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Applied Industrial Technologies

249 hedge funds and large institutions have $3.65B invested in Applied Industrial Technologies in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 90 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $3.21B → $3.65B (+$443M)

0.54% more ownership

Funds ownership: 92.41%92.95% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 31

1% less funds holding

Funds holding: 252249 (-3)

20% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 90

39% less call options, than puts

Call options by funds: $903K | Put options by funds: $1.48M

Holders
249
Holders Change
-3
Holders Change %
-1.19%
% of All Funds
3.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
72
Reduced
90
Closed
31
Calls
$903K
Puts
$1.48M
Net Calls
-$576K
Net Calls Change
-$323K
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
201
Harbor Investment Advisory
Maryland
$77K
Federated Hermes
202
Federated Hermes
Pennsylvania
$66K -$81.8K -817 -56%
CMBA
203
C.M. Bidwell & Associates
Hawaii
$52K +$2.5K +25 +5%
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$52K +$14.1K +141 +38%
HFM
205
Harvest Fund Management
China
$46K
VCM
206
Versant Capital Management
Arizona
$44K -$100 -1 -0.2%
EI
207
Ellevest Inc
New York
$43K -$3K -30 -7%
DFCM
208
Dark Forest Capital Management
Puerto Rico
$35K -$48.5K -485 -59%
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$33K +$32.5K +325 New
FAG
210
Fortitude Advisory Group
Washington
$32K +$30.7K +307 New
Lazard Asset Management
211
Lazard Asset Management
New York
$30K +$30K +300 New
SGAM
212
Smith Group Asset Management
Texas
$28K
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$27K -$17.4K -174 -40%
PCG
214
Private Capital Group
Connecticut
$25K
TCM
215
Tradewinds Capital Management
Washington
$24K
QCG
216
Quadrant Capital Group
Ohio
$22K -$901 -9 -4%
Simplex Trading
217
Simplex Trading
Illinois
$20K +$10.1K +101 +102%
EWA
218
EverSource Wealth Advisors
Alabama
$20K +$19.1K +191 New
Manulife (Manufacturers Life Insurance)
219
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20K -$78.3K -782 -0.4%
PFGIA
220
Patriot Financial Group Insurance Agency
Massachusetts
$17K
SOW
221
State of Wyoming
Wyoming
$17K +$17K +170 New
FMP
222
Financial Management Professionals
Texas
$16K
CT
223
Cambridge Trust
Massachusetts
$16K +$15.5K +155 New
FPS
224
Fieldpoint Private Securities
Connecticut
$15K
PFBT
225
Parkside Financial Bank & Trust
Missouri
$14K

AIT Hedge Fund Activity: Q4 2021 in Review

249 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q4 2021, worth a combined $3.65B — up 14% from $3.21B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of AIT and 30 opened new positions — a net loss of 1 holder — while 90 trimmed existing stakes and 72 added.

The largest buyer was AllianceBernstein, adding an estimated $94.2M. The largest seller was JP Morgan Chase, cutting an estimated $28.7M.

  • 249 institutional investors held Applied Industrial Technologies (AIT) as of Q4 2021, down from 252 in Q3 2021.
  • Funds reported $3.65B of Applied Industrial Technologies stock for Q4 2021, up 14% quarter-over-quarter.
  • 30 funds opened new Applied Industrial Technologies positions in Q4 2021 and 31 closed out, a net change of -1 holder.
  • The largest Applied Industrial Technologies buyer in Q4 2021 was AllianceBernstein, an estimated $94.2M added.
  • The largest Applied Industrial Technologies seller in Q4 2021 was JP Morgan Chase, an estimated $28.7M sold.

Based on aggregated 13F filings for Q4 2021.