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Applied Industrial Technologies

428 hedge funds and large institutions have $6.97B invested in Applied Industrial Technologies in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 140 increasing their positions, 160 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 46

14% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $9.84M

1% more funds holding

Funds holding: 424428 (+4)

0.21% less ownership

Funds ownership: 93.15%92.95% (-0.21%)

2% less capital invested

Capital invested by funds: $7.11B → $6.97B (-$144M)

13% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 160

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
428
Holders Change
+4
Holders Change %
+0.94%
% of All Funds
6.18%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
56
Increased
140
Reduced
160
Closed
46
Calls
$11.3M
Puts
$9.84M
Net Calls
+$1.42M
Net Calls Change
-$5.36M
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
201
QRG Capital Management
Illinois
$1.25M +$10.5K +55 +0.9%
HC
202
Henshaw Capital
Massachusetts
$1.24M +$11.6K +61 +1%
AIM
203
Ausbil Investment Management
Australia
$1.22M -$1.68M -8,823 -58%
RG
204
Rathbones Group
United Kingdom
$1.18M
CCM
205
Cinctive Capital Management
New York
$1.12M +$175K +920 +19%
Cetera Investment Advisers
206
Cetera Investment Advisers
Illinois
$1.07M +$78.6K +412 +8%
IFS
207
Ifrah Financial Services
Arkansas
$1.05M -$51.5K -270 -5%
Pictet Asset Management
208
Pictet Asset Management
Switzerland
$1.02M +$36.4K +191 +4%
Corient Private Wealth
209
Corient Private Wealth
Florida
$1.01M +$23.3K +122 +2%
X
210
Xponance
Pennsylvania
$1.01M -$62.7K -329 -6%
AI
211
Atria Investments
North Carolina
$1.01M +$992K +5,203 New
Man Group
212
Man Group
United Kingdom
$1.01M -$252K -1,322 -20%
Bank of Montreal
213
Bank of Montreal
Ontario, Canada
$1M -$29.4K -154 -3%
BCV
214
Banque Cantonale Vaudoise
Switzerland
$974K +$86.8K +455 +10%
SSWM
215
Sheets Smith Wealth Management
North Carolina
$965K +$191 +1 +0%
DWM
216
Dakota Wealth Management
Florida
$941K +$694K +3,640 +301%
MWPCG
217
Measured Wealth Private Client Group
New Hampshire
$935K -$16.6K -87 -2%
CFM
218
Catalyst Funds Management
Australia
$931K
RJFSA
219
Raymond James Financial Services Advisors
Florida
$916K +$15.1K +79 +2%
CAG
220
Csenge Advisory Group
Florida
$915K +$103K +538 +13%
EP
221
Edgestream Partners
New Jersey
$904K -$511K -2,681 -37%
KCM
222
Kanawha Capital Management
Virginia
$889K
CIP
223
Convergence Investment Partners
Florida
$885K +$870K +4,564 New
BHCM
224
Brevan Howard Capital Management
Jersey
$881K -$90.8K -476 -9%
GAM
225
Gotham Asset Management
New York
$860K -$387K -2,027 -31%

AIT Hedge Fund Activity: Q2 2024 in Review

428 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q2 2024, worth a combined $6.97B — down 2% from $7.11B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new AIT positions and 46 closed out — a net gain of 10 holders — while 140 added to existing stakes and 160 trimmed.

The largest buyer was BlackRock, adding an estimated $77.5M. The largest seller was Palisade Capital Management, cutting an estimated $27.9M.

  • 428 institutional investors held Applied Industrial Technologies (AIT) as of Q2 2024, up from 424 in Q1 2024.
  • Funds reported $6.97B of Applied Industrial Technologies stock for Q2 2024, down 2% quarter-over-quarter.
  • 56 funds opened new Applied Industrial Technologies positions in Q2 2024 and 46 closed out, a net change of +10 holders.
  • The largest Applied Industrial Technologies buyer in Q2 2024 was BlackRock, an estimated $77.5M added.
  • The largest Applied Industrial Technologies seller in Q2 2024 was Palisade Capital Management, an estimated $27.9M sold.

Based on aggregated 13F filings for Q2 2024.