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Applied Industrial Technologies

249 hedge funds and large institutions have $3.65B invested in Applied Industrial Technologies in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 90 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $3.21B → $3.65B (+$443M)

0.54% more ownership

Funds ownership: 92.41%92.95% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 31

1% less funds holding

Funds holding: 252249 (-3)

20% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 90

39% less call options, than puts

Call options by funds: $903K | Put options by funds: $1.48M

Holders
249
Holders Change
-3
Holders Change %
-1.19%
% of All Funds
3.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
72
Reduced
90
Closed
31
Calls
$903K
Puts
$1.48M
Net Calls
-$576K
Net Calls Change
-$323K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
176
Shelton Capital Management
Colorado
$257K
PAMS
177
Pictet Asset Management (Switzerland)
Switzerland
$255K
FCBT
178
First Citizens Bank & Trust
North Carolina
$248K -$35.5K -355 -13%
AA
179
Ancora Advisors
Ohio
$244K
Ohio Public Employees Retirement System (OPERS)
180
Ohio Public Employees Retirement System (OPERS)
Ohio
$242K -$1.3K -13 -0.5%
CAN
181
Cetera Advisor Networks
California
$237K +$231K +2,304 New
CAPTRUST Financial Advisors
182
CAPTRUST Financial Advisors
North Carolina
$233K -$67.3K -672 -23%
FMBTD
183
First Midwest Bank Trust Division
Illinois
$233K
RFC
184
Regions Financial Corp
Alabama
$232K
CAM
185
Cresset Asset Management
Illinois
$226K +$220K +2,195 New
OAM
186
Origin Asset Management
United Kingdom
$217K +$212K +2,118 New
RCS
187
Retirement Capital Strategies
California
$213K +$208K +2,077 New
UAML
188
US Asset Management LLC
Pennsylvania
$212K
NA
189
Navellier & Associates
Nevada
$208K +$203K +2,026 New
BOS
190
Bank of Stockton
California
$205K +$200K +2,000 New
NIMI
191
Natixis Investment Managers International
France
$189K -$109K -1,087 -37%
UBS Group
192
UBS Group
Switzerland
$158K +$88.1K +880 +134%
Barrow, Hanley, Mewhinney & Strauss
193
Barrow, Hanley, Mewhinney & Strauss
Texas
$151K +$16.2K +162 +12%
PI
194
PineBridge Investments
New York
$144K +$140K +1,400 New
CSS
195
Cubist Systematic Strategies
Connecticut
$125K -$631K -6,300 -84%
CTC
196
Central Trust Company
Missouri
$117K
GWM
197
Geneos Wealth Management
Colorado
$103K
PHK
198
Point72 Hong Kong
Hong Kong
$93K +$91.1K +910 New
GCM
199
Gladius Capital Management
Illinois
$89K +$86K +859 New
SWA
200
Sutton Wealth Advisors
Florida
$77.2K +$1K +10 +1%

AIT Hedge Fund Activity: Q4 2021 in Review

249 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q4 2021, worth a combined $3.65B — up 14% from $3.21B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of AIT and 30 opened new positions — a net loss of 1 holder — while 90 trimmed existing stakes and 72 added.

The largest buyer was AllianceBernstein, adding an estimated $94.2M. The largest seller was JP Morgan Chase, cutting an estimated $28.7M.

  • 249 institutional investors held Applied Industrial Technologies (AIT) as of Q4 2021, down from 252 in Q3 2021.
  • Funds reported $3.65B of Applied Industrial Technologies stock for Q4 2021, up 14% quarter-over-quarter.
  • 30 funds opened new Applied Industrial Technologies positions in Q4 2021 and 31 closed out, a net change of -1 holder.
  • The largest Applied Industrial Technologies buyer in Q4 2021 was AllianceBernstein, an estimated $94.2M added.
  • The largest Applied Industrial Technologies seller in Q4 2021 was JP Morgan Chase, an estimated $28.7M sold.

Based on aggregated 13F filings for Q4 2021.