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Applied Industrial Technologies
AIT

295 hedge funds and large institutions have $3.69B invested in Applied Industrial Technologies in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 108 increasing their positions, 99 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 23

7% more capital invested

Capital invested by funds: $3.45B → $3.69B (+$239M)

5% more funds holding

Funds holding: 282 → 295 (+13)

9% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 99

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.18% less ownership

Funds ownership: 93.19% → 93.01% (-0.18%)

75% less call options, than puts

Call options by funds: $2.14M | Put options by funds: $8.67M

Holders
295
Holders Change
+13
Holders Change %
+4.61%
% of All Funds
5.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
38
Increased
108
Reduced
99
Closed
23
Calls
$2.14M
Puts
$8.67M
Net Calls
-$6.54M
Net Calls Change
-$13.8M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$14M
2
Victory Capital Management
Victory Capital Management
Texas
+$11.2M
3
TIM
Thornburg Investment Management
New Mexico
+$8.58M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$8.49M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$8.29M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$26.8M
2
BlackRock
BlackRock
New York
-$12.4M
3
LCG
Lisanti Capital Growth
New York
-$10.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$9.17M
5
Millennium Management
Millennium Management
New York
-$8.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
Public Employees Retirement Association of Colorado
176
Public Employees Retirement Association of Colorado
Colorado
$671K – – –
APG Asset Management
177
APG Asset Management
Netherlands
$619K +$257K +2,500 +74%
TRCT
178
Tower Research Capital (TRC)
New York
$601K +$373K +3,636 +165%
Mitsubishi UFJ Asset Management
179
Mitsubishi UFJ Asset Management
Japan
$580K – – –
VIA
180
Virtus Investment Advisers
Connecticut
$575K +$575K +5,596 New
TFA
181
Toth Financial Advisory
Virginia
$570K – – –
EGM
182
Engineers Gate Manager
New York
$562K -$295K -2,870 -34%
Zurich Cantonal Bank
183
Zurich Cantonal Bank
Switzerland
$511K – – –
NYLIM
184
New York Life Investment Management
New York
$504K +$37K +360 +8%
CAG
185
Csenge Advisory Group
Florida
$500K +$500K +4,868 New
KCM
186
Kanawha Capital Management
Virginia
$487K – – –
SSWM
187
Sheets Smith Wealth Management
North Carolina
$485K +$103 +1 +0%
Commonwealth Equity Services
188
Commonwealth Equity Services
Massachusetts
$482K +$5.96K +58 +1%
GC
189
Guggenheim Capital
Illinois
$452K +$148K +1,446 +49%
FIM
190
Freedom Investment Management
Connecticut
$445K -$5.03K -49 -1%
CAN
191
Cetera Advisor Networks
California
$425K +$425K +4,135 New
Arrowstreet Capital
192
Arrowstreet Capital
Massachusetts
$411K +$410K +3,995 New
DCM
193
Delta Capital Management
New Jersey
$409K – – –
HC
194
Henshaw Capital
Massachusetts
$392K – – –
QCM
195
Quantinno Capital Management
New York
$391K -$30.1K -293 -7%
Lido Advisors
196
Lido Advisors
California
$391K +$26.8K +261 +7%
BCM
197
Bayesian Capital Management
New York
$389K +$388K +3,782 New
WCM
198
Wedge Capital Management
North Carolina
$384K -$3.59K -35 -0.9%
FP
199
Foundry Partners
Minnesota
$354K -$2.05K -20 -0.6%
CGH
200
Crossmark Global Holdings
Texas
$351K +$4.52K +44 +1%
6 7
8
9 10

AIT Hedge Fund Activity: Q3 2022 in Review

295 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q3 2022, worth a combined $3.69B — up 6.9% from $3.45B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new AIT positions and 23 closed out — a net gain of 15 holders — while 108 added to existing stakes and 99 trimmed.

The largest buyer was Vanguard Group, adding an estimated $14M. The largest seller was JP Morgan Chase, cutting an estimated $26.8M.

  • 295 institutional investors held Applied Industrial Technologies (AIT) as of Q3 2022, up from 282 in Q2 2022.
  • Funds reported $3.69B of Applied Industrial Technologies stock for Q3 2022, up 6.9% quarter-over-quarter.
  • 38 funds opened new Applied Industrial Technologies positions in Q3 2022 and 23 closed out, a net change of +15 holders.
  • The largest Applied Industrial Technologies buyer in Q3 2022 was Vanguard Group, an estimated $14M added.
  • The largest Applied Industrial Technologies seller in Q3 2022 was JP Morgan Chase, an estimated $26.8M sold.

Based on aggregated 13F filings for Q3 2022.