Applied Industrial Technologies
354 hedge funds and large institutions have $5.23B invested in Applied Industrial Technologies in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 133 increasing their positions, 117 reducing their positions, and 32 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
16% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 32
14% more repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 117
1% more funds holding
Funds holding: 349 → 354 (+5)
8% more call options, than puts
Call options by funds: $2.79M | Put options by funds: $2.58M
2% more capital invested
Capital invested by funds: $5.15B → $5.23B (+$84.2M)
0.29% less ownership
Funds ownership: 93.87% → 93.58% (-0.29%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFM
Premier Fund Managers
Guildford,
United Kingdom
|
+$18.9M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$16.1M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$14.4M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$13.8M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$9.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$32.1M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$30.6M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$23.3M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$14.6M |
| 5 |
HI
Handelsinvest Investeringsforvaltning
Herning,
Denmark
|
-$9.51M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFEC
376
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$213K | -1,500 | Closed |
|
377
M&T Bank
Buffalo,
New York
| – | -$210K | -1,479 | Closed |
|
378
Bank of Nova Scotia
Toronto,
Ontario, Canada
| – | -$200K | -1,408 | Closed |
|
|
QL
379
Quarry LP
New York
| – | -$52.6K | -370 | Closed |
|
|
BAM
380
Belpointe Asset Management
Reno,
Nevada
| – | -$37K | -260 | Closed |
|
|
AS
381
Altshuler Shaham
Tel Aviv,
Israel
| – | -$22K | -155 | Closed |
|
|
TWA
382
TCI Wealth Advisors
Tucson,
Arizona
| – | -$19.8K | -139 | Closed |
|
383
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$9.38K | -66 | Closed |
|
|
SC
384
Schubert & Co
Mckinney,
Texas
| – | -$4.97K | -35 | Closed |
|
|
SFG
385
Steward Financial Group
Colleyville,
Texas
| – | -$4K | -29 | Closed |
|
|
ASN
386
Advisory Services Network
Atlanta,
Georgia
| – | -$1.99K | -14 | Closed |
|
AIT Hedge Fund Activity: Q2 2023 in Review
354 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q2 2023, worth a combined $5.23B — up 1.6% from $5.15B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new AIT positions and 32 closed out — a net gain of 5 holders — while 133 added to existing stakes and 117 trimmed.
The largest buyer was Premier Fund Managers, opening a new position worth an estimated $18.9M. The largest seller was Millennium Management, cutting an estimated $32.1M.
- 354 institutional investors held Applied Industrial Technologies (AIT) as of Q2 2023, up from 349 in Q1 2023.
- Funds reported $5.23B of Applied Industrial Technologies stock for Q2 2023, up 1.6% quarter-over-quarter.
- 37 funds opened new Applied Industrial Technologies positions in Q2 2023 and 32 closed out, a net change of +5 holders.
- The largest Applied Industrial Technologies buyer in Q2 2023 was Premier Fund Managers, an estimated $18.9M added.
- The largest Applied Industrial Technologies seller in Q2 2023 was Millennium Management, an estimated $32.1M sold.
Based on aggregated 13F filings for Q2 2023.