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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 %
CI Investments Inc
326
CI Investments Inc
Ontario, Canada
$79K +$1.23K +8 +2%
AIC
327
Archer Investment Corporation
Indiana
$77.3K – – –
ACM
328
Aquatic Capital Management
Illinois
$77K -$92.4K -600 -55%
CMBA
329
C.M. Bidwell & Associates
Hawaii
$76.8K +$4.17K +27 +6%
Ohio Public Employees Retirement System (OPERS)
330
Ohio Public Employees Retirement System (OPERS)
Ohio
$73K -$5.85K -38 -7%
FDCDDQ
331
Federation des caisses Desjardins du Quebec
Quebec, Canada
$69.6K – – –
VCM
332
Versant Capital Management
Arizona
$61.4K – – –
TPCW
333
TD Private Client Wealth
New York
$55.4K -$4.02K -26 -7%
Legacy Financial Group (Iowa)
334
Legacy Financial Group (Iowa)
Iowa
$52.1K +$52.1K +337 New
NS
335
NBC Securities
Alabama
$40K +$40K +260 New
FCA
336
FinTrust Capital Advisors
South Carolina
$35.6K +$5.41K +35 +18%
CFGS
337
Concourse Financial Group Securities
Alabama
$31.8K – – –
HNB
338
Huntington National Bank
Ohio
$31.2K +$28.3K +183 +963%
EWA
339
EverSource Wealth Advisors
Alabama
$30K +$464 +3 +2%
TFA
340
Toth Financial Advisory
Virginia
$27.1K – – –
TWC
341
TD Waterhouse Canada
Ontario, Canada
$26K – – –
FHA
342
First Horizon Advisors
Tennessee
$24.4K +$8.81K +57 +56%
Nomura Asset Management
343
Nomura Asset Management
Japan
$23.2K – – –
AWM
344
Avior Wealth Management
Nebraska
$22.9K +$13.1K +85 +135%
PFBT
345
Parkside Financial Bank & Trust
Missouri
$21.6K -$155 -1 -0.7%
ST
346
Smithfield Trust
Pennsylvania
$21K – – –
LC
347
Lindbrook Capital
California
$20.7K – – –
UB
348
UMB Bank
Missouri
$20.3K +$20.3K +131 New
KFI
349
Key Financial Inc
Pennsylvania
$17.8K – – –
RCM
350
Raleigh Capital Management
North Carolina
$16K +$930 +6 +6%
12 13
14
15 16