Applied Industrial Technologies
240 hedge funds and large institutions have $3.27B invested in Applied Industrial Technologies in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 100 reducing their positions, and 26 closing their positions.
7,400% more call options, than puts
Call options by funds: $675K | Put options by funds: $9K
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
18% more capital invested
Capital invested by funds: $2.78B → $3.27B (+$497M)
15% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 26
1% more funds holding
Funds holding: 238 → 240 (+2)
0.79% more ownership
Funds ownership: 91.81% → 92.6% (+0.79%)
39% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 100
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$48.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$16.9M |
| 3 |
JP Morgan Chase
New York
|
+$14.3M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$13.6M |
| 5 |
BlackRock
New York
|
+$9.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$20.7M |
| 2 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$13.1M |
| 3 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$9.57M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$7.88M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$7.37M |
AIT Hedge Fund Activity: Q1 2021 in Review
240 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q1 2021, worth a combined $3.27B — up 18% from $2.78B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new AIT positions and 26 closed out — a net gain of 4 holders — while 61 added to existing stakes and 100 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $48.7M. The largest seller was Norges Bank, cutting an estimated $20.7M.
- 240 institutional investors held Applied Industrial Technologies (AIT) as of Q1 2021, up from 238 in Q4 2020.
- Funds reported $3.27B of Applied Industrial Technologies stock for Q1 2021, up 18% quarter-over-quarter.
- 30 funds opened new Applied Industrial Technologies positions in Q1 2021 and 26 closed out, a net change of +4 holders.
- The largest Applied Industrial Technologies buyer in Q1 2021 was Wellington Management Group, an estimated $48.7M added.
- The largest Applied Industrial Technologies seller in Q1 2021 was Norges Bank, an estimated $20.7M sold.
Based on aggregated 13F filings for Q1 2021.