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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
LFA
451
LGT Financial Advisors
Texas
$16.8K
JWA
452
JFS Wealth Advisors
Pennsylvania
$16.5K +$9.72K +39 +130%
RA
453
Rise Advisors
New York
$15.2K
BIA
454
Bell Investment Advisors
California
$14.6K
EBA
455
Eagle Bay Advisors
New York
$12.5K
AAP
456
Arax Advisory Partners
Colorado
$12K -$1.75K -7 -12%
RIL
457
Rothschild Investment LLC
Illinois
$11K +$3.99K +16 +53%
SIM
458
Synergy Investment Management
Florida
$10.9K +$11.5K +46 New
HMS
459
Hanseatic Management Services
New Mexico
$9.82K
SCM
460
Sterling Capital Management
North Carolina
$9.34K
PWMG
461
Private Wealth Management Group
New Jersey
$8.86K
GRP
462
Global Retirement Partners
California
$7.97K
LI
463
LRI Investments
Florida
$7.49K
Walleye Trading
464
Walleye Trading
New York
$7.18K -$349K -1,400 -98%
HCP
465
Hexagon Capital Partners
Arkansas
$6.95K
CT
466
Colonial Trust
South Carolina
$6.46K +$2.99K +12 +80%
HWM
467
Hemington Wealth Management
Virginia
$6K +$2K +8 +42%
HNW
468
High Note Wealth
Minnesota
$5.99K +$6.23K +25 New
S
469
SignatureFD
Georgia
$5.75K +$5.98K +24 New
WWM
470
Wolff Wiese Magana
California
$4.79K
BWL
471
Bogart Wealth LLC
Virginia
$4.79K +$4.99K +20 New
AF
472
Allworth Financial
California
$4.45K
PTC
473
Private Trust Company
Ohio
$4.31K -$748 -3 -14%
FMII
474
Farmers & Merchants Investments Inc
Nebraska
$3.59K
CA
475
CoreCap Advisors
Michigan
$3.35K