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Applied Industrial Technologies
AIT

Overview Fund Activity

496 hedge funds and large institutions have $8.62B invested in Applied Industrial Technologies in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 186 increasing their positions, 152 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
+50
Holders Change %
+11.21%
% of All Funds
6.6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
96
Increased
186
Reduced
152
Closed
35
Calls
$35.8M
Puts
$28.1M
Net Calls
+$7.73M
Net Calls Change
+$12.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$74.1M
2
Goldman Sachs
Goldman Sachs
New York
$87.7M
3
UBS Group
UBS Group
Switzerland
$43.9M
4
EAM
Eventide Asset Management
Massachusetts
$53.4M
5
First Trust Advisors
First Trust Advisors
Illinois
$96.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$394M
2
Ameriprise
Ameriprise
Minnesota
$24M
3
FMI
Fiduciary Management Inc
Wisconsin
$58.3M
4
HAI
Hennessy Advisors Inc
California
$0
5
American Century Companies
American Century Companies
Missouri
$36.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
476
WhitTier Trust Company
Nevada
$1.92K – – –
CFD
477
Creative Financial Designs
Indiana
$1.69K -$36.1K -150 -96%
CFFP
478
Center for Financial Planning
Michigan
$1.68K +$1.68K +7 New
CWP
479
Concord Wealth Partners
Virginia
$1.68K – – –
CA
480
Continuum Advisory
Idaho
$1.44K – – –
CFB
481
Cullen/Frost Bankers
Texas
$1.44K +$1.44K +6 New
HI
482
Horizon Investments
North Carolina
$1.44K +$1.44K +6 New
AGWCA
483
Annis Gardner Whiting Capital Advisors
Florida
$1.2K – – –
PPC
484
Park Place Capital
Alabama
$1.2K – – –
CSWM
485
Cassady Schiller Wealth Management
Ohio
$1.2K +$1.2K +5 New
BF
486
BOK Financial
Oklahoma
$734 +$734 +3 New
NS
487
NBC Securities
Alabama
$580 -$537K -1,851 -100%
CPG
488
Cornerstone Planning Group
New Jersey
$503 – – –
GFPC
489
Global Financial Private Client
Florida
$479 +$479 +2 New
NC
490
NewSquare Capital
Pennsylvania
$479 +$479 +2 New
TFM
491
TFC Financial Management
Massachusetts
$240 – – –
WCM
492
WealthTrak Capital Management
Virginia
$240 +$240 +1 New
MHR
493
Matthew Hamilton Rosenberg
$239 – – –
PWA
494
Principia Wealth Advisory
Texas
$239 +$239 +1 New
AF
495
Advisornet Financial
Minnesota
$239 +$239 +1 New
PWM
496
Parkworth Wealth Management
California
$239 +$239 +1 New
HAI
497
Hennessy Advisors Inc
California
– -$46.1M -206,500 Closed
IAIM
498
International Assets Investment Management
Florida
– -$429 -95,723 Closed
RG
499
Renaissance Group
Kentucky
– -$4.33M -19,402 Closed
ETC
500
Exchange Traded Concepts
Oklahoma
– -$2.33M -10,432 Closed
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