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Applied Industrial Technologies

428 hedge funds and large institutions have $6.97B invested in Applied Industrial Technologies in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 140 increasing their positions, 160 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 46

14% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $9.84M

1% more funds holding

Funds holding: 424428 (+4)

0.21% less ownership

Funds ownership: 93.15%92.95% (-0.21%)

2% less capital invested

Capital invested by funds: $7.11B → $6.97B (-$144M)

13% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 160

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
428
Holders Change
+4
Holders Change %
+0.94%
% of All Funds
6.18%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
56
Increased
140
Reduced
160
Closed
46
Calls
$11.3M
Puts
$9.84M
Net Calls
+$1.42M
Net Calls Change
-$5.36M
Name Holding Trade Value Shares
Change
Change in
Stake
GFS
326
GYL Financial Synergies
Connecticut
$225K -$3.62K -19 -2%
RP
327
Riverwater Partners
Wisconsin
$223K -$15.3K -80 -7%
FRM
328
Fox Run Management
Connecticut
$223K +$219K +1,149 New
ATPW
329
Ashton Thomas Private Wealth
Arizona
$222K +$6.67K +35 +3%
CTC
330
Central Trust Company
Missouri
$220K
Simplex Trading
331
Simplex Trading
Illinois
$215K +$212K +1,112 New
CIBC Asset Management
332
CIBC Asset Management
Ontario, Canada
$215K
GIA
333
GHP Investment Advisors
Colorado
$213K
PAS
334
Park Avenue Securities
New York
$213K
SC
335
Savant Capital
Illinois
$210K +$8.01K +42 +4%
WS
336
Wedbush Securities
California
$209K +$205K +1,077 New
William Blair & Company
337
William Blair & Company
Illinois
$209K
AWM
338
Axxcess Wealth Management
California
$207K
MGIA
339
Moneta Group Investment Advisors
Missouri
$207K
BP
340
Ballentine Partners
Massachusetts
$201K +$198K +1,037 New
KBC Group
341
KBC Group
Belgium
$189K +$20K +105 +12%
BCMLT
342
Beacon Capital Management LLC (Tennessee)
Tennessee
$175K
Osaic Holdings
343
Osaic Holdings
Arizona
$169K -$17K -89 -9%
PMAM
344
Picton Mahoney Asset Management
Ontario, Canada
$166K +$163K +853 New
TPCW
345
TD Private Client Wealth
New York
$158K +$19.8K +104 +15%
CI Investments Inc
346
CI Investments Inc
Ontario, Canada
$151K +$57.2K +300 +63%
KIG
347
Kessler Investment Group
Indiana
$125K +$122K +642 New
HFM
348
Harvest Fund Management
China
$122K -$233K -1,224 -66%
OAM
349
Ostrum Asset Management
France
$113K +$24.2K +127 +28%
Northwestern Mutual Wealth Management
350
Northwestern Mutual Wealth Management
Wisconsin
$113K

AIT Hedge Fund Activity: Q2 2024 in Review

428 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q2 2024, worth a combined $6.97B — down 2% from $7.11B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new AIT positions and 46 closed out — a net gain of 10 holders — while 140 added to existing stakes and 160 trimmed.

The largest buyer was BlackRock, adding an estimated $77.5M. The largest seller was Palisade Capital Management, cutting an estimated $27.9M.

  • 428 institutional investors held Applied Industrial Technologies (AIT) as of Q2 2024, up from 424 in Q1 2024.
  • Funds reported $6.97B of Applied Industrial Technologies stock for Q2 2024, down 2% quarter-over-quarter.
  • 56 funds opened new Applied Industrial Technologies positions in Q2 2024 and 46 closed out, a net change of +10 holders.
  • The largest Applied Industrial Technologies buyer in Q2 2024 was BlackRock, an estimated $77.5M added.
  • The largest Applied Industrial Technologies seller in Q2 2024 was Palisade Capital Management, an estimated $27.9M sold.

Based on aggregated 13F filings for Q2 2024.