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Applied Industrial Technologies

237 hedge funds and large institutions have $2.77B invested in Applied Industrial Technologies in 2020 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 64 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 27

42% more capital invested

Capital invested by funds: $1.95B → $2.77B (+$825M)

5% more funds holding

Funds holding: 225237 (+12)

0.35% more ownership

Funds ownership: 91.39%91.74% (+0.35%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

27% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 88

31% less call options, than puts

Call options by funds: $1.1M | Put options by funds: $1.59M

Holders
237
Holders Change
+12
Holders Change %
+5.33%
% of All Funds
4.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
40
Increased
64
Reduced
88
Closed
27
Calls
$1.1M
Puts
$1.59M
Net Calls
-$496K
Net Calls Change
+$210K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$501M +$18.2M +259,262 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$340M +$9.83M +139,690 +3%
JP Morgan Chase
3
JP Morgan Chase
New York
$221M +$40.8M +579,677 +26%
Victory Capital Management
4
Victory Capital Management
Texas
$121M -$8.28M -117,728 -7%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$114M -$2.18M -31,043 -2%
State Street
6
State Street
Massachusetts
$93.7M +$283K +4,017 +0.3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$92.2M -$6.34M -90,135 -7%
Macquarie Group
8
Macquarie Group
Australia
$66.9M +$155K +2,206 +0.3%
CRM
9
Cramer Rosenthal McGlynn
Connecticut
$65M -$2.9M -41,261 -5%
FMI
10
Fiduciary Management Inc
Wisconsin
$57.3M +$7.69M +109,338 +17%
PCM
11
Palisade Capital Management
New Jersey
$55.5M -$20.1K -286 -0%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$54.6M +$2.63M +37,426 +6%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$54.5M +$8.26M +117,440 +20%
Norges Bank
14
Norges Bank
Norway
$48.9M -$1.73M -24,595 -4%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$48.5M +$3.13M +44,544 +8%
BTW
16
Boston Trust Walden
Massachusetts
$47.5M -$315K -4,484 -0.7%
Northern Trust
17
Northern Trust
Illinois
$43.5M -$1.28M -18,165 -3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$39.2M -$2.28M -32,386 -6%
N
19
Nuveen
North Carolina
$37.5M +$7.72M +109,690 +30%
FCM
20
Frontier Capital Management
Massachusetts
$34.3M +$487K +6,919 +2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$32M -$462K -6,565 -2%
Charles Schwab
22
Charles Schwab
California
$30M -$389K -5,524 -1%
Invesco
23
Invesco
Georgia
$25.3M -$157K -2,236 -0.7%
EVM
24
Eaton Vance Management
Massachusetts
$24.3M -$3.07M -43,580 -12%
Principal Financial Group
25
Principal Financial Group
Iowa
$23.8M +$1.13K +16 +0%

AIT Hedge Fund Activity: Q4 2020 in Review

237 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q4 2020, worth a combined $2.77B — up 42% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new AIT positions and 27 closed out — a net gain of 13 holders — while 64 added to existing stakes and 88 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $40.8M. The largest seller was Amundi Asset Management US, exiting entirely with an estimated $13.4M sold.

  • 237 institutional investors held Applied Industrial Technologies (AIT) as of Q4 2020, up from 225 in Q3 2020.
  • Funds reported $2.77B of Applied Industrial Technologies stock for Q4 2020, up 42% quarter-over-quarter.
  • 40 funds opened new Applied Industrial Technologies positions in Q4 2020 and 27 closed out, a net change of +13 holders.
  • The largest Applied Industrial Technologies buyer in Q4 2020 was JP Morgan Chase, an estimated $40.8M added.
  • The largest Applied Industrial Technologies seller in Q4 2020 was Amundi Asset Management US, an estimated $13.4M sold.

Based on aggregated 13F filings for Q4 2020.