Applied Industrial Technologies
388 hedge funds and large institutions have $6.36B invested in Applied Industrial Technologies in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 141 increasing their positions, 144 reducing their positions, and 35 closing their positions.
300% more call options, than puts
Call options by funds: $6.56M | Put options by funds: $1.64M
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
37% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 35
13% more capital invested
Capital invested by funds: $5.62B → $6.36B (+$741M)
2% more funds holding
Funds holding: 380 → 388 (+8)
1.3% more ownership
Funds ownership: 93.72% → 95.02% (+1.3%)
2% less repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 144
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$91.9M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$82.2M |
| 3 |
HAI
Hennessy Advisors Inc
Novato,
California
|
+$25.4M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$19.2M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$17.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$32.9M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$24.3M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$19M |
| 4 |
PCM
Palisade Capital Management
Fort Lee,
New Jersey
|
-$17.9M |
| 5 |
RI
Redwood Investments
Boston,
Massachusetts
|
-$13.3M |
AIT Hedge Fund Activity: Q4 2023 in Review
388 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q4 2023, worth a combined $6.36B — up 13% from $5.62B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new AIT positions and 35 closed out — a net gain of 13 holders — while 141 added to existing stakes and 144 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $91.9M. The largest seller was JP Morgan Chase, cutting an estimated $32.9M.
- 388 institutional investors held Applied Industrial Technologies (AIT) as of Q4 2023, up from 380 in Q3 2023.
- Funds reported $6.36B of Applied Industrial Technologies stock for Q4 2023, up 13% quarter-over-quarter.
- 48 funds opened new Applied Industrial Technologies positions in Q4 2023 and 35 closed out, a net change of +13 holders.
- The largest Applied Industrial Technologies buyer in Q4 2023 was Morgan Stanley, an estimated $91.9M added.
- The largest Applied Industrial Technologies seller in Q4 2023 was JP Morgan Chase, an estimated $32.9M sold.
Based on aggregated 13F filings for Q4 2023.