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Applied Industrial Technologies

223 hedge funds and large institutions have $2.24B invested in Applied Industrial Technologies in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 71 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 23

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

29% more capital invested

Capital invested by funds: $1.73B → $2.24B (+$506M)

9% more funds holding

Funds holding: 205223 (+18)

0% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 71

5.22% less ownership

Funds ownership: 97.8%92.58% (-5.2%)

69% less call options, than puts

Call options by funds: $324K | Put options by funds: $1.04M

Holders
223
Holders Change
+18
Holders Change %
+8.78%
% of All Funds
4.57%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
42
Increased
71
Reduced
71
Closed
23
Calls
$324K
Puts
$1.04M
Net Calls
-$718K
Net Calls Change
-$17K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$393M +$214K +3,928 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$269M +$9.43M +172,907 +4%
JP Morgan Chase
3
JP Morgan Chase
New York
$144M -$14.2M -260,337 -10%
Victory Capital Management
4
Victory Capital Management
Texas
$104M -$90.3M -1,655,221 -50%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$99.6M +$7.2M +131,987 +9%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$82.8M +$1.35M +24,794 +2%
State Street
7
State Street
Massachusetts
$77.8M +$978K +17,931 +1%
Macquarie Group
8
Macquarie Group
Australia
$74.3M +$4.66M +85,437 +8%
CRM
9
Cramer Rosenthal McGlynn
Connecticut
$52M +$311K +5,712 +0.7%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$46.9M +$4.87M +89,277 +13%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$42.9M -$15M -274,728 -29%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$42.8M -$2.17M -39,851 -5%
PCM
13
Palisade Capital Management
New Jersey
$42.6M +$187K +3,433 +0.5%
FMI
14
Fiduciary Management Inc
Wisconsin
$41.6M -$1.46M -26,838 -4%
Norges Bank
15
Norges Bank
Norway
$40.6M +$1.59M +29,238 +5%
Northern Trust
16
Northern Trust
Illinois
$37.7M +$119K +2,187 +0.4%
BTW
17
Boston Trust Walden
Massachusetts
$36.9M -$1.34M -24,655 -4%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$36.8M +$638K +11,706 +2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$35M +$878K +16,105 +3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$26.2M +$178K +3,265 +0.8%
Charles Schwab
21
Charles Schwab
California
$25.7M -$2.08M -38,175 -8%
EVM
22
Eaton Vance Management
Massachusetts
$21.6M -$1.9M -34,911 -9%
Invesco
23
Invesco
Georgia
$20.8M -$7.44M -136,366 -29%
American Century Companies
24
American Century Companies
Missouri
$20.7M +$3.88M +71,209 +27%
Principal Financial Group
25
Principal Financial Group
Iowa
$19.2M -$727K -13,326 -4%

AIT Hedge Fund Activity: Q2 2020 in Review

223 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q2 2020, worth a combined $2.24B — up 29% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new AIT positions and 23 closed out — a net gain of 19 holders — while 71 added to existing stakes and 71 trimmed.

The largest buyer was Vanguard Group, adding an estimated $9.43M. The largest seller was Victory Capital Management, cutting an estimated $90.3M.

  • 223 institutional investors held Applied Industrial Technologies (AIT) as of Q2 2020, up from 205 in Q1 2020.
  • Funds reported $2.24B of Applied Industrial Technologies stock for Q2 2020, up 29% quarter-over-quarter.
  • 42 funds opened new Applied Industrial Technologies positions in Q2 2020 and 23 closed out, a net change of +19 holders.
  • The largest Applied Industrial Technologies buyer in Q2 2020 was Vanguard Group, an estimated $9.43M added.
  • The largest Applied Industrial Technologies seller in Q2 2020 was Victory Capital Management, an estimated $90.3M sold.

Based on aggregated 13F filings for Q2 2020.