Applied Industrial Technologies
380 hedge funds and large institutions have $5.62B invested in Applied Industrial Technologies in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 135 increasing their positions, 132 reducing their positions, and 24 closing their positions.
129% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 24
8% more funds holding
Funds holding: 352 → 380 (+28)
7% more capital invested
Capital invested by funds: $5.23B → $5.62B (+$386M)
2% more repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 132
0.19% more ownership
Funds ownership: 93.53% → 93.72% (+0.19%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
18% less call options, than puts
Call options by funds: $2.83M | Put options by funds: $3.45M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$67.8M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$31.2M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$30.7M |
| 4 |
Morgan Stanley
New York
|
+$21.5M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$19.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$90.7M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$24.9M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$24.3M |
| 4 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$21.1M |
| 5 |
BlackRock
New York
|
-$15.1M |
AIT Hedge Fund Activity: Q3 2023 in Review
380 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q3 2023, worth a combined $5.62B — up 7.4% from $5.23B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new AIT positions and 24 closed out — a net gain of 31 holders — while 135 added to existing stakes and 132 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $67.8M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $90.7M.
- 380 institutional investors held Applied Industrial Technologies (AIT) as of Q3 2023, up from 352 in Q2 2023.
- Funds reported $5.62B of Applied Industrial Technologies stock for Q3 2023, up 7.4% quarter-over-quarter.
- 55 funds opened new Applied Industrial Technologies positions in Q3 2023 and 24 closed out, a net change of +31 holders.
- The largest Applied Industrial Technologies buyer in Q3 2023 was Fidelity Investments, an estimated $67.8M added.
- The largest Applied Industrial Technologies seller in Q3 2023 was Fuller & Thaler Asset Management, an estimated $90.7M sold.
Based on aggregated 13F filings for Q3 2023.