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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
MGIA
376
Moneta Group Investment Advisors
Missouri
$258K +$3.49K +14 +1%
AWM
377
Axxcess Wealth Management
California
$256K
TPI
378
Trust Point Inc
Wisconsin
$255K +$6.73K +27 +3%
ASN
379
Advisory Services Network
Georgia
$250K +$261K +1,045 New
OFS
380
OneAscent Financial Services
Alabama
$249K +$10.2K +41 +4%
TPCW
381
TD Private Client Wealth
New York
$244K
OF
382
Optimize Financial
California
$243K +$253K +1,015 New
ATPW
383
Ashton Thomas Private Wealth
Arizona
$241K -$34.7K -139 -12%
FPW
384
Fairvoy Private Wealth
Alabama
$239K +$249K +1,000 New
FFM
385
Forum Financial Management
Illinois
$235K
CAPTRUST Financial Advisors
386
CAPTRUST Financial Advisors
North Carolina
$233K -$11.5K -46 -5%
DFP
387
Defined Financial Planning
California
$231K +$241K +965 New
STA
388
Summit Trail Advisors
New York
$229K -$187K -748 -44%
AC
389
AXQ Capital
New Jersey
$227K +$237K +949 New
MYAM
390
Meiji Yasuda Asset Management
Japan
$226K
UCFA
391
United Capital Financial Advisors
Texas
$226K +$235K +944 New
RGF
392
Retirement Guys Formula
Ohio
$225K +$3.49K +14 +2%
GI
393
GAMMA Investing
California
$223K +$22.2K +89 +11%
BWP
394
Balboa Wealth Partners
Arizona
$223K +$233K +933 New
CI Investments Inc
395
CI Investments Inc
Ontario, Canada
$222K +$90K +361 +64%
GS
396
GWN Securities
Florida
$220K +$210K +843 New
BCMLT
397
Beacon Capital Management LLC (Tennessee)
Tennessee
$216K +$249 +1 +0.1%
IFG
398
Independent Financial Group
California
$216K -$24.9K -100 -10%
DOA
399
D'Orazio & Associates
Virginia
$215K +$224K +899 New
Rafferty Asset Management
400
Rafferty Asset Management
New York
$210K +$219K +878 New