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Applied Industrial Technologies
AIT

380 hedge funds and large institutions have $5.62B invested in Applied Industrial Technologies in 2023 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 136 increasing their positions, 132 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 25

7% more funds holding

Funds holding: 354 → 380 (+26)

7% more capital invested

Capital invested by funds: $5.23B → $5.62B (+$384M)

3% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 132

0.14% more ownership

Funds ownership: 93.58% → 93.72% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

18% less call options, than puts

Call options by funds: $2.83M | Put options by funds: $3.45M

Holders
380
Holders Change
+26
Holders Change %
+7.34%
% of All Funds
6.03%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
54
Increased
136
Reduced
132
Closed
25
Calls
$2.83M
Puts
$3.45M
Net Calls
-$618K
Net Calls Change
-$835K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$67.8M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$31.2M
3
Capital World Investors
Capital World Investors
California
+$30.7M
4
Morgan Stanley
Morgan Stanley
New York
+$21.5M
5
Charles Schwab
Charles Schwab
California
+$19.3M

Top Sellers

Rank Fund Capital Flow
1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$90.7M
2
Victory Capital Management
Victory Capital Management
Texas
-$24.9M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$24.3M
4
FMI
Fiduciary Management Inc
Wisconsin
-$21.1M
5
BlackRock
BlackRock
New York
-$15.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
401
PineBridge Investments
New York
– -$22.9K -158 Closed
IGWM
402
ICA Group Wealth Management
Colorado
– -$21.7K -150 Closed
FGAM
403
Financial Gravity Asset Management
Texas
– -$2.38K -145 Closed
BG
404
Bollard Group
Massachusetts
– -$19K -131 Closed
DI
405
Disciplined Investments
Oklahoma
– -$1.01K -7 Closed
13 14 15 16
17

AIT Hedge Fund Activity: Q3 2023 in Review

380 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q3 2023, worth a combined $5.62B — up 7.3% from $5.23B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new AIT positions and 25 closed out — a net gain of 29 holders — while 136 added to existing stakes and 132 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $67.8M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $90.7M.

  • 380 institutional investors held Applied Industrial Technologies (AIT) as of Q3 2023, up from 354 in Q2 2023.
  • Funds reported $5.62B of Applied Industrial Technologies stock for Q3 2023, up 7.3% quarter-over-quarter.
  • 54 funds opened new Applied Industrial Technologies positions in Q3 2023 and 25 closed out, a net change of +29 holders.
  • The largest Applied Industrial Technologies buyer in Q3 2023 was Fidelity Investments, an estimated $67.8M added.
  • The largest Applied Industrial Technologies seller in Q3 2023 was Fuller & Thaler Asset Management, an estimated $90.7M sold.

Based on aggregated 13F filings for Q3 2023.