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Applied Industrial Technologies
AIT

Overview Fund Activity

222 hedge funds and large institutions have $2.24B invested in Applied Industrial Technologies in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 70 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+18
Holders Change %
+8.82%
% of All Funds
4.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
42
Increased
70
Reduced
71
Closed
23
Calls
$324K
Puts
$1.04M
Net Calls
-$718K
Net Calls Change
-$17K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$269M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$99.6M
3
ProShare Advisors
3
ProShare Advisors
Maryland
$7.54M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$7.27M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$46.9M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$104M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$42.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$144M
4
CC
4
Carlson Capital
Texas
$0
5
Invesco
5
Invesco
Georgia
$20.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$24K – – –
EI
202
Ellevest Inc
New York
$24K +$15.8K +254 +191%
HIA
203
Harbor Investment Advisory
Maryland
$21K +$2.29K +37 +12%
MLFP
204
MPS Loria Financial Planners
Illinois
$19K +$19K +300 New
QCG
205
Quadrant Capital Group
Ohio
$14K +$9.29K +150 +197%
FPB
206
First PREMIER Bank
South Dakota
$11K – – –
PFGIA
207
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$761 +12 +9%
TCM
208
TD Capital Management
Tennessee
$6K – – –
HR
209
Howe & Rusling
New York
$6K +$6K +93 New
LC
210
Lindbrook Capital
California
$5K -$5.97K -105 -54%
TFO
211
Tarbox Family Office
California
$4K – – –
GAM
212
Gemmer Asset Management
California
$4K – – –
SL
213
Savior LLC
Massachusetts
$3K – – –
OSAM
214
O'Shaughnessy Asset Management
Connecticut
$2K +$1.5K +21 +300%
ABC
215
Associated Banc-Corp
Wisconsin
$2K +$2K +28 New
PFBT
216
Parkside Financial Bank & Trust
Missouri
$1K +$529 +9 +113%
RG
217
Retirement Group
California
$1K +$1K +13 New
BCA
218
Berman Capital Advisors
Georgia
$1K +$1K +20 New
CC
219
Carlson Capital
Texas
– -$10.2M -222,482 Closed
Adage Capital Partners
220
Adage Capital Partners
Massachusetts
– -$4.49M -98,099 Closed
Jane Street
221
Jane Street
New York
– -$1.4M -30,671 Closed
Barrow, Hanley, Mewhinney & Strauss
222
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$1.09M -23,902 Closed
Citadel Advisors
223
Citadel Advisors
Florida
– -$1.04M -22,640 Closed
MERSOM
224
Municipal Employees' Retirement System of Michigan
Michigan
– -$548K -11,980 Closed
YMRC
225
Yorktown Management & Research Company
Virginia
– -$416K -9,100 Closed
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