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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
GI
351
GAMMA Investing
California
$103K +$2.1K +11 +2%
GC
352
Globeflex Capital
California
$99.5K -$120K -630 -55%
AIC
353
Archer Investment Corporation
Indiana
$97K
FDCDDQ
354
Federation des caisses Desjardins du Quebec
Quebec, Canada
$95.1K
EWA
355
EverSource Wealth Advisors
Alabama
$94.9K +$24.8K +130 +43%
CMBA
356
C.M. Bidwell & Associates
Hawaii
$88.7K
NIMI
357
Natixis Investment Managers International
France
$83.4K -$13.2K -69 -14%
CJ
358
Caitlin John
Michigan
$83K -$7.05K -37 -8%
CIBC Private Wealth Group
359
CIBC Private Wealth Group
Georgia
$74.7K +$1.52K +8 +2%
VCM
360
Versant Capital Management
Arizona
$63.4K
SOW
361
State of Wyoming
Wyoming
$60.7K -$177K -929 -75%
NA
362
NewEdge Advisors
Louisiana
$48.9K -$477K -2,499 -91%
CFGS
363
Concourse Financial Group Securities
Alabama
$48.7K +$2.48K +13 +5%
C
364
Covestor
United Kingdom
$47K -$9.91K -52 -18%
FCA
365
FinTrust Capital Advisors
South Carolina
$44.6K
EWP
366
Elevation Wealth Partners
California
$41.1K
QL
367
Quarry LP
New York
$39.4K +$38.7K +203 New
PA
368
Parallel Advisors
California
$36.1K +$11.8K +62 +50%
TFA
369
Toth Financial Advisory
Virginia
$34K
OWA
370
Opal Wealth Advisors
New York
$32.2K +$31.7K +166 New
LC
371
Lindbrook Capital
California
$31.6K +$1.72K +9 +6%
EDRH
372
Edmond de Rothschild Holding
Switzerland
$30.7K +$30.1K +158 New
CFD
373
Creative Financial Designs
Indiana
$30.5K +$28.6K +150 +2,143%
Jones Financial Companies
374
Jones Financial Companies
Missouri
$29.9K +$29.4K +154 New
Nomura Asset Management
375
Nomura Asset Management
Japan
$29.1K

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.