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Applied Industrial Technologies
AIT

282 hedge funds and large institutions have $3.45B invested in Applied Industrial Technologies in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 92 increasing their positions, 104 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more call options, than puts

Call options by funds: $9.14M | Put options by funds: $1.89M

68% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 28

5% more funds holding

Funds holding: 269 → 282 (+13)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.03% less ownership

Funds ownership: 93.21% → 93.19% (-0.03%)

4% less capital invested

Capital invested by funds: $3.59B → $3.45B (-$146M)

12% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 104

Holders
282
Holders Change
+13
Holders Change %
+4.83%
% of All Funds
4.75%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
47
Increased
92
Reduced
104
Closed
28
Calls
$9.14M
Puts
$1.89M
Net Calls
+$7.25M
Net Calls Change
+$7.45M

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$23.5M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$15.9M
3
Millennium Management
Millennium Management
New York
+$15.3M
4
Morgan Stanley
Morgan Stanley
New York
+$15.3M
5
Renaissance Technologies
Renaissance Technologies
New York
+$13.6M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$109M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$28.2M
3
EVM
Eaton Vance Management
Massachusetts
-$22.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$12.6M
5
RA
Royce & Associates
New York
-$10.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$670M -$3.68M -36,453 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$455M +$9.63M +95,370 +2%
JP Morgan Chase
3
JP Morgan Chase
New York
$223M -$2.14M -21,187 -0.9%
Victory Capital Management
4
Victory Capital Management
Texas
$151M +$13.2M +130,555 +9%
State Street
5
State Street
Massachusetts
$132M +$1.33M +13,131 +1%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$123M -$12.6M -125,050 -9%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$122M -$28.2M -278,896 -18%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$92.9M -$7.95M -78,755 -8%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$91.4M +$4.74M +46,943 +5%
Macquarie Group
10
Macquarie Group
Australia
$85.3M +$3.55M +35,170 +4%
BTW
11
Boston Trust Walden
Massachusetts
$69.9M +$1M +9,928 +1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$62.1M -$237K -2,350 -0.4%
PCM
13
Palisade Capital Management
New Jersey
$61.6M -$7.32M -72,506 -10%
FMI
14
Fiduciary Management Inc
Wisconsin
$61M -$619K -6,129 -1%
N
15
Nuveen
North Carolina
$51.9M +$454K +4,496 +0.8%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$47.6M +$176K +1,743 +0.4%
Northern Trust
17
Northern Trust
Illinois
$43M -$956K -9,464 -2%
Charles Schwab
18
Charles Schwab
California
$40.9M +$1.34M +13,274 +3%
Norges Bank
19
Norges Bank
Norway
$36.1M +$1.52M +15,011 +4%
Ameriprise
20
Ameriprise
Minnesota
$33.8M +$955K +9,457 +3%
Invesco
21
Invesco
Georgia
$33.2M +$568K +5,624 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$32.9M -$402K -3,985 -1%
FCM
23
Frontier Capital Management
Massachusetts
$32.7M +$405K +4,012 +1%
Morgan Stanley
24
Morgan Stanley
New York
$31.8M +$15.3M +151,329 +85%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$30.4M +$23.5M +232,844 +280%
1
2 3 4 5

AIT Hedge Fund Activity: Q2 2022 in Review

282 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q2 2022, worth a combined $3.45B — down 4.1% from $3.59B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AIT positions and 28 closed out — a net gain of 19 holders — while 92 added to existing stakes and 104 trimmed.

The largest buyer was Loomis, Sayles & Company, adding an estimated $23.5M. The largest seller was AllianceBernstein, cutting an estimated $109M.

  • 282 institutional investors held Applied Industrial Technologies (AIT) as of Q2 2022, up from 269 in Q1 2022.
  • Funds reported $3.45B of Applied Industrial Technologies stock for Q2 2022, down 4.1% quarter-over-quarter.
  • 47 funds opened new Applied Industrial Technologies positions in Q2 2022 and 28 closed out, a net change of +19 holders.
  • The largest Applied Industrial Technologies buyer in Q2 2022 was Loomis, Sayles & Company, an estimated $23.5M added.
  • The largest Applied Industrial Technologies seller in Q2 2022 was AllianceBernstein, an estimated $109M sold.

Based on aggregated 13F filings for Q2 2022.