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Applied Industrial Technologies

269 hedge funds and large institutions have $3.59B invested in Applied Industrial Technologies in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 86 increasing their positions, 80 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 17

8% more funds holding

Funds holding: 249269 (+20)

8% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 80

0.26% more ownership

Funds ownership: 92.95%93.21% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $3.65B → $3.59B (-$57.8M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $202K

Holders
269
Holders Change
+20
Holders Change %
+8.03%
% of All Funds
4.24%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
41
Increased
86
Reduced
80
Closed
17
Calls
Puts
$202K
Net Calls
-$202K
Net Calls Change
+$374K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$719M +$45.7M +459,302 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$476M +$3.7M +37,140 +0.8%
JP Morgan Chase
3
JP Morgan Chase
New York
$240M -$39M -391,914 -14%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$158M +$853K +8,567 +0.6%
Victory Capital Management
5
Victory Capital Management
Texas
$147M -$4.71M -47,271 -3%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$144M +$95K +954 +0.1%
State Street
7
State Street
Massachusetts
$140M +$4.83M +48,469 +4%
AllianceBernstein
8
AllianceBernstein
Tennessee
$121M +$3.08M +30,939 +3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$107M +$184K +1,845 +0.2%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$92.7M +$13.7M +138,064 +18%
BTW
11
Boston Trust Walden
Massachusetts
$73.6M -$627K -6,300 -0.9%
PCM
12
Palisade Capital Management
New Jersey
$73.2M -$4.1M -41,135 -5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$66.5M -$2.65M -26,576 -4%
FMI
14
Fiduciary Management Inc
Wisconsin
$65.8M +$1.09M +10,957 +2%
N
15
Nuveen
North Carolina
$54.8M -$1.58M -15,873 -3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$50.7M -$338K -3,396 -0.7%
Northern Trust
17
Northern Trust
Illinois
$46.9M -$1.49M -14,984 -3%
Charles Schwab
18
Charles Schwab
California
$42.3M +$1.06M +10,627 +3%
Norges Bank
19
Norges Bank
Norway
$37M -$3.45M -34,671 -9%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$35.6M -$514K -5,161 -1%
Ameriprise
21
Ameriprise
Minnesota
$35.1M +$805K +8,085 +2%
Invesco
22
Invesco
Georgia
$34.9M -$1.25M -12,578 -4%
FCM
23
Frontier Capital Management
Massachusetts
$34.5M -$1.13M -11,321 -3%
RA
24
Royce & Associates
New York
$34.3M -$2.52M -25,340 -7%
Principal Financial Group
25
Principal Financial Group
Iowa
$28.5M -$897K -9,008 -3%

AIT Hedge Fund Activity: Q1 2022 in Review

269 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q1 2022, worth a combined $3.59B — down 1.6% from $3.65B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new AIT positions and 17 closed out — a net gain of 24 holders — while 86 added to existing stakes and 80 trimmed.

The largest buyer was BlackRock, adding an estimated $45.7M. The largest seller was JP Morgan Chase, cutting an estimated $39M.

  • 269 institutional investors held Applied Industrial Technologies (AIT) as of Q1 2022, up from 249 in Q4 2021.
  • Funds reported $3.59B of Applied Industrial Technologies stock for Q1 2022, down 1.6% quarter-over-quarter.
  • 41 funds opened new Applied Industrial Technologies positions in Q1 2022 and 17 closed out, a net change of +24 holders.
  • The largest Applied Industrial Technologies buyer in Q1 2022 was BlackRock, an estimated $45.7M added.
  • The largest Applied Industrial Technologies seller in Q1 2022 was JP Morgan Chase, an estimated $39M sold.

Based on aggregated 13F filings for Q1 2022.