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Applied Industrial Technologies
AIT

Overview Fund Activity

422 hedge funds and large institutions have $7.11B invested in Applied Industrial Technologies in 2024 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 136 increasing their positions, 144 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+35
Holders Change %
+9.04%
% of All Funds
6.12%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
73
Increased
136
Reduced
144
Closed
37
Calls
$13.5M
Puts
$6.76M
Net Calls
+$6.78M
Net Calls Change
+$1.85M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$76.8M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$63.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$80.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$399M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$39.1M

Top Sellers

1
BlackRock
1
BlackRock
New York
$933M
2
Morgan Stanley
2
Morgan Stanley
New York
$81M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$915M
4
Victory Capital Management
4
Victory Capital Management
Texas
$34.2M
5
ACH
5
ArrowMark Colorado Holdings
Colorado
$50.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
401
Global Retirement Partners
California
$6.56K – – –
SAM
402
Smartleaf Asset Management
Massachusetts
$6.13K +$5.54K +28 +933%
JWA
403
JFS Wealth Advisors
Pennsylvania
$5.73K – – –
FFA
404
Frazier Financial Advisors
Ohio
$4.74K – – –
PTC
405
Private Trust Company
Ohio
$4.74K -$1.38K -7 -23%
CA
406
Continuum Advisory
Idaho
$4.72K +$4.72K +24 New
FGAM
407
Financial Gravity Asset Management
Texas
$4.03K +$4.03K +21 New
CA
408
Clearstead Advisors
Ohio
$3.9K – – –
SWS
409
SYSTM Wealth Solutions
Illinois
$2.96K – – –
FMII
410
Farmers & Merchants Investments Inc
Nebraska
$2.96K -$2.37K -12 -44%
SIC
411
SJS Investment Consulting
Ohio
$2.57K -$198 -1 -7%
HIA
412
Harbor Investment Advisory
Maryland
$2.17K +$2.17K +11 New
UIA
413
Ulland Investment Advisors
Minnesota
$2K +$2K +11 New
DPW
414
DiNuzzo Private Wealth
Pennsylvania
$1.58K -$198 -1 -11%
TSWM
415
Tyler-Stone Wealth Management
Ohio
$1.45K – – –
CFD
416
Creative Financial Designs
Indiana
$1.38K +$1.38K +7 New
AGWCA
417
Annis Gardner Whiting Capital Advisors
Florida
$988 +$395 +2 +67%
HI
418
Horizon Investments
North Carolina
$986 +$394 +2 +67%
RIL
419
Rothschild Investment LLC
Illinois
$790 +$790 +4 New
TWP
420
TFO Wealth Partners
Ohio
$395 – – –
TFM
421
TFC Financial Management
Massachusetts
$198 +$198 +1 New
MHR
422
Matthew Hamilton Rosenberg
$195 – – –
Public Sector Pension Investment Board (PSP Investments)
423
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$13.9M -80,439 Closed
Renaissance Technologies
424
Renaissance Technologies
New York
– -$6.73M -38,950 Closed
PAA
425
Peregrine Asset Advisers
Oregon
– -$4.8M -27,789 Closed
15 16
17
18 19