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Applied Industrial Technologies
AIT

Overview Fund Activity

387 hedge funds and large institutions have $6.36B invested in Applied Industrial Technologies in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 141 increasing their positions, 144 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+8
Holders Change %
+2.11%
% of All Funds
5.67%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
48
Increased
141
Reduced
144
Closed
35
Calls
$6.56M
Puts
$1.64M
Net Calls
+$4.92M
Net Calls Change
+$5.54M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$181M
2
Capital Research Global Investors
Capital Research Global Investors
California
$96.6M
3
HAI
Hennessy Advisors Inc
California
$27M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$301M
5
Capital World Investors
Capital World Investors
California
$53.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$247M
2
Victory Capital Management
Victory Capital Management
Texas
$69.2M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$19.4M
4
PCM
Palisade Capital Management
New Jersey
$74.7M
5
RI
Redwood Investments
Massachusetts
$5.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
Calamos Advisors
201
Calamos Advisors
Illinois
$923K -$1.08M -6,227 -54%
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$921K -$62.9K -364 -6%
DC
203
Diametric Capital
Massachusetts
$879K +$425K +2,459 +93%
SSWM
204
Sheets Smith Wealth Management
North Carolina
$875K +$39K +226 +5%
MWPCG
205
Measured Wealth Private Client Group
New Hampshire
$837K +$24K +139 +3%
II
206
Inspire Investing
Idaho
$830K +$488K +2,827 +143%
ARC
207
Advisor Resource Council
Texas
$813K +$813K +4,707 New
YIH
208
Y-Intercept (HK)
Hong Kong
$808K +$808K +4,678 New
KCM
209
Kanawha Capital Management
Virginia
$792K – – –
Pictet Asset Management
210
Pictet Asset Management
Switzerland
$790K +$34.4K +199 +5%
SEC
211
Seven Eight Capital
New York
$789K +$789K +4,566 New
CAG
212
Csenge Advisory Group
Florida
$771K -$32.6K -189 -4%
RJFSA
213
Raymond James Financial Services Advisors
Florida
$766K -$12.3K -71 -2%
VI
214
Vestcor Inc
New Brunswick, Canada
$754K – – –
HW
215
Hancock Whitney
Mississippi
$731K -$10.5K -61 -1%
Public Employees Retirement Association of Colorado
216
Public Employees Retirement Association of Colorado
Colorado
$721K – – –
GT
217
Glenmede Trust
Pennsylvania
$716K -$53.9K -312 -7%
MAM
218
Meeder Asset Management
Ohio
$680K – – –
AIP
219
Ameritas Investment Partners
Nebraska
$675K +$12.4K +72 +2%
LFAS
220
Level Four Advisory Services
Texas
$665K -$134K -777 -17%
LCM
221
Legato Capital Management
California
$661K +$127K +735 +24%
Corient Private Wealth
222
Corient Private Wealth
Florida
$657K +$225K +1,305 +52%
PIM
223
Penobscot Investment Management
Massachusetts
$639K +$98.4K +570 +18%
Truist Financial
224
Truist Financial
North Carolina
$634K +$347K +2,007 +120%
Man Group
225
Man Group
United Kingdom
$632K +$632K +3,662 New
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