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Applied Industrial Technologies

428 hedge funds and large institutions have $6.97B invested in Applied Industrial Technologies in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 140 increasing their positions, 160 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 46

14% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $9.84M

1% more funds holding

Funds holding: 424428 (+4)

0.21% less ownership

Funds ownership: 93.15%92.95% (-0.21%)

2% less capital invested

Capital invested by funds: $7.11B → $6.97B (-$144M)

13% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 160

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
428
Holders Change
+4
Holders Change %
+0.94%
% of All Funds
6.18%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
56
Increased
140
Reduced
160
Closed
46
Calls
$11.3M
Puts
$9.84M
Net Calls
+$1.42M
Net Calls Change
-$5.36M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
176
Chartwell Investment Partners
Pennsylvania
$2.04M -$326K -1,712 -14%
BG
177
Bahl & Gaynor
Ohio
$1.94M
KWM
178
Kingsview Wealth Management
Oregon
$1.94M
PGCM
179
Prescott Group Capital Management
Oklahoma
$1.94M
DIA
180
Dana Investment Advisors
Wisconsin
$1.93M +$12.4K +65 +0.7%
PA
181
Pinnacle Associates
New York
$1.89M
ECM
182
ExodusPoint Capital Management
New York
$1.85M +$1.82M +9,519 New
SOMRS
183
State of Michigan Retirement System
Michigan
$1.8M -$38.1K -200 -2%
MCM
184
MAI Capital Management
Ohio
$1.8M +$56.6K +297 +3%
Creative Planning
185
Creative Planning
Kansas
$1.71M +$197K +1,034 +13%
Pacer Advisors
186
Pacer Advisors
Pennsylvania
$1.69M +$140K +735 +9%
NMIMC
187
Northwestern Mutual Investment Management Company
Wisconsin
$1.67M -$1.72K -9 -0.1%
COPPSERS
188
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.66M +$381 +2 +0%
NMERB
189
New Mexico Educational Retirement Board
New Mexico
$1.57M
HA
190
Harfst & Associates
Wyoming
$1.56M +$54.2K +284 +4%
OPERF
191
Oregon Public Employees Retirement Fund
Oregon
$1.55M -$305K -1,600 -17%
TRCT
192
Tower Research Capital (TRC)
New York
$1.54M +$1.28M +6,703 +533%
Polen Capital Management
193
Polen Capital Management
Florida
$1.47M +$1.45M +7,595 New
CI
194
CX Institutional
Indiana
$1.41M -$5.15K -27 -0.4%
Commonwealth Equity Services
195
Commonwealth Equity Services
Massachusetts
$1.36M +$5.15K +27 +0.4%
CP
196
Cumberland Partners
Ontario, Canada
$1.36M +$572K +3,000 +75%
Zurich Cantonal Bank
197
Zurich Cantonal Bank
Switzerland
$1.31M -$221K -1,158 -15%
Squarepoint
198
Squarepoint
New York
$1.3M +$116K +608 +10%
SA
199
Sanctuary Advisors
Indiana
$1.28M +$1.35M +7,069 New
NRD
200
Nebula Research & Development
New York
$1.27M +$1.24M +6,527 New

AIT Hedge Fund Activity: Q2 2024 in Review

428 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q2 2024, worth a combined $6.97B — down 2% from $7.11B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new AIT positions and 46 closed out — a net gain of 10 holders — while 140 added to existing stakes and 160 trimmed.

The largest buyer was BlackRock, adding an estimated $77.5M. The largest seller was Palisade Capital Management, cutting an estimated $27.9M.

  • 428 institutional investors held Applied Industrial Technologies (AIT) as of Q2 2024, up from 424 in Q1 2024.
  • Funds reported $6.97B of Applied Industrial Technologies stock for Q2 2024, down 2% quarter-over-quarter.
  • 56 funds opened new Applied Industrial Technologies positions in Q2 2024 and 46 closed out, a net change of +10 holders.
  • The largest Applied Industrial Technologies buyer in Q2 2024 was BlackRock, an estimated $77.5M added.
  • The largest Applied Industrial Technologies seller in Q2 2024 was Palisade Capital Management, an estimated $27.9M sold.

Based on aggregated 13F filings for Q2 2024.