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Applied Industrial Technologies

499 hedge funds and large institutions have $8.62B invested in Applied Industrial Technologies in 2024 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 187 increasing their positions, 154 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 35

27% more call options, than puts

Call options by funds: $35.8M | Put options by funds: $28.1M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

21% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 154

11% more funds holding

Funds holding: 450499 (+49)

8% more capital invested

Capital invested by funds: $8B → $8.62B (+$617M)

0.07% more ownership

Funds ownership: 93.53%93.6% (+0.07%)

Holders
499
Holders Change
+49
Holders Change %
+10.89%
% of All Funds
6.57%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
95
Increased
187
Reduced
154
Closed
35
Calls
$35.8M
Puts
$28.1M
Net Calls
+$7.73M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
401
M&T Bank
New York
$208K -$36.2K -145 -14%
SWP
402
Stratos Wealth Partners
Ohio
$205K -$19.7K -79 -8%
KBFS
403
Kohmann Bosshard Financial Services
Ohio
$190K +$198K +795 New
EWA
404
EverSource Wealth Advisors
Alabama
$156K +$36.4K +146 +29%
CIAM
405
Caitong International Asset Management
Hong Kong
$142K +$148K +595 New
Northwestern Mutual Wealth Management
406
Northwestern Mutual Wealth Management
Wisconsin
$140K +$997 +4 +0.7%
FFA
407
Farther Finance Advisors
California
$128K -$6.98K -28 -5%
EIM
408
Essex Investment Management
Massachusetts
$121K -$176K -705 -58%
AIC
409
Archer Investment Corporation
Indiana
$120K
OAM
410
Ostrum Asset Management
France
$117K +$56.6K +227 +87%
CIBC Private Wealth Group
411
CIBC Private Wealth Group
Georgia
$114K -$249 -1 -0.2%
FDCDDQ
412
Federation des caisses Desjardins du Quebec
Quebec, Canada
$108K -$12K -48 -10%
IA
413
IFP Advisors
Florida
$105K +$5.98K +24 +6%
NIMI
414
Natixis Investment Managers International
France
$103K
EDRH
415
Edmond de Rothschild Holding
Switzerland
$98.7K +$44.4K +178 +76%
VCM
416
Versant Capital Management
Arizona
$91.5K +$13.7K +55 +17%
CMBA
417
C.M. Bidwell & Associates
Hawaii
$81.4K -$1.25K -5 -1%
KIG
418
Kessler Investment Group
Indiana
$77.3K -$39.6K -159 -33%
National Bank of Canada
419
National Bank of Canada
Quebec, Canada
$54.4K +$56.6K +227 New
UB
420
UMB Bank
Missouri
$51.7K +$6.48K +26 +14%
EWP
421
Elevation Wealth Partners
California
$50.9K +$249 +1 +0.5%
QL
422
Quarry LP
New York
$50.5K +$52.6K +211 New
PA
423
Parallel Advisors
California
$48.9K +$10.5K +42 +26%
PFBT
424
Parkside Financial Bank & Trust
Missouri
$48.6K +$10.2K +41 +25%
CA
425
Clearstead Advisors
Ohio
$47.7K +$5.49K +22 +12%