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Applied Industrial Technologies

243 hedge funds and large institutions have $3.23B invested in Applied Industrial Technologies in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 93 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

1% more funds holding

Funds holding: 241243 (+2)

1% less capital invested

Capital invested by funds: $3.27B → $3.23B (-$43.1M)

1.54% less ownership

Funds ownership: 92.6%91.06% (-1.5%)

25% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 93

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
243
Holders Change
+2
Holders Change %
+0.83%
% of All Funds
4.23%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
70
Reduced
93
Closed
25
Calls
$565K
Puts
Net Calls
+$565K
Net Calls Change
-$101K
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
201
Sutton Wealth Advisors
Florida
$67.6K
PHK
202
Point72 Hong Kong
Hong Kong
$66K +$68.7K +720 New
PAM
203
Panagora Asset Management
Massachusetts
$63K -$1.22M -12,751 -95%
CI Investments Inc
204
CI Investments Inc
Ontario, Canada
$62K +$24.8K +260 +62%
UBS Group
205
UBS Group
Switzerland
$60K -$3.02M -31,627 -98%
HFM
206
Harvest Fund Management
China
$41K
FDCDDQ
207
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41K
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$40K -$4.2K -44 -9%
VCM
209
Versant Capital Management
Arizona
$39K -$19.3K -202 -32%
Rockefeller Capital Management
210
Rockefeller Capital Management
New York
$33K +$2.1K +22 +6%
BCA
211
Berman Capital Advisors
Georgia
$28K +$13.7K +143 +87%
EI
212
Ellevest Inc
New York
$26K -$3.25K -34 -11%
SGAM
213
Smith Group Asset Management
Texas
$25K
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$24K
PCG
215
Private Capital Group
Connecticut
$22K -$859 -9 -4%
LJHT
216
Laurie J. Hall Trustee
$21K -$30.1K -315 -58%
TCM
217
Tradewinds Capital Management
Washington
$21K
QCG
218
Quadrant Capital Group
Ohio
$20K
BWM
219
Baystate Wealth Management
Massachusetts
$20K +$20.5K +215 New
FPB
220
First PREMIER Bank
South Dakota
$16K
FPS
221
Fieldpoint Private Securities
Connecticut
$13K
PFGIA
222
Patriot Financial Group Insurance Agency
Massachusetts
$13K
ST
223
Smithfield Trust
Pennsylvania
$12K
PFBT
224
Parkside Financial Bank & Trust
Missouri
$12K +$955 +10 +8%
LC
225
Lindbrook Capital
California
$9K