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Applied Industrial Technologies
AIT

354 hedge funds and large institutions have $5.23B invested in Applied Industrial Technologies in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 133 increasing their positions, 117 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

16% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 32

14% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 117

1% more funds holding

Funds holding: 349 → 354 (+5)

8% more call options, than puts

Call options by funds: $2.79M | Put options by funds: $2.58M

2% more capital invested

Capital invested by funds: $5.15B → $5.23B (+$84.2M)

0.29% less ownership

Funds ownership: 93.87% → 93.58% (-0.29%)

Holders
354
Holders Change
+5
Holders Change %
+1.43%
% of All Funds
5.56%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
37
Increased
133
Reduced
117
Closed
32
Calls
$2.79M
Puts
$2.58M
Net Calls
+$217K
Net Calls Change
-$678K

Top Buyers

1
PFM
Premier Fund Managers
United Kingdom
+$18.9M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$16.1M
3
ACH
ArrowMark Colorado Holdings
Colorado
+$14.4M
4
Invesco
Invesco
Georgia
+$13.8M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$9.49M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$32.1M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$30.6M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$23.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.6M
5
HI
Handelsinvest Investeringsforvaltning
Denmark
-$9.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
ZCM
51
Ziegler Capital Management
Illinois
$14.8M -$2.04M -15,298 -13%
SI
52
Scout Investments
Missouri
$13.9M -$369K -2,763 -3%
Federated Hermes
53
Federated Hermes
Pennsylvania
$13.8M -$58.8K -441 -0.5%
Millennium Management
54
Millennium Management
New York
$13.6M -$32.1M -240,561 -72%
Swiss National Bank
55
Swiss National Bank
Switzerland
$12.2M +$120K +900 +1%
AllianceBernstein
56
AllianceBernstein
Tennessee
$11.1M -$145K -1,086 -1%
CRC
57
Curi RMB Capital
Illinois
$10.7M +$4.64M +34,793 +89%
New York State Teachers Retirement System (NYSTRS)
58
New York State Teachers Retirement System (NYSTRS)
New York
$10.6M -$40K -300 -0.4%
AG
59
Algert Global
California
$10.4M +$912K +6,834 +11%
Deutsche Bank
60
Deutsche Bank
Germany
$10M +$5.54M +41,569 +150%
HA
61
Homestead Advisers
Virginia
$9.97M – – –
Public Sector Pension Investment Board (PSP Investments)
62
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.94M +$96.6K +724 +1%
CRM
63
Cramer Rosenthal McGlynn
Connecticut
$9.83M -$1.73M -12,960 -16%
SEI Investments
64
SEI Investments
Pennsylvania
$9.81M +$190K +1,421 +2%
ProShare Advisors
65
ProShare Advisors
Maryland
$9.59M -$567K -4,250 -6%
TAM
66
Thematics Asset Management
France
$9.36M +$1.07M +8,000 +14%
Teacher Retirement System of Texas
67
Teacher Retirement System of Texas
Texas
$9.13M -$282K -2,114 -3%
PC
68
Pier Capital
Connecticut
$8.78M +$8.09M +60,645 New
Prudential Financial
69
Prudential Financial
New Jersey
$8.53M +$1.25M +9,402 +19%
LCG
70
Lisanti Capital Growth
New York
$7.81M -$3.52M -26,405 -33%
CS
71
Credit Suisse
Switzerland
$7.73M +$1.4M +10,487 +24%
Neuberger Berman Group
72
Neuberger Berman Group
New York
$7.63M +$2.93M +21,948 +71%
Allianz Asset Management
73
Allianz Asset Management
Germany
$7.08M -$26.4K -198 -0.4%
State of Wisconsin Investment Board
74
State of Wisconsin Investment Board
Wisconsin
$7.05M -$241K -1,807 -4%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$6.78M -$176K -1,317 -3%
1 2
3
4 5

AIT Hedge Fund Activity: Q2 2023 in Review

354 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q2 2023, worth a combined $5.23B — up 1.6% from $5.15B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AIT positions and 32 closed out — a net gain of 5 holders — while 133 added to existing stakes and 117 trimmed.

The largest buyer was Premier Fund Managers, opening a new position worth an estimated $18.9M. The largest seller was Millennium Management, cutting an estimated $32.1M.

  • 354 institutional investors held Applied Industrial Technologies (AIT) as of Q2 2023, up from 349 in Q1 2023.
  • Funds reported $5.23B of Applied Industrial Technologies stock for Q2 2023, up 1.6% quarter-over-quarter.
  • 37 funds opened new Applied Industrial Technologies positions in Q2 2023 and 32 closed out, a net change of +5 holders.
  • The largest Applied Industrial Technologies buyer in Q2 2023 was Premier Fund Managers, an estimated $18.9M added.
  • The largest Applied Industrial Technologies seller in Q2 2023 was Millennium Management, an estimated $32.1M sold.

Based on aggregated 13F filings for Q2 2023.