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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
VOYA Investment Management
76
VOYA Investment Management
Georgia
$3.33M +$41.3K +402 +1%
CS
77
Credit Suisse
Switzerland
$3.31M +$62.5K +609 +2%
State of Tennessee, Department of Treasury
78
State of Tennessee, Department of Treasury
Tennessee
$3.3M +$642K +6,256 +24%
SFI
79
Susquehanna Fundamental Investments
Pennsylvania
$3.25M +$3.25M +31,623 New
YCM
80
Yousif Capital Management
Michigan
$3.19M -$51.2K -499 -2%
LCG
81
Lisanti Capital Growth
New York
$3.17M -$10.2M -99,010 -76%
SCM
82
SG Capital Management
Illinois
$3.17M -$2.17M -21,096 -41%
ZF
83
Zhang Financial
Michigan
$3.11M -$503K -4,904 -14%
Walleye Capital
84
Walleye Capital
New York
$2.93M +$2.93M +28,523 New
Calamos Advisors
85
Calamos Advisors
Illinois
$2.84M +$720K +7,008 +34%
TPSF
86
Texas Permanent School Fund
Texas
$2.84M -$14K -136 -0.5%
ZIM
87
Zacks Investment Management
Illinois
$2.82M +$2.22M +21,633 +370%
SOADOR
88
State of Alaska Department of Revenue
Alaska
$2.74M -$251K -2,440 -8%
JIC
89
Johnson Investment Counsel
Ohio
$2.7M – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
90
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.68M -$3M -29,183 -53%
Two Sigma Investments
91
Two Sigma Investments
New York
$2.68M +$141K +1,376 +6%
American Century Companies
92
American Century Companies
Missouri
$2.58M -$64K -623 -2%
Voloridge Investment Management
93
Voloridge Investment Management
Florida
$2.47M +$1.11M +10,857 +82%
D.E. Shaw & Co
94
D.E. Shaw & Co
New York
$2.42M +$1.71M +16,628 +240%
Citigroup
95
Citigroup
New York
$2.4M +$113K +1,105 +5%
EAM
96
EULAV Asset Management
Florida
$2.4M – – –
Barclays
97
Barclays
United Kingdom
$2.39M -$106K -1,034 -4%
State of New Jersey Common Pension Fund D
98
State of New Jersey Common Pension Fund D
New Jersey
$2.32M – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
99
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.27M -$554K -5,400 -20%
First Trust Advisors
100
First Trust Advisors
Illinois
$2.25M +$630K +6,136 +39%
2 3
4
5 6

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.