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Applied Industrial Technologies
AIT

282 hedge funds and large institutions have $3.45B invested in Applied Industrial Technologies in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 92 increasing their positions, 104 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more call options, than puts

Call options by funds: $9.14M | Put options by funds: $1.89M

68% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 28

5% more funds holding

Funds holding: 269 → 282 (+13)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.03% less ownership

Funds ownership: 93.21% → 93.19% (-0.03%)

4% less capital invested

Capital invested by funds: $3.59B → $3.45B (-$146M)

12% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 104

Holders
282
Holders Change
+13
Holders Change %
+4.83%
% of All Funds
4.75%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
47
Increased
92
Reduced
104
Closed
28
Calls
$9.14M
Puts
$1.89M
Net Calls
+$7.25M
Net Calls Change
+$7.45M

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$23.5M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$15.9M
3
Millennium Management
Millennium Management
New York
+$15.3M
4
Morgan Stanley
Morgan Stanley
New York
+$15.3M
5
Renaissance Technologies
Renaissance Technologies
New York
+$13.6M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$109M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$28.2M
3
EVM
Eaton Vance Management
Massachusetts
-$22.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$12.6M
5
RA
Royce & Associates
New York
-$10.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
151
Wells Fargo
California
$893K -$3.6M -35,609 -79%
HighTower Advisors
152
HighTower Advisors
Illinois
$868K +$98.5K +976 +12%
PCM
153
Polaris Capital Management
Massachusetts
$866K – – –
Stifel Financial
154
Stifel Financial
Missouri
$837K -$34.3K -340 -4%
MCM
155
MAI Capital Management
Ohio
$837K – – –
Handelsbanken Fonder
156
Handelsbanken Fonder
Sweden
$829K -$10.1K -100 -1%
ECM
157
Everence Capital Management
Indiana
$806K – – –
EGM
158
Engineers Gate Manager
New York
$802K +$375K +3,718 +80%
Janus Henderson Group
159
Janus Henderson Group
United Kingdom
$757K -$1.21K -12 -0.2%
KeyBank National Association
160
KeyBank National Association
Ohio
$737K -$96.4K -955 -11%
LFAS
161
Level Four Advisory Services
Texas
$670K +$703K +6,964 New
D.E. Shaw & Co
162
D.E. Shaw & Co
New York
$667K +$701K +6,939 New
IFS
163
Ifrah Financial Services
Arkansas
$641K +$382K +3,786 +131%
HW
164
Hancock Whitney
Mississippi
$639K +$3.03K +30 +0.5%
Public Employees Retirement Association of Colorado
165
Public Employees Retirement Association of Colorado
Colorado
$628K – – –
MOACM
166
Mutual of America Capital Management
New York
$621K +$92.4K +915 +17%
ZIM
167
Zacks Investment Management
Illinois
$562K -$303 -3 -0.1%
DTL
168
Dynamic Technology Lab
Singapore
$554K +$582K +5,760 New
Mitsubishi UFJ Asset Management
169
Mitsubishi UFJ Asset Management
Japan
$543K -$111K -1,099 -16%
PFO
170
Pathstone Family Office
New Jersey
$539K -$4.24K -42 -0.7%
TFA
171
Toth Financial Advisory
Virginia
$533K +$560K +5,545 New
Tudor Investment Corp
172
Tudor Investment Corp
Connecticut
$521K -$69.5K -688 -11%
B
173
Bailard
California
$491K -$40.4K -400 -7%
OAM
174
Oberweis Asset Management
Illinois
$490K +$212K +2,100 +70%
Zurich Cantonal Bank
175
Zurich Cantonal Bank
Switzerland
$478K -$52.5K -520 -9%
5 6
7
8 9

AIT Hedge Fund Activity: Q2 2022 in Review

282 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q2 2022, worth a combined $3.45B — down 4.1% from $3.59B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AIT positions and 28 closed out — a net gain of 19 holders — while 92 added to existing stakes and 104 trimmed.

The largest buyer was Loomis, Sayles & Company, adding an estimated $23.5M. The largest seller was AllianceBernstein, cutting an estimated $109M.

  • 282 institutional investors held Applied Industrial Technologies (AIT) as of Q2 2022, up from 269 in Q1 2022.
  • Funds reported $3.45B of Applied Industrial Technologies stock for Q2 2022, down 4.1% quarter-over-quarter.
  • 47 funds opened new Applied Industrial Technologies positions in Q2 2022 and 28 closed out, a net change of +19 holders.
  • The largest Applied Industrial Technologies buyer in Q2 2022 was Loomis, Sayles & Company, an estimated $23.5M added.
  • The largest Applied Industrial Technologies seller in Q2 2022 was AllianceBernstein, an estimated $109M sold.

Based on aggregated 13F filings for Q2 2022.