Applied Industrial Technologies
450 hedge funds and large institutions have $8B invested in Applied Industrial Technologies in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 146 increasing their positions, 173 reducing their positions, and 46 closing their positions.
48% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 46
15% more capital invested
Capital invested by funds: $6.97B → $8B (+$1.03B)
5% more funds holding
Funds holding: 428 → 450 (+22)
0.33% more ownership
Funds ownership: 92.95% → 93.28% (+0.33%)
16% less repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 173
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
22% less call options, than puts
Call options by funds: $17.9M | Put options by funds: $22.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZIG
Zurich Insurance Group
Zurich,
Switzerland
|
+$76.9M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$63M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$47.9M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
+$47.3M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$36.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$61.7M |
| 2 |
Goldman Sachs
New York
|
-$52.5M |
| 3 |
DP
Dundas Partners
Edinburgh,
United Kingdom
|
-$48.8M |
| 4 |
PFM
Premier Fund Managers
Guildford,
United Kingdom
|
-$45.5M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$38.8M |
AIT Hedge Fund Activity: Q3 2024 in Review
450 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q3 2024, worth a combined $8B — up 15% from $6.97B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new AIT positions and 46 closed out — a net gain of 22 holders — while 146 added to existing stakes and 173 trimmed.
The largest buyer was Zurich Insurance Group, opening a new position worth an estimated $76.9M. The largest seller was BlackRock, cutting an estimated $61.7M.
- 450 institutional investors held Applied Industrial Technologies (AIT) as of Q3 2024, up from 428 in Q2 2024.
- Funds reported $8B of Applied Industrial Technologies stock for Q3 2024, up 15% quarter-over-quarter.
- 68 funds opened new Applied Industrial Technologies positions in Q3 2024 and 46 closed out, a net change of +22 holders.
- The largest Applied Industrial Technologies buyer in Q3 2024 was Zurich Insurance Group, an estimated $76.9M added.
- The largest Applied Industrial Technologies seller in Q3 2024 was BlackRock, an estimated $61.7M sold.
Based on aggregated 13F filings for Q3 2024.