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Applied Industrial Technologies

269 hedge funds and large institutions have $3.59B invested in Applied Industrial Technologies in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 86 increasing their positions, 80 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 17

8% more funds holding

Funds holding: 249269 (+20)

8% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 80

0.26% more ownership

Funds ownership: 92.95%93.21% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $3.65B → $3.59B (-$57.8M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $202K

Holders
269
Holders Change
+20
Holders Change %
+8.03%
% of All Funds
4.24%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
41
Increased
86
Reduced
80
Closed
17
Calls
Puts
$202K
Net Calls
-$202K
Net Calls Change
+$374K
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
201
Origin Asset Management
United Kingdom
$217K
STA
202
Summit Trail Advisors
New York
$214K +$207K +2,083 New
UAML
203
US Asset Management LLC
Pennsylvania
$211K
NA
204
Navellier & Associates
Nevada
$208K
RCS
205
Retirement Capital Strategies
California
$206K
BOS
206
Bank of Stockton
California
$205K
AC
207
Aristides Capital
Kentucky
$205K +$199K +1,995 New
PHK
208
Point72 Hong Kong
Hong Kong
$193K +$96.3K +967 +106%
UBS Group
209
UBS Group
Switzerland
$187K +$28.1K +282 +18%
GIA
210
GHP Investment Advisors
Colorado
$186K +$180K +1,807 New
HFM
211
Harvest Fund Management
China
$161K +$112K +1,120 +249%
SCM
212
Silvant Capital Management
Georgia
$151K +$146K +1,467 New
SOW
213
State of Wyoming
Wyoming
$137K +$116K +1,164 +685%
CTC
214
Central Trust Company
Missouri
$117K
GWM
215
Geneos Wealth Management
Colorado
$103K +$100 +1 +0.1%
Macquarie Group
216
Macquarie Group
Australia
$87.4K +$2.32M +23,301 +3%
GCM
217
Gladius Capital Management
Illinois
$82K -$6.87K -69 -8%
SWA
218
Sutton Wealth Advisors
Florida
$77.2K
HIA
219
Harbor Investment Advisory
Maryland
$77K
Acadian Asset Management
220
Acadian Asset Management
Massachusetts
$68K -$313K -3,143 -83%
Federated Hermes
221
Federated Hermes
Pennsylvania
$66K
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$54K +$20K +201 +62%
CMBA
223
C.M. Bidwell & Associates
Hawaii
$52K
TPCW
224
TD Private Client Wealth
New York
$48.5K +$47K +472 New
Rockefeller Capital Management
225
Rockefeller Capital Management
New York
$47K -$4.68K -47 -9%

AIT Hedge Fund Activity: Q1 2022 in Review

269 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q1 2022, worth a combined $3.59B — down 1.6% from $3.65B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new AIT positions and 17 closed out — a net gain of 24 holders — while 86 added to existing stakes and 80 trimmed.

The largest buyer was BlackRock, adding an estimated $45.7M. The largest seller was JP Morgan Chase, cutting an estimated $39M.

  • 269 institutional investors held Applied Industrial Technologies (AIT) as of Q1 2022, up from 249 in Q4 2021.
  • Funds reported $3.59B of Applied Industrial Technologies stock for Q1 2022, down 1.6% quarter-over-quarter.
  • 41 funds opened new Applied Industrial Technologies positions in Q1 2022 and 17 closed out, a net change of +24 holders.
  • The largest Applied Industrial Technologies buyer in Q1 2022 was BlackRock, an estimated $45.7M added.
  • The largest Applied Industrial Technologies seller in Q1 2022 was JP Morgan Chase, an estimated $39M sold.

Based on aggregated 13F filings for Q1 2022.