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Applied Industrial Technologies

335 hedge funds and large institutions have $4.39B invested in Applied Industrial Technologies in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 104 increasing their positions, 127 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 13

118% more call options, than puts

Call options by funds: $8.42M | Put options by funds: $3.87M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

19% more capital invested

Capital invested by funds: $3.69B → $4.39B (+$707M)

14% more funds holding

Funds holding: 295335 (+40)

0.23% less ownership

Funds ownership: 93.01%92.78% (-0.23%)

18% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 127

Holders
335
Holders Change
+40
Holders Change %
+13.56%
% of All Funds
5.38%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
54
Increased
104
Reduced
127
Closed
13
Calls
$8.42M
Puts
$3.87M
Net Calls
+$4.55M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$845M -$17.4M -142,071 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$626M +$12.9M +105,255 +2%
JP Morgan Chase
3
JP Morgan Chase
New York
$236M -$22.5M -183,323 -9%
State Street
4
State Street
Massachusetts
$166M -$8.42M -68,667 -5%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$162M +$1.1M +8,951 +0.7%
Victory Capital Management
6
Victory Capital Management
Texas
$144M -$65.3M -532,363 -32%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$142M +$11.3M +92,448 +9%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$129M -$20.6M -168,313 -14%
Macquarie Group
9
Macquarie Group
Australia
$119M +$5.48M +44,714 +5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$86.1M +$2.67M +21,790 +3%
BTW
11
Boston Trust Walden
Massachusetts
$83.8M -$9.33M -76,069 -10%
FMI
12
Fiduciary Management Inc
Wisconsin
$78.5M -$1.42M -11,613 -2%
PCM
13
Palisade Capital Management
New Jersey
$70.1M -$10.6M -86,769 -13%
Ameriprise
14
Ameriprise
Minnesota
$65M +$10.2M +83,424 +19%
N
15
Nuveen
North Carolina
$58.4M -$5.32M -43,338 -9%
Northern Trust
16
Northern Trust
Illinois
$57.4M +$1.2M +9,762 +2%
Norges Bank
17
Norges Bank
Norway
$56.6M +$11.5M +93,818 +26%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$55.4M -$8.04M -65,568 -13%
Charles Schwab
19
Charles Schwab
California
$53.9M -$64K -522 -0.1%
Loomis, Sayles & Company
20
Loomis, Sayles & Company
Massachusetts
$45.3M -$1.06M -8,602 -2%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$45.2M +$9.98M +81,404 +29%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$42.7M +$180K +1,465 +0.4%
FCM
23
Frontier Capital Management
Massachusetts
$42M -$5.08M -41,397 -11%
Invesco
24
Invesco
Georgia
$40.1M +$1.81M +14,725 +5%
Morgan Stanley
25
Morgan Stanley
New York
$40M +$2.71M +22,109 +7%

AIT Hedge Fund Activity: Q4 2022 in Review

335 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q4 2022, worth a combined $4.39B — up 19% from $3.69B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new AIT positions and 13 closed out — a net gain of 41 holders — while 104 added to existing stakes and 127 trimmed.

The largest buyer was Handelsbanken Fonder, adding an estimated $27M. The largest seller was Victory Capital Management, cutting an estimated $65.3M.

  • 335 institutional investors held Applied Industrial Technologies (AIT) as of Q4 2022, up from 295 in Q3 2022.
  • Funds reported $4.39B of Applied Industrial Technologies stock for Q4 2022, up 19% quarter-over-quarter.
  • 54 funds opened new Applied Industrial Technologies positions in Q4 2022 and 13 closed out, a net change of +41 holders.
  • The largest Applied Industrial Technologies buyer in Q4 2022 was Handelsbanken Fonder, an estimated $27M added.
  • The largest Applied Industrial Technologies seller in Q4 2022 was Victory Capital Management, an estimated $65.3M sold.

Based on aggregated 13F filings for Q4 2022.