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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 %
CG
301
Caprock Group
Idaho
$250K +$21.5K +139 +9%
Baird Financial Group
302
Baird Financial Group
Wisconsin
$250K -$1.32M -8,566 -84%
BFM
303
Boothbay Fund Management
New York
$245K -$51.2K -331 -17%
GC
304
Guggenheim Capital
Illinois
$245K -$7.89K -51 -3%
TSS
305
Two Sigma Securities
New York
$242K +$242K +1,566 New
PTC
306
Petrus Trust Company
Texas
$238K +$238K +1,538 New
ECM
307
ExodusPoint Capital Management
New York
$235K -$3.03M -19,598 -93%
FTDI
308
First Trust Direct Indexing
Massachusetts
$233K +$233K +1,510 New
EI
309
Ellevest Inc
New York
$229K -$1.7K -11 -0.7%
DWM
310
Dakota Wealth Management
Florida
$215K +$215K +1,389 New
Fifth Third Bancorp
311
Fifth Third Bancorp
Ohio
$211K +$180K +1,166 +580%
CA
312
Cetera Advisors
Colorado
$206K +$206K +1,329 New
UCFA
313
United Capital Financial Advisors
Texas
$205K +$205K +1,323 New
HFM
314
Harvest Fund Management
China
$193K – – –
GIA
315
GHP Investment Advisors
Colorado
$182K – – –
GC
316
Globeflex Capital
California
$177K – – –
CTC
317
Central Trust Company
Missouri
$175K – – –
VFA
318
Virtus Fund Advisers
Connecticut
$156K +$24.3K +157 +18%
Point72 Asset Management
319
Point72 Asset Management
Connecticut
$145K +$145K +936 +93,600%
KBC Group
320
KBC Group
Belgium
$133K -$333K -2,153 -71%
OAM
321
Ostrum Asset Management
France
$104K -$12.4K -80 -11%
NIMI
322
Natixis Investment Managers International
France
$93.2K -$6.18K -40 -6%
JFGIW
323
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$90.4K -$25.2K -163 -22%
Northwestern Mutual Wealth Management
324
Northwestern Mutual Wealth Management
Wisconsin
$89.8K +$89.8K +581 New
UFF
325
USA Financial Formulas
Michigan
$80.1K – – –
11 12
13
14 15