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Applied Industrial Technologies
AIT

Overview Fund Activity

427 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, 138 increasing their positions, 161 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+5
Holders Change %
+1.18%
% of All Funds
6.21%
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
138
Reduced
161
Closed
45
Calls
$11.3M
Puts
$9.84M
Net Calls
+$1.42M
Net Calls Change
-$5.36M

Top Buyers

1
BlackRock
BlackRock
New York
$995M
2
DP
Dundas Partners
United Kingdom
$56.9M
3
Brown Advisory
Brown Advisory
Maryland
$32.9M
4
Invesco
Invesco
Georgia
$170M
5
FMI
F/M Investments
District of Columbia
$15.7M

Top Sellers

1
PCM
Palisade Capital Management
New Jersey
$54.5M
2
DCM
Driehaus Capital Management
Illinois
$20.1M
3
Morgan Stanley
Morgan Stanley
New York
$59.2M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$34.9M
5
Millennium Management
Millennium Management
New York
$18.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HMS
401
Hanseatic Management Services
New Mexico
$7.95K – – –
HIM
402
Hillsdale Investment Management
Ontario, Canada
$7.76K – – –
PWMG
403
Private Wealth Management Group
New Jersey
$6.98K – – –
HCP
404
Hexagon Capital Partners
Arkansas
$6.98K – – –
MLA
405
MB, Levis & Associates
Pennsylvania
$6.79K +$6.79K +35 New
GRP
406
Global Retirement Partners
California
$6.64K +$195 +1 +3%
LI
407
LRI Investments
Florida
$6.07K +$6.07K +31 New
JWA
408
JFS Wealth Advisors
Pennsylvania
$5.63K – – –
SC
409
Stephens Consulting
Michigan
$4.85K +$4.85K +25 New
PTC
410
Private Trust Company
Ohio
$4.66K – – –
CA
411
Continuum Advisory
Idaho
$4.66K – – –
AF
412
Allworth Financial
California
$4.48K -$2.65K -13 -37%
RIL
413
Rothschild Investment LLC
Illinois
$3.1K +$2.33K +12 +300%
IC
414
Innealta Capital
Texas
$3.1K +$3.1K +16 New
FMII
415
Farmers & Merchants Investments Inc
Nebraska
$2.91K – – –
CA
416
CoreCap Advisors
Michigan
$2.72K +$2.72K +14 New
SIC
417
SJS Investment Consulting
Ohio
$2.52K – – –
JSAM
418
J. Safra Asset Management
New York
$2.52K +$2.52K +13 New
UIA
419
Ulland Investment Advisors
Minnesota
$2K – – –
AFWM
420
Abich Financial Wealth Management
Virginia
$1.94K +$1.94K +10 New
DPW
421
DiNuzzo Private Wealth
Pennsylvania
$1.75K +$194 +1 +13%
TSWM
422
Tyler-Stone Wealth Management
Ohio
$1.43K – – –
AGWCA
423
Annis Gardner Whiting Capital Advisors
Florida
$970 – – –
LFG
424
Larson Financial Group
Missouri
$388 +$388 +2 New
CPG
425
Cornerstone Planning Group
New Jersey
$386 +$386 +2 New
15 16
17
18 19