53 -13%
TFA
305
Toth Financial Advisory
Virginia
$43.4K -$689K -4,850 -94%
PI
306
PineBridge Investments
New York
$37.8K -$40.7K -286 -52%
BAM
307
Belpointe Asset Management
Nevada
$37K -$117K -826 -76%
Fifth Third Bancorp
308
Fifth Third Bancorp
Ohio
$34.1K -$142 -1 -0.4%
CFGS
309
Concourse Financial Group Securities
Alabama
$26.7K +$26.7K +188 New
EWA
310
EverSource Wealth Advisors
Alabama
$25.2K -$12.4K -87 -33%
FCA
311
FinTrust Capital Advisors
South Carolina
$24.6K – – –
AS
312
Altshuler Shaham
Israel
$22K -$1.14K -8 -5%
Nomura Asset Management
313
Nomura Asset Management
Japan
$21.3K -$9.95K -70 -32%
IGWM
314
ICA Group Wealth Management
Colorado
$21.3K – – –
PFBT
315
Parkside Financial Bank & Trust
Missouri
$20K -$853 -6 -4%
TWA
316
TCI Wealth Advisors
Arizona
$19.8K – – –
LC
317
Lindbrook Capital
California
$19K – – –
ST
318
Smithfield Trust
Pennsylvania
$19K – – –
KFI
319
Key Financial Inc
Pennsylvania
$16.3K – – –
TCM
320
TD Capital Management
Tennessee
$14.6K – – –
MPWT
321
MassMutual Private Wealth & Trust
Connecticut
$13.6K +$6.96K +49 +104%
FHA
322
First Horizon Advisors
Tennessee
$12.5K +$12.5K +88 New
Northwestern Mutual Wealth Management
323
Northwestern Mutual Wealth Management
Wisconsin
$9.38K +$9.38K +66 New
BIA
324
Bell Investment Advisors
California
$9.1K +$426 +3 +5%
AWM
325
Avior Wealth Management
Nebraska
$8.95K +$8.95K +63 New
11 12
13
14 15