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Applied Industrial Technologies
AIT

380 hedge funds and large institutions have $5.62B invested in Applied Industrial Technologies in 2023 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 136 increasing their positions, 132 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 25

7% more funds holding

Funds holding: 354 → 380 (+26)

7% more capital invested

Capital invested by funds: $5.23B → $5.62B (+$384M)

3% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 132

0.14% more ownership

Funds ownership: 93.58% → 93.72% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

18% less call options, than puts

Call options by funds: $2.83M | Put options by funds: $3.45M

Holders
380
Holders Change
+26
Holders Change %
+7.34%
% of All Funds
6.03%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
54
Increased
136
Reduced
132
Closed
25
Calls
$2.83M
Puts
$3.45M
Net Calls
-$618K
Net Calls Change
-$835K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$67.8M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$31.2M
3
Capital World Investors
Capital World Investors
California
+$30.7M
4
Morgan Stanley
Morgan Stanley
New York
+$21.5M
5
Charles Schwab
Charles Schwab
California
+$19.3M

Top Sellers

Rank Fund Capital Flow
1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$90.7M
2
Victory Capital Management
Victory Capital Management
Texas
-$24.9M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$24.3M
4
FMI
Fiduciary Management Inc
Wisconsin
-$21.1M
5
BlackRock
BlackRock
New York
-$15.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
151
ClariVest Asset Management
California
$2.42M +$1.13M +7,540 +93%
Wells Fargo
152
Wells Fargo
California
$2.34M -$1.43M -9,557 -39%
WB
153
WesBanco Bank
West Virginia
$2.27M – – –
UBS Group
154
UBS Group
Switzerland
$2.24M -$2.9M -19,320 -57%
EI
155
EAM Investors
California
$2.21M +$2.15M +14,307 New
MSRPS
156
Maryland State Retirement & Pension System
Maryland
$2.2M -$123K -823 -5%
VIA
157
Virtus Investment Advisers
Connecticut
$2.2M – – –
TD Asset Management
158
TD Asset Management
Ontario, Canada
$2.18M -$450K -3,000 -18%
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$2.14M +$2.08M +13,842 New
CIP
160
Chartwell Investment Partners
Pennsylvania
$2.1M -$689K -4,592 -25%
GIA
161
Guyasuta Investment Advisors
Pennsylvania
$2.08M – – –
PA
162
Paralel Advisors
Colorado
$2.08M +$23.1K +154 +1%
AIM
163
Ausbil Investment Management
Australia
$2.07M +$635K +4,237 +46%
WCM
164
Wedge Capital Management
North Carolina
$2.05M -$3.26M -21,738 -62%
RJA
165
Raymond James & Associates
Florida
$2.01M -$919K -6,130 -32%
RG
166
Renaissance Group
Kentucky
$1.96M +$21K +140 +1%
VHAM
167
Van Hulzen Asset Management
California
$1.87M +$525K +3,502 +41%
Squarepoint
168
Squarepoint
New York
$1.87M +$1.82M +12,119 New
VRS
169
Virginia Retirement Systems
Virginia
$1.87M – – –
ZB
170
Zions Bancorporation
Utah
$1.87M +$136K +904 +8%
QC
171
Quadrature Capital
United Kingdom
$1.86M +$1.81M +12,042 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
172
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.86M +$1.8M +12,000 New
PCM
173
Polaris Capital Management
Massachusetts
$1.82M – – –
ET
174
Equitable Trust
Tennessee
$1.8M – – –
GAM
175
Gotham Asset Management
New York
$1.8M +$909K +6,061 +109%
5 6
7
8 9

AIT Hedge Fund Activity: Q3 2023 in Review

380 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q3 2023, worth a combined $5.62B — up 7.3% from $5.23B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new AIT positions and 25 closed out — a net gain of 29 holders — while 136 added to existing stakes and 132 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $67.8M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $90.7M.

  • 380 institutional investors held Applied Industrial Technologies (AIT) as of Q3 2023, up from 354 in Q2 2023.
  • Funds reported $5.62B of Applied Industrial Technologies stock for Q3 2023, up 7.3% quarter-over-quarter.
  • 54 funds opened new Applied Industrial Technologies positions in Q3 2023 and 25 closed out, a net change of +29 holders.
  • The largest Applied Industrial Technologies buyer in Q3 2023 was Fidelity Investments, an estimated $67.8M added.
  • The largest Applied Industrial Technologies seller in Q3 2023 was Fuller & Thaler Asset Management, an estimated $90.7M sold.

Based on aggregated 13F filings for Q3 2023.