Applied Industrial Technologies
349 hedge funds and large institutions have $5.15B invested in Applied Industrial Technologies in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 128 increasing their positions, 130 reducing their positions, and 28 closing their positions.
71% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 28
39% more call options, than puts
Call options by funds: $3.2M | Put options by funds: $2.3M
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
17% more capital invested
Capital invested by funds: $4.39B → $5.15B (+$759M)
5% more funds holding
Funds holding: 333 → 349 (+16)
3.48% more ownership
Funds ownership: 90.39% → 93.87% (+3.5%)
2% less repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 130
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$37.7M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$33.5M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$31.4M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$21.4M |
| 5 |
RS
Robeco Schweiz
Zurich,
Switzerland
|
+$16.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$59.7M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$53.8M |
| 3 |
JP Morgan Chase
New York
|
-$23.1M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$20.3M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$19.5M |
AIT Hedge Fund Activity: Q1 2023 in Review
349 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q1 2023, worth a combined $5.15B — up 17% from $4.39B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new AIT positions and 28 closed out — a net gain of 20 holders — while 128 added to existing stakes and 130 trimmed.
The largest buyer was Millennium Management, adding an estimated $37.7M. The largest seller was BlackRock, cutting an estimated $59.7M.
- 349 institutional investors held Applied Industrial Technologies (AIT) as of Q1 2023, up from 333 in Q4 2022.
- Funds reported $5.15B of Applied Industrial Technologies stock for Q1 2023, up 17% quarter-over-quarter.
- 48 funds opened new Applied Industrial Technologies positions in Q1 2023 and 28 closed out, a net change of +20 holders.
- The largest Applied Industrial Technologies buyer in Q1 2023 was Millennium Management, an estimated $37.7M added.
- The largest Applied Industrial Technologies seller in Q1 2023 was BlackRock, an estimated $59.7M sold.
Based on aggregated 13F filings for Q1 2023.