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Applied Industrial Technologies
AIT

354 hedge funds and large institutions have $5.23B invested in Applied Industrial Technologies in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 133 increasing their positions, 117 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

16% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 32

14% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 117

1% more funds holding

Funds holding: 349 → 354 (+5)

8% more call options, than puts

Call options by funds: $2.79M | Put options by funds: $2.58M

2% more capital invested

Capital invested by funds: $5.15B → $5.23B (+$84.2M)

0.29% less ownership

Funds ownership: 93.87% → 93.58% (-0.29%)

Holders
354
Holders Change
+5
Holders Change %
+1.43%
% of All Funds
5.56%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
37
Increased
133
Reduced
117
Closed
32
Calls
$2.79M
Puts
$2.58M
Net Calls
+$217K
Net Calls Change
-$678K

Top Buyers

1
PFM
Premier Fund Managers
United Kingdom
+$18.9M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$16.1M
3
ACH
ArrowMark Colorado Holdings
Colorado
+$14.4M
4
Invesco
Invesco
Georgia
+$13.8M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$9.49M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$32.1M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$30.6M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$23.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.6M
5
HI
Handelsinvest Investeringsforvaltning
Denmark
-$9.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$907M +$174K +1,301 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$734M +$3.17M +23,799 +0.5%
JP Morgan Chase
3
JP Morgan Chase
New York
$248M +$1.34M +10,037 +0.6%
State Street
4
State Street
Massachusetts
$199M +$2.31M +17,329 +1%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$174M +$1.12M +8,378 +0.7%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$170M -$14.6M -109,424 -9%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$131M -$1.67M -12,508 -1%
Macquarie Group
8
Macquarie Group
Australia
$123M +$615K +4,609 +0.5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$108M +$3.96M +29,683 +4%
Victory Capital Management
10
Victory Capital Management
Texas
$104M -$3.86M -28,920 -4%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$101M -$23.3M -174,949 -20%
Invesco
12
Invesco
Georgia
$94.5M +$13.8M +103,804 +19%
FMI
13
Fiduciary Management Inc
Wisconsin
$93.2M +$5.63M +42,236 +7%
PCM
14
Palisade Capital Management
New Jersey
$89.1M +$3.97M +29,783 +5%
BTW
15
Boston Trust Walden
Massachusetts
$82.4M -$8.1M -60,721 -10%
Ameriprise
16
Ameriprise
Minnesota
$73.3M -$6.41M -48,018 -9%
N
17
Nuveen
North Carolina
$70.1M +$7.56M +56,702 +13%
Northern Trust
18
Northern Trust
Illinois
$63.5M -$2.32M -17,414 -4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$61.6M -$1.84M -13,827 -3%
Charles Schwab
20
Charles Schwab
California
$60.7M -$445K -3,336 -0.8%
Norges Bank
21
Norges Bank
Norway
$59.2M +$1.28M +9,619 +2%
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$52M -$442K -3,314 -0.9%
ACH
23
ArrowMark Colorado Holdings
Colorado
$51.5M +$14.4M +108,301 +44%
Morgan Stanley
24
Morgan Stanley
New York
$48.8M +$2.83M +21,220 +7%
RS
25
Robeco Schweiz
Switzerland
$46.4M -$1.27M -9,500 -3%
1
2 3 4 5

AIT Hedge Fund Activity: Q2 2023 in Review

354 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q2 2023, worth a combined $5.23B — up 1.6% from $5.15B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AIT positions and 32 closed out — a net gain of 5 holders — while 133 added to existing stakes and 117 trimmed.

The largest buyer was Premier Fund Managers, opening a new position worth an estimated $18.9M. The largest seller was Millennium Management, cutting an estimated $32.1M.

  • 354 institutional investors held Applied Industrial Technologies (AIT) as of Q2 2023, up from 349 in Q1 2023.
  • Funds reported $5.23B of Applied Industrial Technologies stock for Q2 2023, up 1.6% quarter-over-quarter.
  • 37 funds opened new Applied Industrial Technologies positions in Q2 2023 and 32 closed out, a net change of +5 holders.
  • The largest Applied Industrial Technologies buyer in Q2 2023 was Premier Fund Managers, an estimated $18.9M added.
  • The largest Applied Industrial Technologies seller in Q2 2023 was Millennium Management, an estimated $32.1M sold.

Based on aggregated 13F filings for Q2 2023.