We are live on ! Find out more
AIT icon

Applied Industrial Technologies

223 hedge funds and large institutions have $2.24B invested in Applied Industrial Technologies in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 71 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 23

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

29% more capital invested

Capital invested by funds: $1.73B → $2.24B (+$506M)

9% more funds holding

Funds holding: 205223 (+18)

0% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 71

5.22% less ownership

Funds ownership: 97.8%92.58% (-5.2%)

69% less call options, than puts

Call options by funds: $324K | Put options by funds: $1.04M

Holders
223
Holders Change
+18
Holders Change %
+8.78%
% of All Funds
4.57%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
42
Increased
71
Reduced
71
Closed
23
Calls
$324K
Puts
$1.04M
Net Calls
-$718K
Net Calls Change
-$17K
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$18.9M +$1.75M +32,024 +12%
FCM
27
Frontier Capital Management
Massachusetts
$18.6M +$2.21M +40,592 +16%
Ameriprise
28
Ameriprise
Minnesota
$16.6M -$1.32M -24,223 -8%
Bank of America
29
Bank of America
North Carolina
$15.6M +$671K +12,313 +5%
AAMU
30
Amundi Asset Management US
Massachusetts
$15.3M +$201K +3,684 +2%
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.7M -$66.5K -1,220 -0.5%
GWI
32
Grace & White Inc
New York
$12.2M
RA
33
Royce & Associates
New York
$10.3M -$2.27M -41,568 -20%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$9.12M +$92.7K +1,700 +1%
HA
35
Homestead Advisers
Virginia
$8.91M -$562K -10,300 -7%
Wells Fargo
36
Wells Fargo
California
$8.72M +$1.15M +21,102 +18%
Legal & General Group
37
Legal & General Group
United Kingdom
$8.39M +$526K +9,641 +8%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$8.11M +$34.6K +635 +0.5%
Morgan Stanley
39
Morgan Stanley
New York
$7.95M +$361K +6,627 +5%
ProShare Advisors
40
ProShare Advisors
Maryland
$7.54M +$6.59M +120,875 New
Lord, Abbett & Co
41
Lord, Abbett & Co
New Jersey
$7.27M +$6.36M +116,554 New
AllianceBernstein
42
AllianceBernstein
Tennessee
$6.93M -$45.8K -840 -0.8%
SI
43
Scout Investments
Missouri
$6.08M +$21.2K +389 +0.4%
New York State Teachers Retirement System (NYSTRS)
44
New York State Teachers Retirement System (NYSTRS)
New York
$5.93M -$219K -4,018 -4%
SO
45
STRS Ohio
Ohio
$5.89M +$1.62M +29,800 +46%
PPA
46
Parametric Portfolio Associates
Washington
$5.86M +$299K +5,491 +6%
VHMC
47
Value Holdings Management Company
New York
$5.85M
BG
48
Bahl & Gaynor
Ohio
$5.82M
KWM
49
Kingsview Wealth Management
Oregon
$5.82M
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$5.46M -$53.3K -978 -1%

AIT Hedge Fund Activity: Q2 2020 in Review

223 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q2 2020, worth a combined $2.24B — up 29% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new AIT positions and 23 closed out — a net gain of 19 holders — while 71 added to existing stakes and 71 trimmed.

The largest buyer was Vanguard Group, adding an estimated $9.43M. The largest seller was Victory Capital Management, cutting an estimated $90.3M.

  • 223 institutional investors held Applied Industrial Technologies (AIT) as of Q2 2020, up from 205 in Q1 2020.
  • Funds reported $2.24B of Applied Industrial Technologies stock for Q2 2020, up 29% quarter-over-quarter.
  • 42 funds opened new Applied Industrial Technologies positions in Q2 2020 and 23 closed out, a net change of +19 holders.
  • The largest Applied Industrial Technologies buyer in Q2 2020 was Vanguard Group, an estimated $9.43M added.
  • The largest Applied Industrial Technologies seller in Q2 2020 was Victory Capital Management, an estimated $90.3M sold.

Based on aggregated 13F filings for Q2 2020.