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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 %
TCM
351
TD Capital Management
Tennessee
$15.9K – – –
MPWT
352
MassMutual Private Wealth & Trust
Connecticut
$14.8K – – –
C
353
Covestor
United Kingdom
$11K -$1.06K -7 -9%
LFA
354
LGT Financial Advisors
Texas
$10.8K +$10.8K +70 New
BIA
355
Bell Investment Advisors
California
$9.59K -$309 -2 -3%
GKIM
356
GW&K Investment Management
Massachusetts
$8K +$8K +50 New
PA
357
Parallel Advisors
California
$7.27K +$7.27K +47 New
HMS
358
Hanseatic Management Services
New Mexico
$6.34K – – –
CA
359
Clearstead Advisors
Ohio
$6.19K +$6.19K +40 New
HIM
360
Hillsdale Investment Management
Ontario, Canada
$6.18K +$1.55K +10 +33%
HCP
361
Hexagon Capital Partners
Arkansas
$6.03K – – –
PTC
362
Private Trust Company
Ohio
$5.1K +$2.94K +19 +136%
GRP
363
Global Retirement Partners
California
$4.82K – – –
JWA
364
JFS Wealth Advisors
Pennsylvania
$4.48K – – –
FMII
365
Farmers & Merchants Investments Inc
Nebraska
$4.17K -$464 -3 -10%
SFG
366
Steward Financial Group
Texas
$4K +$4K +27 New
FFA
367
Farther Finance Advisors
California
$3.56K – – –
WTG
368
West Tower Group
Virginia
$3.4K -$13K -84 -79%
RFG
369
RFP Financial Group
Georgia
$2.94K – – –
SIC
370
SJS Investment Consulting
Ohio
$1.86K +$155 +1 +9%
AF
371
Allworth Financial
California
$1.7K +$1.55K +10 +1,000%
AF
372
Advisornet Financial
Minnesota
$1.24K – – –
ECM
373
Everence Capital Management
Indiana
$1.04K -$128 -830 -11%
TSWM
374
Tyler-Stone Wealth Management
Ohio
$1K – – –
BAAM
375
Baker Avenue Asset Management
California
$928 – – –
13 14
15
16 17