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Applied Industrial Technologies

424 hedge funds and large institutions have $7.11B invested in Applied Industrial Technologies in 2024 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 136 increasing their positions, 144 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $13.5M | Put options by funds: $6.76M

100% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 37

12% more capital invested

Capital invested by funds: $6.36B → $7.11B (+$753M)

9% more funds holding

Funds holding: 388424 (+36)

6% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 144

1.86% less ownership

Funds ownership: 95.02%93.15% (-1.9%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
424
Holders Change
+36
Holders Change %
+9.28%
% of All Funds
6.11%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
74
Increased
136
Reduced
144
Closed
37
Calls
$13.5M
Puts
$6.76M
Net Calls
+$6.78M
Net Calls Change
+$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
176
Trexquant Investment
Connecticut
$2.01M +$1.86M +10,186 New
PP
177
Paloma Partners
Connecticut
$1.98M +$1.83M +10,037 New
HSBC Holdings
178
HSBC Holdings
United Kingdom
$1.98M +$732K +4,008 +67%
BG
179
Bahl & Gaynor
Ohio
$1.98M
KWM
180
Kingsview Wealth Management
Oregon
$1.98M
PGCM
181
Prescott Group Capital Management
Oklahoma
$1.98M
DIA
182
Dana Investment Advisors
Wisconsin
$1.95M +$155K +851 +9%
Thrivent Financial for Lutherans
183
Thrivent Financial for Lutherans
Minnesota
$1.93M -$4.54M -24,848 -72%
PA
184
Pinnacle Associates
New York
$1.93M -$32K -175 -2%
DB
185
Danske Bank
Denmark
$1.91M +$1.76M +9,648 New
OPERF
186
Oregon Public Employees Retirement Fund
Oregon
$1.9M -$324K -1,775 -16%
SOMRS
187
State of Michigan Retirement System
Michigan
$1.88M +$1.74M +9,500 New
State Board of Administration of Florida Retirement System
188
State Board of Administration of Florida Retirement System
Florida
$1.84M +$349K +1,910 +17%
AAM
189
Advisors Asset Management
Colorado
$1.78M +$351K +1,922 +27%
MCM
190
MAI Capital Management
Ohio
$1.77M +$1.64K +9 +0.1%
NMIMC
191
Northwestern Mutual Investment Management Company
Wisconsin
$1.7M +$1.58M +8,625 New
COPPSERS
192
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.69M +$34.7K +190 +2%
NMERB
193
New Mexico Educational Retirement Board
New Mexico
$1.6M +$1.48M +8,100 New
Pacer Advisors
194
Pacer Advisors
Pennsylvania
$1.58M +$1.46M +7,999 New
Zurich Cantonal Bank
195
Zurich Cantonal Bank
Switzerland
$1.56M -$43.8K -240 -3%
Creative Planning
196
Creative Planning
Kansas
$1.54M +$400K +2,189 +39%
HA
197
Harfst & Associates
Wyoming
$1.53M +$1.42M +7,757 New
HIS
198
Horizon Investment Services
Indiana
$1.48M +$13.2K +72 +1%
EP
199
Edgestream Partners
New Jersey
$1.45M -$3.22M -17,615 -71%
CI
200
CX Institutional
Indiana
$1.44M -$194K -1,060 -13%