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Applied Industrial Technologies
AIT

249 hedge funds and large institutions have $3.65B invested in Applied Industrial Technologies in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 90 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $3.21B → $3.65B (+$443M)

0.54% more ownership

Funds ownership: 92.41% → 92.95% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 31

1% less funds holding

Funds holding: 252 → 249 (-3)

20% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 90

39% less call options, than puts

Call options by funds: $903K | Put options by funds: $1.48M

Holders
249
Holders Change
-3
Holders Change %
-1.19%
% of All Funds
3.83%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
30
Increased
72
Reduced
90
Closed
31
Calls
$903K
Puts
$1.48M
Net Calls
-$576K
Net Calls Change
-$323K

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$94.2M
2
BlackRock
BlackRock
New York
+$12.5M
3
BTW
Boston Trust Walden
Massachusetts
+$6.82M
4
Ameriprise
Ameriprise
Minnesota
+$4.97M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$4.61M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$28.7M
2
Millennium Management
Millennium Management
New York
-$26.5M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$16.4M
4
Invesco
Invesco
Georgia
-$9.28M
5
Prudential Financial
Prudential Financial
New Jersey
-$8.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
State of New Jersey Common Pension Fund D
76
State of New Jersey Common Pension Fund D
New Jersey
$2.72M -$418K -4,173 -14%
JIC
77
Johnson Investment Counsel
Ohio
$2.7M -$58.1K -580 -2%
ERSOT
78
Employees Retirement System of Texas
Texas
$2.57M – – –
AIG
79
American International Group
New York
$2.4M -$100K -1,003 -4%
EAM
80
EULAV Asset Management
Florida
$2.39M – – –
FIM
81
Fruth Investment Management
Texas
$2.23M -$10K -100 -0.5%
HSBC Holdings
82
HSBC Holdings
United Kingdom
$2.2M -$71.3K -712 -3%
Envestnet Asset Management
83
Envestnet Asset Management
Illinois
$2.18M +$296K +2,961 +16%
State of Tennessee, Department of Treasury
84
State of Tennessee, Department of Treasury
Tennessee
$2.16M +$54K +540 +3%
AB
85
Amalgamated Bank
New York
$2.04M -$62.5K -624 -3%
Nisa Investment Advisors
86
Nisa Investment Advisors
Missouri
$1.95M -$33K -330 -2%
OA
87
Oak Associates
Ohio
$1.94M +$1.89M +18,875 New
LSERS
88
Louisiana State Employees Retirement System
Louisiana
$1.91M -$10K -100 -0.5%
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$1.9M -$2.2M -21,976 -54%
CAM
90
ClariVest Asset Management
California
$1.85M -$180K -1,800 -9%
SG Americas Securities
91
SG Americas Securities
New York
$1.81M -$3.48M -34,785 -66%
VIM
92
VELA Investment Management
Ohio
$1.8M +$1.76M +17,542 New
Russell Investments Group
93
Russell Investments Group
United Kingdom
$1.77M +$66.7K +666 +4%
Allspring Global Investments
94
Allspring Global Investments
North Carolina
$1.71M +$1.67M +16,666 New
Allianz Asset Management
95
Allianz Asset Management
Germany
$1.64M -$28.7K -287 -2%
MAM
96
Martingale Asset Management
Massachusetts
$1.63M -$39.6K -396 -2%
KeyBank National Association
97
KeyBank National Association
Ohio
$1.58M -$33K -330 -2%
MSRPS
98
Maryland State Retirement & Pension System
Maryland
$1.57M +$1K +10 +0.1%
OPERF
99
Oregon Public Employees Retirement Fund
Oregon
$1.54M -$70.1K -700 -4%
WB
100
WesBanco Bank
West Virginia
$1.51M – – –
2 3
4
5 6

AIT Hedge Fund Activity: Q4 2021 in Review

249 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q4 2021, worth a combined $3.65B — up 14% from $3.21B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of AIT and 30 opened new positions — a net loss of 1 holder — while 90 trimmed existing stakes and 72 added.

The largest buyer was AllianceBernstein, adding an estimated $94.2M. The largest seller was JP Morgan Chase, cutting an estimated $28.7M.

  • 249 institutional investors held Applied Industrial Technologies (AIT) as of Q4 2021, down from 252 in Q3 2021.
  • Funds reported $3.65B of Applied Industrial Technologies stock for Q4 2021, up 14% quarter-over-quarter.
  • 30 funds opened new Applied Industrial Technologies positions in Q4 2021 and 31 closed out, a net change of -1 holder.
  • The largest Applied Industrial Technologies buyer in Q4 2021 was AllianceBernstein, an estimated $94.2M added.
  • The largest Applied Industrial Technologies seller in Q4 2021 was JP Morgan Chase, an estimated $28.7M sold.

Based on aggregated 13F filings for Q4 2021.