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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
WSFS
476
Wilmington Savings Fund Society
Delaware
$2.87K
DPW
477
DiNuzzo Private Wealth
Pennsylvania
$2.16K
SIC
478
SJS Investment Consulting
Ohio
$1.92K -$997 -4 -33%
WTC
479
WhitTier Trust Company
Nevada
$1.92K
CFD
480
Creative Financial Designs
Indiana
$1.69K -$37.4K -150 -96%
CFFP
481
Center for Financial Planning
Michigan
$1.68K +$1.75K +7 New
CWP
482
Concord Wealth Partners
Virginia
$1.68K
CA
483
Continuum Advisory
Idaho
$1.44K
CFB
484
Cullen/Frost Bankers
Texas
$1.44K +$1.5K +6 New
HI
485
Horizon Investments
North Carolina
$1.44K +$1.5K +6 New
AGWCA
486
Annis Gardner Whiting Capital Advisors
Florida
$1.2K
PPC
487
Park Place Capital
Alabama
$1.2K
CSWM
488
Cassady Schiller Wealth Management
Ohio
$1.2K +$1.25K +5 New
BF
489
BOK Financial
Oklahoma
$734 +$748 +3 New
NS
490
NBC Securities
Alabama
$580 -$462K -1,851 -100%
CPG
491
Cornerstone Planning Group
New Jersey
$503
GFPC
492
Global Financial Private Client
Florida
$479 +$499 +2 New
NC
493
NewSquare Capital
Pennsylvania
$479 +$499 +2 New
TFM
494
TFC Financial Management
Massachusetts
$240
WCM
495
WealthTrak Capital Management
Virginia
$240 +$249 +1 New
MHR
496
Matthew Hamilton Rosenberg
$239
AF
497
Advisornet Financial
Minnesota
$239 +$249 +1 New
PWM
498
Parkworth Wealth Management
California
$239 +$249 +1 New
PWA
499
Principia Wealth Advisory
Texas
$239 +$249 +1 New
HAI
500
Hennessy Advisors Inc
California
-$46.1M -206,500 Closed