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Applied Industrial Technologies

499 hedge funds and large institutions have $8.62B invested in Applied Industrial Technologies in 2024 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 187 increasing their positions, 154 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 35

27% more call options, than puts

Call options by funds: $35.8M | Put options by funds: $28.1M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

21% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 154

11% more funds holding

Funds holding: 450499 (+49)

8% more capital invested

Capital invested by funds: $8B → $8.62B (+$617M)

0.07% more ownership

Funds ownership: 93.53%93.6% (+0.07%)

Holders
499
Holders Change
+49
Holders Change %
+10.89%
% of All Funds
6.57%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
95
Increased
187
Reduced
154
Closed
35
Calls
$35.8M
Puts
$28.1M
Net Calls
+$7.73M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.18B +$19.5M +78,232 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.1B -$621K -2,490 -0.1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$394M -$74.9M -300,413 -15%
State Street
4
State Street
Massachusetts
$354M +$9.63M +38,633 +3%
Invesco
5
Invesco
Georgia
$304M +$21.3M +85,270 +7%
JP Morgan Chase
6
JP Morgan Chase
New York
$261M -$25.5M -102,090 -9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$254M +$5.2M +20,842 +2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$186M -$17.9M -71,948 -8%
Macquarie Group
9
Macquarie Group
Australia
$160M -$394K -1,581 -0.2%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$150M -$11M -43,999 -7%
Charles Schwab
11
Charles Schwab
California
$137M +$488K +1,958 +0.3%
Capital Research Global Investors
12
Capital Research Global Investors
California
$134M -$444K -1,781 -0.3%
Norges Bank
13
Norges Bank
Norway
$130M +$24.7M +99,042 +22%
Northern Trust
14
Northern Trust
Illinois
$122M +$14.1M +56,732 +12%
BTW
15
Boston Trust Walden
Massachusetts
$120M -$18.2M -73,172 -13%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$118M -$9.16M -36,755 -7%
Alyeska Investment Group
17
Alyeska Investment Group
Illinois
$113M +$8.44M +33,842 +8%
Allspring Global Investments
18
Allspring Global Investments
North Carolina
$99.5M -$2.99M -11,985 -3%
First Trust Advisors
19
First Trust Advisors
Illinois
$96.9M +$33.7M +134,975 +50%
Morgan Stanley
20
Morgan Stanley
New York
$93.6M +$7.67M +30,779 +9%
Brown Advisory
21
Brown Advisory
Maryland
$91.7M -$4.78M -19,179 -5%
ZIG
22
Zurich Insurance Group
Switzerland
$90.9M +$592K +2,374 +0.6%
Goldman Sachs
23
Goldman Sachs
New York
$87.7M +$41.4M +166,077 +83%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$87.7M +$2.87M +11,529 +3%
Capital World Investors
25
Capital World Investors
California
$74.5M -$121K -486 -0.2%