We are live on ! Find out more
AIT icon

Applied Industrial Technologies

450 hedge funds and large institutions have $8B invested in Applied Industrial Technologies in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 146 increasing their positions, 173 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 46

15% more capital invested

Capital invested by funds: $6.97B → $8B (+$1.03B)

5% more funds holding

Funds holding: 428450 (+22)

0.58% more ownership

Funds ownership: 92.95%93.53% (+0.58%)

16% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 173

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

22% less call options, than puts

Call options by funds: $17.9M | Put options by funds: $22.8M

Holders
450
Holders Change
+22
Holders Change %
+5.14%
% of All Funds
6.46%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
68
Increased
146
Reduced
173
Closed
46
Calls
$17.9M
Puts
$22.8M
Net Calls
-$4.93M
Net Calls Change
-$6.35M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
401
Smithfield Trust
Pennsylvania
$30K
SAM
402
Smartleaf Asset Management
Massachusetts
$29.7K +$11.2K +55 +71%
KFI
403
Key Financial Inc
Pennsylvania
$25.7K
JSAM
404
J. Safra Asset Management
New York
$25.7K +$20.8K +102 +785%
TCM
405
TD Capital Management
Tennessee
$22.9K
PS
406
Principal Securities
Iowa
$22.3K +$3.06K +15 +18%
AWM
407
Avior Wealth Management
Nebraska
$20.2K -$11.2K -55 -38%
MPWT
408
MassMutual Private Wealth & Trust
Connecticut
$19K +$204 +1 +1%
FFA
409
Frazier Financial Advisors
Ohio
$18.1K -$1.63K -8 -9%
LFA
410
LGT Financial Advisors
Texas
$15.6K
RA
411
Rise Advisors
New York
$14.1K
BIA
412
Bell Investment Advisors
California
$13.6K
AAP
413
Arax Advisory Partners
Colorado
$12.7K
EBA
414
Eagle Bay Advisors
New York
$11.6K +$408 +2 +4%
CCC
415
Chelsea Counsel Company
California
$11.2K
GKIM
416
GW&K Investment Management
Massachusetts
$11K
HMS
417
Hanseatic Management Services
New Mexico
$9.15K
CPA
418
Capital Performance Advisors
California
$8.93K +$8.15K +40 New
SCM
419
Sterling Capital Management
North Carolina
$8.7K +$7.95K +39 New
LI
420
LRI Investments
Florida
$8.47K
PWMG
421
Private Wealth Management Group
New Jersey
$8.26K +$204 +1 +3%
MLA
422
MB, Levis & Associates
Pennsylvania
$7.81K
GRP
423
Global Retirement Partners
California
$7.42K -$204 -1 -3%
JWA
424
JFS Wealth Advisors
Pennsylvania
$6.69K +$204 +1 +3%
RIL
425
Rothschild Investment LLC
Illinois
$6.69K +$2.85K +14 +88%