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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
AWM
376
Avior Wealth Management
Nebraska
$28.2K -$16.6K -87 -38%
HNB
377
Huntington National Bank
Ohio
$26.2K -$14.7K -77 -36%
ST
378
Smithfield Trust
Pennsylvania
$26K
HT
379
Headlands Technologies
Illinois
$25.6K +$25.2K +132 New
CA
380
Clearstead Advisors
Ohio
$24.3K +$20K +105 +525%
UFF
381
USA Financial Formulas
Michigan
$23.1K -$44.4K -233 -66%
KFI
382
Key Financial Inc
Pennsylvania
$22.3K
PFBT
383
Parkside Financial Bank & Trust
Missouri
$22.1K +$12.4K +65 +133%
UB
384
UMB Bank
Missouri
$21.9K +$1.91K +10 +10%
TCM
385
TD Capital Management
Tennessee
$19.9K
SWM
386
Spire Wealth Management
Virginia
$19.8K +$19.4K +102 New
FFA
387
Frazier Financial Advisors
Ohio
$17.3K +$12.4K +65 +271%
PS
388
Principal Securities
Iowa
$16.5K -$953 -5 -6%
MPWT
389
MassMutual Private Wealth & Trust
Connecticut
$16.3K -$1.91K -10 -11%
FHA
390
First Horizon Advisors
Tennessee
$16.1K -$11.4K -60 -42%
SAM
391
Smartleaf Asset Management
Massachusetts
$15.1K +$8.96K +47 +152%
National Bank of Canada
392
National Bank of Canada
Quebec, Canada
$14.3K
LFA
393
LGT Financial Advisors
Texas
$13.6K
RA
394
Rise Advisors
New York
$12.3K
BIA
395
Bell Investment Advisors
California
$11.8K
AAP
396
Arax Advisory Partners
Colorado
$11.1K +$10.9K +57 New
GKIM
397
GW&K Investment Management
Massachusetts
$10K
CFB
398
Cullen/Frost Bankers
Texas
$9.7K +$9.53K +50 New
CCC
399
Chelsea Counsel Company
California
$9.7K
EBA
400
Eagle Bay Advisors
New York
$9.7K +$953 +5 +11%

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.