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Applied Industrial Technologies
AIT

252 hedge funds and large institutions have $3.21B invested in Applied Industrial Technologies in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 82 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

4% more funds holding

Funds holding: 243 → 252 (+9)

1.35% more ownership

Funds ownership: 91.06% → 92.41% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less capital invested

Capital invested by funds: $3.23B → $3.21B (-$17.4M)

1% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 83

20% less call options, than puts

Call options by funds: $1.02M | Put options by funds: $1.27M

Holders
252
Holders Change
+9
Holders Change %
+3.7%
% of All Funds
4.41%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
28
Increased
82
Reduced
83
Closed
17
Calls
$1.02M
Puts
$1.27M
Net Calls
-$253K
Net Calls Change
-$818K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$19.2M
2
Millennium Management
Millennium Management
New York
+$18.2M
3
RA
Royce & Associates
New York
+$15.6M
4
Victory Capital Management
Victory Capital Management
Texas
+$10.6M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$7.15M

Top Sellers

1
CRM
Cramer Rosenthal McGlynn
Connecticut
-$28.9M
2
JP Morgan Chase
JP Morgan Chase
New York
-$15.6M
3
BlackRock
BlackRock
New York
-$13.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.43M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$3.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
126
Polaris Capital Management
Massachusetts
$919K – – –
MLICM
127
Metropolitan Life Insurance Company (MetLife)
New York
$918K -$48.5K -551 -5%
AQR Capital Management
128
AQR Capital Management
Connecticut
$908K +$505K +5,739 +132%
BG
129
Bahl & Gaynor
Ohio
$901K – – –
KWM
130
Kingsview Wealth Management
Oregon
$901K – – –
Robeco Institutional Asset Management
131
Robeco Institutional Asset Management
Netherlands
$814K – – –
Stifel Financial
132
Stifel Financial
Missouri
$808K +$20.9K +238 +3%
DCM
133
Dupont Capital Management
Delaware
$792K – – –
Handelsbanken Fonder
134
Handelsbanken Fonder
Sweden
$786K – – –
MCM
135
MAI Capital Management
Ohio
$784K -$149K -1,699 -16%
ECM
136
Everence Capital Management
Indiana
$755K – – –
KFA
137
Krane Funds Advisors
New York
$747K +$730K +8,293 New
HighTower Advisors
138
HighTower Advisors
Illinois
$723K +$2.46K +28 +0.3%
CSS
139
Cubist Systematic Strategies
Connecticut
$678K -$547K -6,214 -45%
QCM
140
Quantinno Capital Management
New York
$656K – – –
D.E. Shaw & Co
141
D.E. Shaw & Co
New York
$621K -$556K -6,320 -48%
LPL Financial
142
LPL Financial
California
$600K -$2.81K -32 -0.5%
Public Employees Retirement Association of Colorado
143
Public Employees Retirement Association of Colorado
Colorado
$595K – – –
Teacher Retirement System of Texas
144
Teacher Retirement System of Texas
Texas
$564K +$104K +1,186 +23%
E
145
Ergoteles
New York
$560K +$546K +6,208 New
Mitsubishi UFJ Asset Management
146
Mitsubishi UFJ Asset Management
Japan
$547K -$28.2K -321 -5%
ZIM
147
Zacks Investment Management
Illinois
$524K – – –
EGM
148
Engineers Gate Manager
New York
$524K +$259K +2,939 +102%
PFO
149
Pathstone Family Office
New Jersey
$496K +$70.4K +800 +17%
ZB
150
Zions Bancorporation
Utah
$491K +$54.1K +615 +13%
4 5
6
7 8

AIT Hedge Fund Activity: Q3 2021 in Review

252 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q3 2021, worth a combined $3.21B — down 0.54% from $3.23B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AIT positions and 17 closed out — a net gain of 11 holders — while 82 added to existing stakes and 83 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $19.2M. The largest seller was Cramer Rosenthal McGlynn, cutting an estimated $28.9M.

  • 252 institutional investors held Applied Industrial Technologies (AIT) as of Q3 2021, up from 243 in Q2 2021.
  • Funds reported $3.21B of Applied Industrial Technologies stock for Q3 2021, down 0.54% quarter-over-quarter.
  • 28 funds opened new Applied Industrial Technologies positions in Q3 2021 and 17 closed out, a net change of +11 holders.
  • The largest Applied Industrial Technologies buyer in Q3 2021 was Wellington Management Group, an estimated $19.2M added.
  • The largest Applied Industrial Technologies seller in Q3 2021 was Cramer Rosenthal McGlynn, an estimated $28.9M sold.

Based on aggregated 13F filings for Q3 2021.