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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
HCP
426
Hexagon Capital Partners
Arkansas
$6.47K -$1.43K -7 -19%
PS
427
Planned Solutions
California
$5.13K +$4.69K +23 New
PTC
428
Private Trust Company
Ohio
$4.69K -$612 -3 -13%
WWM
429
Wolff Wiese Magana
California
$4.46K +$4.08K +20 New
HWM
430
Hemington Wealth Management
Virginia
$4K +$3.87K +19 New
AF
431
Allworth Financial
California
$3.79K -$1.02K -5 -23%
FMII
432
Farmers & Merchants Investments Inc
Nebraska
$3.35K
CT
433
Colonial Trust
South Carolina
$3.35K +$3.06K +15 New
CA
434
CoreCap Advisors
Michigan
$3.12K
SIC
435
SJS Investment Consulting
Ohio
$2.68K -$204 -1 -8%
WSFS
436
Wilmington Savings Fund Society
Delaware
$2.68K +$2.45K +12 New
DPW
437
DiNuzzo Private Wealth
Pennsylvania
$2.01K
WTC
438
WhitTier Trust Company
Nevada
$1.78K +$1.63K +8 New
CA
439
Continuum Advisory
Idaho
$1.63K -$3.67K -18 -75%
CWP
440
Concord Wealth Partners
Virginia
$1.56K +$1.43K +7 New
AGWCA
441
Annis Gardner Whiting Capital Advisors
Florida
$1.12K
PPC
442
Park Place Capital
Alabama
$1.12K +$1.02K +5 New
CAM
443
Creekmur Asset Management
Illinois
$893 +$815 +4 New
CPG
444
Cornerstone Planning Group
New Jersey
$471
A
445
AlphaQuest
New York
$446 -$2.37M -11,608 -100%
LFG
446
Larson Financial Group
Missouri
$446
CA
447
Claris Advisors
Missouri
$446 +$408 +2 New
IAIM
448
International Assets Investment Management
Florida
$429 +$19.5M +95,723 New
TFM
449
TFC Financial Management
Massachusetts
$224
MHR
450
Matthew Hamilton Rosenberg
$223