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Applied Industrial Technologies
AIT

282 hedge funds and large institutions have $3.45B invested in Applied Industrial Technologies in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 92 increasing their positions, 104 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more call options, than puts

Call options by funds: $9.14M | Put options by funds: $1.89M

68% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 28

5% more funds holding

Funds holding: 269 → 282 (+13)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.03% less ownership

Funds ownership: 93.21% → 93.19% (-0.03%)

4% less capital invested

Capital invested by funds: $3.59B → $3.45B (-$146M)

12% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 104

Holders
282
Holders Change
+13
Holders Change %
+4.83%
% of All Funds
4.75%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
47
Increased
92
Reduced
104
Closed
28
Calls
$9.14M
Puts
$1.89M
Net Calls
+$7.25M
Net Calls Change
+$7.45M

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$23.5M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$15.9M
3
Millennium Management
Millennium Management
New York
+$15.3M
4
Morgan Stanley
Morgan Stanley
New York
+$15.3M
5
Renaissance Technologies
Renaissance Technologies
New York
+$13.6M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$109M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$28.2M
3
EVM
Eaton Vance Management
Massachusetts
-$22.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$12.6M
5
RA
Royce & Associates
New York
-$10.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
201
Mount Yale Investment Advisors
Colorado
$284K -$16.4K -162 -5%
GC
202
Guggenheim Capital
Illinois
$284K +$298K +2,950 New
BFM
203
Boothbay Fund Management
New York
$282K +$296K +2,928 New
CG
204
Caprock Group
Idaho
$280K -$1.41K -14 -0.5%
AIP
205
Ameritas Investment Partners
Nebraska
$276K -$17.5K -173 -6%
Mackenzie Financial
206
Mackenzie Financial
Ontario, Canada
$274K +$49.8K +493 +21%
OSAM
207
O'Shaughnessy Asset Management
Connecticut
$272K +$29.2K +289 +11%
Cambridge Investment Research Advisors
208
Cambridge Investment Research Advisors
Iowa
$254K -$9.49K -94 -3%
RJFSA
209
Raymond James Financial Services Advisors
Florida
$254K – – –
Brown Advisory
210
Brown Advisory
Maryland
$240K -$2.73K -27 -1%
PAMS
211
Pictet Asset Management (Switzerland)
Switzerland
$239K – – –
X
212
Xponance
Pennsylvania
$239K +$251K +2,482 New
MM
213
MQS Management
New York
$235K -$226K -2,235 -48%
EIM
214
Essex Investment Management
Massachusetts
$233K -$194K -1,926 -44%
SCM
215
Shelton Capital Management
Colorado
$233K – – –
AA
216
Ancora Advisors
Ohio
$228K – – –
UBS Group
217
UBS Group
Switzerland
$221K +$47.7K +472 +26%
MWPCG
218
Measured Wealth Private Client Group
New Hampshire
$221K +$232K +2,300 New
FCBT
219
First Citizens Bank & Trust
North Carolina
$220K -$11.3K -112 -5%
MLICM
220
Metropolitan Life Insurance Company (MetLife)
New York
$219K -$12.3K -122 -5%
II
221
Inspire Investing
Idaho
$214K -$9.69K -96 -4%
ZCA
222
Zeke Capital Advisors
Pennsylvania
$213K -$52.9K -524 -19%
Ohio Public Employees Retirement System (OPERS)
223
Ohio Public Employees Retirement System (OPERS)
Ohio
$213K -$13.9K -138 -6%
TRCT
224
Tower Research Capital (TRC)
New York
$212K +$199K +1,974 +840%
PI
225
PEAK6 Investments
Illinois
$212K +$222K +2,202 New
7 8
9
10 11

AIT Hedge Fund Activity: Q2 2022 in Review

282 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q2 2022, worth a combined $3.45B — down 4.1% from $3.59B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AIT positions and 28 closed out — a net gain of 19 holders — while 92 added to existing stakes and 104 trimmed.

The largest buyer was Loomis, Sayles & Company, adding an estimated $23.5M. The largest seller was AllianceBernstein, cutting an estimated $109M.

  • 282 institutional investors held Applied Industrial Technologies (AIT) as of Q2 2022, up from 269 in Q1 2022.
  • Funds reported $3.45B of Applied Industrial Technologies stock for Q2 2022, down 4.1% quarter-over-quarter.
  • 47 funds opened new Applied Industrial Technologies positions in Q2 2022 and 28 closed out, a net change of +19 holders.
  • The largest Applied Industrial Technologies buyer in Q2 2022 was Loomis, Sayles & Company, an estimated $23.5M added.
  • The largest Applied Industrial Technologies seller in Q2 2022 was AllianceBernstein, an estimated $109M sold.

Based on aggregated 13F filings for Q2 2022.