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Applied Industrial Technologies
AIT

225 hedge funds and large institutions have $1.95B invested in Applied Industrial Technologies in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 85 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

1% more funds holding

Funds holding: 223 → 225 (+2)

1.19% less ownership

Funds ownership: 92.58% → 91.39% (-1.2%)

13% less capital invested

Capital invested by funds: $2.24B → $1.95B (-$289M)

27% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 85

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

74% less call options, than puts

Call options by funds: $253K | Put options by funds: $959K

Holders
225
Holders Change
+2
Holders Change %
+0.9%
% of All Funds
4.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
30
Increased
62
Reduced
85
Closed
27
Calls
$253K
Puts
$959K
Net Calls
-$706K
Net Calls Change
+$12K

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$11.3M
2
FCM
Frontier Capital Management
Massachusetts
+$8.23M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$7.81M
4
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$5.3M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$5.28M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$41.7M
2
Macquarie Group
Macquarie Group
Australia
-$20.5M
3
BlackRock
BlackRock
New York
-$8.37M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$6.64M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$6.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$24K – – –
PCG
202
Private Capital Group
Connecticut
$23K +$610 +10 +2%
MLFP
203
MPS Loria Financial Planners
Illinois
$17K – – –
FC
204
FORA Capital
Florida
$17K +$18.4K +301 New
TCM
205
Tradewinds Capital Management
Washington
$13K -$14.4K -236 -50%
QCG
206
Quadrant Capital Group
Ohio
$12K -$183 -3 -1%
FPB
207
First PREMIER Bank
South Dakota
$10K – – –
OSAM
208
O'Shaughnessy Asset Management
Connecticut
$10K +$9.52K +156 +557%
PFGIA
209
Patriot Financial Group Insurance Agency
Massachusetts
$8K – – –
ST
210
Smithfield Trust
Pennsylvania
$7K +$8.24K +135 New
TCM
211
TD Capital Management
Tennessee
$6K – – –
HR
212
Howe & Rusling
New York
$5K – – –
LC
213
Lindbrook Capital
California
$5K +$610 +10 +11%
Millennium Management
214
Millennium Management
New York
$4.71K +$5.21M +85,404 New
GAM
215
Gemmer Asset Management
California
$4K – – –
TFO
216
Tarbox Family Office
California
$4K – – –
SL
217
Savior LLC
Massachusetts
$3K – – –
CAPTRUST Financial Advisors
218
CAPTRUST Financial Advisors
North Carolina
$3K +$3.05K +50 New
ABC
219
Associated Banc-Corp
Wisconsin
$2K – – –
ACM
220
AUA Capital Management
Pennsylvania
$2K +$2.26K +37 New
PFBT
221
Parkside Financial Bank & Trust
Missouri
$1K -$183 -3 -18%
RG
222
Retirement Group
California
$1K – – –
TCM
223
Tygh Capital Management
Oregon
– -$5.01M -80,238 Closed
Bessemer Group
224
Bessemer Group
New Jersey
– -$1.99M -31,900 Closed
LCG
225
Lisanti Capital Growth
New York
– -$1.55M -24,875 Closed
6 7 8
9
10

AIT Hedge Fund Activity: Q3 2020 in Review

225 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q3 2020, worth a combined $1.95B — down 13% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new AIT positions and 27 closed out — a net gain of 3 holders — while 62 added to existing stakes and 85 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $11.3M. The largest seller was Neuberger Berman Group, cutting an estimated $41.7M.

  • 225 institutional investors held Applied Industrial Technologies (AIT) as of Q3 2020, up from 223 in Q2 2020.
  • Funds reported $1.95B of Applied Industrial Technologies stock for Q3 2020, down 13% quarter-over-quarter.
  • 30 funds opened new Applied Industrial Technologies positions in Q3 2020 and 27 closed out, a net change of +3 holders.
  • The largest Applied Industrial Technologies buyer in Q3 2020 was Balyasny Asset Management, an estimated $11.3M added.
  • The largest Applied Industrial Technologies seller in Q3 2020 was Neuberger Berman Group, an estimated $41.7M sold.

Based on aggregated 13F filings for Q3 2020.