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Applied Industrial Technologies

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: 249269 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
176
Mount Yale Investment Advisors
Colorado
$319K -$3.98K -40 -1%
AIP
177
Ameritas Investment Partners
Nebraska
$312K
MPM
178
Meritage Portfolio Management
Kansas
$308K +$24.4K +245 +9%
OAM
179
Oberweis Asset Management
Illinois
$308K +$299K +3,000 New
CG
180
Caprock Group
Idaho
$300K
IFS
181
Ifrah Financial Services
Arkansas
$296K -$4.08K -41 -1%
AT
182
American Trust
Kentucky
$293K +$284K +2,856 New
ZCA
183
Zeke Capital Advisors
Pennsylvania
$281K -$69.1K -694 -20%
Cambridge Investment Research Advisors
184
Cambridge Investment Research Advisors
Iowa
$281K -$1.59K -16 -0.6%
RJFSA
185
Raymond James Financial Services Advisors
Florida
$271K +$263K +2,639 New
OSAM
186
O'Shaughnessy Asset Management
Connecticut
$261K +$253K +2,544 New
Brown Advisory
187
Brown Advisory
Maryland
$260K -$43.9K -441 -15%
PAMS
188
Pictet Asset Management (Switzerland)
Switzerland
$255K
NIMI
189
Natixis Investment Managers International
France
$250K +$59.5K +597 +32%
SCM
190
Shelton Capital Management
Colorado
$249K -$8.37K -84 -3%
MLICM
191
Metropolitan Life Insurance Company (MetLife)
New York
$246K -$719K -7,216 -75%
FCBT
192
First Citizens Bank & Trust
North Carolina
$246K -$1.29K -13 -0.5%
AA
193
Ancora Advisors
Ohio
$244K
Mackenzie Financial
194
Mackenzie Financial
Ontario, Canada
$242K -$51.7K -519 -18%
Ohio Public Employees Retirement System (OPERS)
195
Ohio Public Employees Retirement System (OPERS)
Ohio
$242K -$199 -2 -0.1%
II
196
Inspire Investing
Idaho
$238K -$65.2K -655 -22%
RFC
197
Regions Financial Corp
Alabama
$232K
CAM
198
Cresset Asset Management
Illinois
$226K +$299 +3 +0.1%
Neuberger Berman Group
199
Neuberger Berman Group
New York
$223K +$216K +2,173 New
SG Americas Securities
200
SG Americas Securities
New York
$221K -$1.54M -15,509 -88%

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.