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Applied Industrial Technologies
AIT

269 hedge funds and large institutions have $3.59B invested in Applied Industrial Technologies in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 86 increasing their positions, 80 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 17

8% more funds holding

Funds holding: 249 → 269 (+20)

8% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 80

0.26% more ownership

Funds ownership: 92.95% → 93.21% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less capital invested

Capital invested by funds: $3.65B → $3.59B (-$57.8M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $202K

Holders
269
Holders Change
+20
Holders Change %
+8.03%
% of All Funds
4.24%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
41
Increased
86
Reduced
80
Closed
17
Calls
–
Puts
$202K
Net Calls
-$202K
Net Calls Change
+$374K

Top Buyers

1
BlackRock
BlackRock
New York
+$45.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$13.7M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$8.28M
4
State Street
State Street
Massachusetts
+$4.83M
5
CRM
Cramer Rosenthal McGlynn
Connecticut
+$3.81M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$39M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$17.3M
3
EVM
Eaton Vance Management
Massachusetts
-$7.21M
4
Victory Capital Management
Victory Capital Management
Texas
-$4.71M
5
Walleye Capital
Walleye Capital
New York
-$4.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$564K – – –
E
152
Ergoteles
New York
$513K +$19.9K +200 +4%
KCM
153
Kanawha Capital Management
Virginia
$487K – – –
SSWM
154
Sheets Smith Wealth Management
North Carolina
$484K +$100 +1 +0%
MM
155
MQS Management
New York
$481K +$466K +4,682 New
EGM
156
Engineers Gate Manager
New York
$474K +$460K +4,620 New
ZCM
157
Zebra Capital Management
Connecticut
$474K +$460K +4,621 New
PA
158
Profund Advisors
Maryland
$469K +$37.1K +373 +9%
Commonwealth Equity Services
159
Commonwealth Equity Services
Massachusetts
$459K +$5.18K +52 +1%
EIM
160
Essex Investment Management
Massachusetts
$447K – – –
Osaic Holdings
161
Osaic Holdings
Arizona
$435K +$3.48K +35 +0.8%
QCM
162
Quantinno Capital Management
New York
$430K -$8.66K -87 -2%
IA
163
IndexIQ Advisors
New York
$416K -$58K -582 -13%
DCM
164
Delta Capital Management
New Jersey
$414K -$6.97K -70 -2%
Lido Advisors
165
Lido Advisors
California
$396K +$385K +3,867 New
HC
166
Henshaw Capital
Massachusetts
$392K – – –
WCM
167
Wedge Capital Management
North Carolina
$388K +$38.1K +383 +11%
Jane Street
168
Jane Street
New York
$372K +$361K +3,623 New
CGH
169
Crossmark Global Holdings
Texas
$364K – – –
Millennium Management
170
Millennium Management
New York
$354K -$504K -5,062 -60%
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$339K +$103K +1,034 +45%
Renaissance Technologies
172
Renaissance Technologies
New York
$339K +$329K +3,300 New
VI
173
Versor Investments
New York
$333K +$323K +3,242 New
CIBC Asset Management
174
CIBC Asset Management
Ontario, Canada
$330K – – –
FP
175
Foundry Partners
Minnesota
$320K +$310K +3,115 New
5 6
7
8 9

AIT Hedge Fund Activity: Q1 2022 in Review

269 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q1 2022, worth a combined $3.59B — down 1.6% from $3.65B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new AIT positions and 17 closed out — a net gain of 24 holders — while 86 added to existing stakes and 80 trimmed.

The largest buyer was BlackRock, adding an estimated $45.7M. The largest seller was JP Morgan Chase, cutting an estimated $39M.

  • 269 institutional investors held Applied Industrial Technologies (AIT) as of Q1 2022, up from 249 in Q4 2021.
  • Funds reported $3.59B of Applied Industrial Technologies stock for Q1 2022, down 1.6% quarter-over-quarter.
  • 41 funds opened new Applied Industrial Technologies positions in Q1 2022 and 17 closed out, a net change of +24 holders.
  • The largest Applied Industrial Technologies buyer in Q1 2022 was BlackRock, an estimated $45.7M added.
  • The largest Applied Industrial Technologies seller in Q1 2022 was JP Morgan Chase, an estimated $39M sold.

Based on aggregated 13F filings for Q1 2022.