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Applied Industrial Technologies
AIT

Overview Fund Activity

379 hedge funds and large institutions have $5.62B invested in Applied Industrial Technologies in 2023 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 135 increasing their positions, 132 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+26
Holders Change %
+7.37%
% of All Funds
6.04%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
54
Increased
135
Reduced
132
Closed
25
Calls
$2.83M
Puts
$3.45M
Net Calls
-$618K
Net Calls Change
-$835K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$251M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$65.8M
3
Capital World Investors
3
Capital World Investors
California
$31.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$74.2M
5
Charles Schwab
5
Charles Schwab
California
$84.7M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$92.3M
2
Victory Capital Management
2
Victory Capital Management
Texas
$85.2M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
FMI
4
Fiduciary Management Inc
Wisconsin
$77.8M
5
BlackRock
5
BlackRock
New York
$953M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
201
QRG Capital Management
Illinois
$973K +$973K +6,294 New
RG
202
Rathbones Group
United Kingdom
$943K +$943K +6,100 New
IFS
203
Ifrah Financial Services
Arkansas
$939K -$18.1K -117 -2%
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$881K -$187K -1,207 -17%
Bank of Montreal
205
Bank of Montreal
Ontario, Canada
$828K -$18.6K -118 -2%
Amundi
206
Amundi
France
$773K -$9.09K -57 -1%
SSWM
207
Sheets Smith Wealth Management
North Carolina
$748K +$18.1K +117 +2%
MWPCG
208
Measured Wealth Private Client Group
New Hampshire
$728K +$47.5K +307 +7%
CAG
209
Csenge Advisory Group
Florida
$720K +$47.3K +306 +7%
LFAS
210
Level Four Advisory Services
Texas
$715K -$23.3K -151 -3%
KCM
211
Kanawha Capital Management
Virginia
$709K – – –
RJFSA
212
Raymond James Financial Services Advisors
Florida
$697K +$1.86K +12 +0.3%
GT
213
Glenmede Trust
Pennsylvania
$690K -$183K -1,184 -21%
Mitsubishi UFJ Asset Management
214
Mitsubishi UFJ Asset Management
Japan
$686K -$20.3K -131 -3%
Pictet Asset Management
215
Pictet Asset Management
Switzerland
$676K +$676K +4,374 New
SM
216
Sciencast Management
New Jersey
$676K +$676K +4,370 New
VI
217
Vestcor Inc
New Brunswick, Canada
$675K +$445K +2,880 +194%
HW
218
Hancock Whitney
Mississippi
$664K +$17.6K +114 +3%
Public Employees Retirement Association of Colorado
219
Public Employees Retirement Association of Colorado
Colorado
$646K – – –
CCM
220
Cinctive Capital Management
New York
$643K +$643K +4,158 New
MAM
221
Meeder Asset Management
Ohio
$608K +$603K +3,897 +10,255%
AIP
222
Ameritas Investment Partners
Nebraska
$593K +$100K +648 +20%
AAM
223
Advisors Asset Management
Colorado
$564K +$564K +3,646 New
Arrowstreet Capital
224
Arrowstreet Capital
Massachusetts
$554K +$554K +3,585 New
MPM
225
Meritage Portfolio Management
Kansas
$551K -$18.5K -120 -3%
7 8
9
10 11