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Applied Industrial Technologies

499 hedge funds and large institutions have $8.62B invested in Applied Industrial Technologies in 2024 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 187 increasing their positions, 154 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 35

27% more call options, than puts

Call options by funds: $35.8M | Put options by funds: $28.1M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

21% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 154

11% more funds holding

Funds holding: 450499 (+49)

8% more capital invested

Capital invested by funds: $8B → $8.62B (+$617M)

0.07% more ownership

Funds ownership: 93.53%93.6% (+0.07%)

Holders
499
Holders Change
+49
Holders Change %
+10.89%
% of All Funds
6.57%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
95
Increased
187
Reduced
154
Closed
35
Calls
$35.8M
Puts
$28.1M
Net Calls
+$7.73M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
351
IBEX Wealth Advisors
New Jersey
$325K +$338K +1,357 New
BAM
352
Bullseye Asset Management
Colorado
$323K
Jones Financial Companies
353
Jones Financial Companies
Missouri
$321K +$220K +882 +193%
KAS
354
Kestra Advisory Services
Texas
$314K +$327K +1,310 New
CG
355
Cynosure Group
Utah
$311K -$81.5K -327 -20%
Focus Partners Wealth
356
Focus Partners Wealth
Massachusetts
$307K +$320K +1,283 New
Wealth Enhancement Advisory Services
357
Wealth Enhancement Advisory Services
Minnesota
$305K +$75.1K +301 +31%
Ohio Public Employees Retirement System (OPERS)
358
Ohio Public Employees Retirement System (OPERS)
Ohio
$304K -$54.1K -217 -15%
FTWA
359
Fifth Third Wealth Advisors
Ohio
$302K
SCA
360
Snowden Capital Advisors
New York
$299K +$5.24K +21 +2%
AC
361
Aristides Capital
Kentucky
$297K +$310K +1,242 New
IB
362
Intrust Bank
Kansas
$296K +$309K +1,238 New
AB
363
ANB Bank
Colorado
$291K +$303K +1,216 New
SWM
364
Sendero Wealth Management
Texas
$291K -$377K -1,513 -55%
CIBC Asset Management
365
CIBC Asset Management
Ontario, Canada
$289K +$16K +64 +6%
GS
366
GTS Securities
New York
$284K +$53.4K +214 +22%
KI
367
Kapitalo Investimentos
Brazil
$281K +$292K +1,172 New
AWM
368
AE Wealth Management
Kansas
$280K +$292K +1,171 New
SA
369
Sanctuary Advisors
Indiana
$274K +$42.4K +170 +20%
GIA
370
GHP Investment Advisors
Colorado
$274K
CTC
371
Central Trust Company
Missouri
$272K
BP
372
Ballentine Partners
Massachusetts
$266K
TC
373
TownSquare Capital
Utah
$264K +$21.4K +86 +8%
SC
374
Savant Capital
Illinois
$262K
William Blair & Company
375
William Blair & Company
Illinois
$258K