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Applied Industrial Technologies
AIT

Overview Fund Activity

353 hedge funds and large institutions have $5.23B invested in Applied Industrial Technologies in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 133 increasing their positions, 117 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+5
Holders Change %
+1.44%
% of All Funds
5.57%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
37
Increased
133
Reduced
117
Closed
32
Calls
$2.8M
Puts
$2.58M
Net Calls
+$217K
Net Calls Change
-$678K

Top Buyers

1
PFM
Premier Fund Managers
United Kingdom
$20.4M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$24.3M
3
ACH
ArrowMark Colorado Holdings
Colorado
$51.5M
4
Invesco
Invesco
Georgia
$94.5M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$31.5M

Top Sellers

1
Millennium Management
Millennium Management
New York
$13.6M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
3
Wellington Management Group
Wellington Management Group
Massachusetts
$101M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$170M
5
HI
Handelsinvest Investeringsforvaltning
Denmark
$3.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
326
MassMutual Private Wealth & Trust
Connecticut
$13.9K – – –
C
327
Covestor
United Kingdom
$12K -$44K -293 -79%
BIA
328
Bell Investment Advisors
California
$9.27K – – –
AWM
329
Avior Wealth Management
Nebraska
$9.12K – – –
HMS
330
Hanseatic Management Services
New Mexico
$6K – – –
HCP
331
Hexagon Capital Partners
Arkansas
$5.65K – – –
MAM
332
Meeder Asset Management
Ohio
$5.5K – – –
GRP
333
Global Retirement Partners
California
$4.52K – – –
HIM
334
Hillsdale Investment Management
Ontario, Canada
$4.35K -$908K -6,270 -100%
FMII
335
Farmers & Merchants Investments Inc
Nebraska
$4.35K – – –
JWA
336
JFS Wealth Advisors
Pennsylvania
$4.2K -$145 -1 -3%
FFA
337
Farther Finance Advisors
California
$3.33K +$1.45K +10 +77%
HNB
338
Huntington National Bank
Ohio
$2.75K – – –
RFG
339
RFP Financial Group
Georgia
$2.75K – – –
FCAG
340
First Capital Advisors Group
New Jersey
$2.75K +$2.75K +19 New
FGAM
341
Financial Gravity Asset Management
Texas
$2.38K +$2.38K +145 New
PTC
342
Private Trust Company
Ohio
$2.03K – – –
SIC
343
SJS Investment Consulting
Ohio
$1.59K -$435 -3 -21%
AF
344
Advisornet Financial
Minnesota
$1.16K -$145 -1 -11%
DI
345
Disciplined Investments
Oklahoma
$1.01K -$290 -2 -22%
TSWM
346
Tyler-Stone Wealth Management
Ohio
$1K +$1K +7 New
BAAM
347
Baker Avenue Asset Management
California
$869 – – –
AWM
348
Abound Wealth Management
Tennessee
$869 +$869 +6 New
TWP
349
TFO Wealth Partners
Ohio
$290 – – –
Point72 Asset Management
350
Point72 Asset Management
Connecticut
$145 -$254K -1,751 -100%
12 13
14
15 16