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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
VIA
451
Virtus Investment Advisers
Connecticut
-$1.1M -5,583 Closed
LFAS
452
Level Four Advisory Services
Texas
-$681K -3,941 Closed
SFI
453
Susquehanna Fundamental Investments
Pennsylvania
-$612K -3,100 Closed
QC
454
Quadrature Capital
United Kingdom
-$593K -2,997 Closed
DC
455
Diametric Capital
Massachusetts
-$463K -2,342 Closed
CCIA
456
Campbell & Co Investment Adviser
Maryland
-$436K -2,205 Closed
MLICM
457
Metropolitan Life Insurance Company (MetLife)
New York
-$400K -2,026 Closed
KWA
458
Kingswood Wealth Advisors
California
-$365K -1,849 Closed
Calamos Advisors
459
Calamos Advisors
Illinois
-$346K -1,751 Closed
AC
460
Aristides Capital
Kentucky
-$266K -1,347 Closed
ASN
461
Advisory Services Network
Georgia
-$255K -1,292 Closed
VF
462
Virtu Financial
New York
-$231K -1,169 Closed
UCFA
463
United Capital Financial Advisors
Texas
-$221K -1,117 Closed
MC
464
Moors & Cabot
Massachusetts
-$219K -1,110 Closed
ACM
465
Aquatic Capital Management
Illinois
-$217K -1,100 Closed
MC
466
Maverick Capital
Texas
-$217K -1,096 Closed
VFA
467
Virtus Fund Advisers
Connecticut
-$74.5K -377 Closed
IGWM
468
ICA Group Wealth Management
Colorado
-$29.6K -150 Closed
EC
469
EntryPoint Capital
New York
-$25.3K -128 Closed
FGAM
470
Financial Gravity Asset Management
Texas
-$4.03K -21 Closed
SWS
471
SYSTM Wealth Solutions
Illinois
-$2.96K -15 Closed
HIA
472
Harbor Investment Advisory
Maryland
-$2.17K -11 Closed
HI
473
Horizon Investments
North Carolina
-$986 -5 Closed
TWP
474
TFO Wealth Partners
Ohio
-$395 -2 Closed

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.