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Applied Industrial Technologies
AIT

354 hedge funds and large institutions have $5.23B invested in Applied Industrial Technologies in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 133 increasing their positions, 117 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

16% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 32

14% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 117

1% more funds holding

Funds holding: 349 → 354 (+5)

8% more call options, than puts

Call options by funds: $2.79M | Put options by funds: $2.58M

2% more capital invested

Capital invested by funds: $5.15B → $5.23B (+$84.2M)

0.29% less ownership

Funds ownership: 93.87% → 93.58% (-0.29%)

Holders
354
Holders Change
+5
Holders Change %
+1.43%
% of All Funds
5.56%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
37
Increased
133
Reduced
117
Closed
32
Calls
$2.79M
Puts
$2.58M
Net Calls
+$217K
Net Calls Change
-$678K

Top Buyers

1
PFM
Premier Fund Managers
United Kingdom
+$18.9M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$16.1M
3
ACH
ArrowMark Colorado Holdings
Colorado
+$14.4M
4
Invesco
Invesco
Georgia
+$13.8M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$9.49M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$32.1M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$30.6M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$23.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.6M
5
HI
Handelsinvest Investeringsforvaltning
Denmark
-$9.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
WB
151
WesBanco Bank
West Virginia
$2.13M – – –
SSA
152
Schonfeld Strategic Advisors
New York
$2.07M +$1.49M +11,184 +360%
VIA
153
Virtus Investment Advisers
Connecticut
$2.06M +$1.01M +7,573 +114%
Lazard Asset Management
154
Lazard Asset Management
New York
$1.98M +$77.9K +584 +4%
GIA
155
Guyasuta Investment Advisors
Pennsylvania
$1.95M – – –
Connor, Clark & Lunn Investment Management (CC&L)
156
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.93M +$1.32M +9,929 +290%
PA
157
Paralel Advisors
Colorado
$1.93M +$1.77M +13,302 New
RG
158
Renaissance Group
Kentucky
$1.81M +$91.8K +688 +6%
VRS
159
Virginia Retirement Systems
Virginia
$1.75M +$600K +4,500 +59%
OPERF
160
Oregon Public Employees Retirement Fund
Oregon
$1.75M -$45.8K -343 -3%
PCM
161
Polaris Capital Management
Massachusetts
$1.71M – – –
ET
162
Equitable Trust
Tennessee
$1.69M – – –
ZB
163
Zions Bancorporation
Utah
$1.62M -$159K -1,192 -10%
State Board of Administration of Florida Retirement System
164
State Board of Administration of Florida Retirement System
Florida
$1.59M -$263K -1,970 -15%
E
165
Ergoteles
New York
$1.59M +$1.46M +10,951 New
ASRS
166
Arizona State Retirement System
Arizona
$1.57M -$44.6K -334 -3%
TI
167
Trexquant Investment
Connecticut
$1.55M +$154K +1,151 +12%
BTI
168
Blue Trust Inc
Georgia
$1.52M +$62K +465 +5%
Baird Financial Group
169
Baird Financial Group
Wisconsin
$1.47M +$1.36M +10,180 New
BG
170
Bahl & Gaynor
Ohio
$1.45M – – –
KWM
171
Kingsview Wealth Management
Oregon
$1.45M – – –
PGCM
172
Prescott Group Capital Management
Oklahoma
$1.45M – – –
DekaBank Deutsche Girozentrale
173
DekaBank Deutsche Girozentrale
Germany
$1.43M – – –
PA
174
Pinnacle Associates
New York
$1.43M +$16.4K +123 +1%
DA
175
Duality Advisers
Florida
$1.37M +$1.27M +9,487 New
5 6
7
8 9

AIT Hedge Fund Activity: Q2 2023 in Review

354 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q2 2023, worth a combined $5.23B — up 1.6% from $5.15B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AIT positions and 32 closed out — a net gain of 5 holders — while 133 added to existing stakes and 117 trimmed.

The largest buyer was Premier Fund Managers, opening a new position worth an estimated $18.9M. The largest seller was Millennium Management, cutting an estimated $32.1M.

  • 354 institutional investors held Applied Industrial Technologies (AIT) as of Q2 2023, up from 349 in Q1 2023.
  • Funds reported $5.23B of Applied Industrial Technologies stock for Q2 2023, up 1.6% quarter-over-quarter.
  • 37 funds opened new Applied Industrial Technologies positions in Q2 2023 and 32 closed out, a net change of +5 holders.
  • The largest Applied Industrial Technologies buyer in Q2 2023 was Premier Fund Managers, an estimated $18.9M added.
  • The largest Applied Industrial Technologies seller in Q2 2023 was Millennium Management, an estimated $32.1M sold.

Based on aggregated 13F filings for Q2 2023.