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Applied Industrial Technologies
AIT

295 hedge funds and large institutions have $3.69B invested in Applied Industrial Technologies in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 108 increasing their positions, 99 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 23

7% more capital invested

Capital invested by funds: $3.45B → $3.69B (+$239M)

5% more funds holding

Funds holding: 282 → 295 (+13)

9% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 99

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.18% less ownership

Funds ownership: 93.19% → 93.01% (-0.18%)

75% less call options, than puts

Call options by funds: $2.14M | Put options by funds: $8.67M

Holders
295
Holders Change
+13
Holders Change %
+4.61%
% of All Funds
5.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
38
Increased
108
Reduced
99
Closed
23
Calls
$2.14M
Puts
$8.67M
Net Calls
-$6.54M
Net Calls Change
-$13.8M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$14M
2
Victory Capital Management
Victory Capital Management
Texas
+$11.2M
3
TIM
Thornburg Investment Management
New Mexico
+$8.58M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$8.49M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$8.29M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$26.8M
2
BlackRock
BlackRock
New York
-$12.4M
3
LCG
Lisanti Capital Growth
New York
-$10.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$9.17M
5
Millennium Management
Millennium Management
New York
-$8.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Teachers Retirement System (NYSTRS)
51
New York State Teachers Retirement System (NYSTRS)
New York
$8.18M – – –
Millennium Management
52
Millennium Management
New York
$7.36M -$8.54M -83,140 -54%
Public Sector Pension Investment Board (PSP Investments)
53
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.24M -$71.7K -698 -1%
SO
54
STRS Ohio
Ohio
$6.77M -$2.2M -21,400 -25%
Prudential Financial
55
Prudential Financial
New Jersey
$6.65M -$2.91M -28,363 -30%
Russell Investments Group
56
Russell Investments Group
United Kingdom
$6.52M +$1.33M +12,939 +26%
CSS
57
Cubist Systematic Strategies
Connecticut
$6.11M +$814K +7,930 +15%
State of Wisconsin Investment Board
58
State of Wisconsin Investment Board
Wisconsin
$6.05M -$250K -2,434 -4%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$4.95M -$93.5K -911 -2%
Assenagon Asset Management
60
Assenagon Asset Management
Luxembourg
$4.9M -$5.54M -53,970 -53%
AG
61
Algert Global
California
$4.86M +$903K +8,796 +23%
Canada Life
62
Canada Life
Manitoba, Canada
$4.8M +$856K +8,341 +22%
US Bancorp
63
US Bancorp
Minnesota
$4.78M +$3.49K +34 +0.1%
UBS AM
64
UBS AM
Illinois
$4.56M -$1.06M -10,333 -19%
Teacher Retirement System of Texas
65
Teacher Retirement System of Texas
Texas
$4.5M +$1.62M +15,764 +56%
SEI Investments
66
SEI Investments
Pennsylvania
$4.44M +$2.05M +19,989 +86%
LIP
67
Lighthouse Investment Partners
Florida
$4.32M +$574K +5,588 +15%
TRSOTSOK
68
Teachers Retirement System of the State of Kentucky
Kentucky
$4.26M +$4.26M +41,491 New
SCP
69
Seizert Capital Partners
Michigan
$4.21M – – –
Comerica Bank
70
Comerica Bank
Texas
$4.1M -$234K -2,278 -6%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$4.09M +$203K +1,978 +5%
RS
72
Robeco Schweiz
Switzerland
$3.91M +$201K +1,960 +5%
CCPM
73
Cooper Creek Partners Management
New York
$3.86M -$579K -5,643 -13%
COPPSERS
74
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.6M -$1.85K -18 -0.1%
RBC
75
Romano Brothers & Co
Illinois
$3.58M +$3.58M +34,828 New
1 2
3
4 5

AIT Hedge Fund Activity: Q3 2022 in Review

295 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q3 2022, worth a combined $3.69B — up 6.9% from $3.45B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new AIT positions and 23 closed out — a net gain of 15 holders — while 108 added to existing stakes and 99 trimmed.

The largest buyer was Vanguard Group, adding an estimated $14M. The largest seller was JP Morgan Chase, cutting an estimated $26.8M.

  • 295 institutional investors held Applied Industrial Technologies (AIT) as of Q3 2022, up from 282 in Q2 2022.
  • Funds reported $3.69B of Applied Industrial Technologies stock for Q3 2022, up 6.9% quarter-over-quarter.
  • 38 funds opened new Applied Industrial Technologies positions in Q3 2022 and 23 closed out, a net change of +15 holders.
  • The largest Applied Industrial Technologies buyer in Q3 2022 was Vanguard Group, an estimated $14M added.
  • The largest Applied Industrial Technologies seller in Q3 2022 was JP Morgan Chase, an estimated $26.8M sold.

Based on aggregated 13F filings for Q3 2022.