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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
RS
401
Rakuten Securities
Japan
$9.7K +$9.53K +50 New
HMS
402
Hanseatic Management Services
New Mexico
$7.95K
HIM
403
Hillsdale Investment Management
Ontario, Canada
$7.76K
HCP
404
Hexagon Capital Partners
Arkansas
$6.98K
PWMG
405
Private Wealth Management Group
New Jersey
$6.98K
MLA
406
MB, Levis & Associates
Pennsylvania
$6.79K +$6.67K +35 New
GRP
407
Global Retirement Partners
California
$6.64K +$191 +1 +3%
LI
408
LRI Investments
Florida
$6.07K +$5.91K +31 New
JWA
409
JFS Wealth Advisors
Pennsylvania
$5.63K
SC
410
Stephens Consulting
Michigan
$4.85K +$4.77K +25 New
CA
411
Continuum Advisory
Idaho
$4.66K
PTC
412
Private Trust Company
Ohio
$4.66K
AF
413
Allworth Financial
California
$4.48K -$2.48K -13 -37%
RIL
414
Rothschild Investment LLC
Illinois
$3.1K +$2.29K +12 +300%
IC
415
Innealta Capital
Texas
$3.1K +$3.05K +16 New
FMII
416
Farmers & Merchants Investments Inc
Nebraska
$2.91K
CA
417
CoreCap Advisors
Michigan
$2.72K +$2.67K +14 New
SIC
418
SJS Investment Consulting
Ohio
$2.52K
JSAM
419
J. Safra Asset Management
New York
$2.52K +$2.48K +13 New
UIA
420
Ulland Investment Advisors
Minnesota
$2K
AFWM
421
Abich Financial Wealth Management
Virginia
$1.94K +$1.91K +10 New
DPW
422
DiNuzzo Private Wealth
Pennsylvania
$1.75K +$191 +1 +13%
TSWM
423
Tyler-Stone Wealth Management
Ohio
$1.43K
AGWCA
424
Annis Gardner Whiting Capital Advisors
Florida
$970
LFG
425
Larson Financial Group
Missouri
$388 +$381 +2 New

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.