Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Applied Indl Technologies In (AIT)

577 + Investors. Track Smart Money conviction in AIT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +29
Streak
11Q ▲
Buyers last Q
56%

Smart Money Signals — AIT

Based on 582 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added AIT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
582 hedge funds hold AIT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+76 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

313 buying242 selling
Last quarter: 313 funds bought or added vs 242 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new AIT position: 94 → 87 → 79 → 88. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 24% medium ■ 20% new
322 out of 582 hedge funds have held AIT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~88 new funds/quarter

79 → 94 → 87 → 79 → 88 new funds/Q
New funds entering each quarter: 94 → 87 → 79 → 88. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 62% veterans vs 24% newcomers

■ 62% veterans ■ 14% 1-2yr ■ 24% new
Entry-cohort mix of 592 holders: 365 (62%) are 2+ year veterans, 83 entered 1–2 years ago, and 144 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
60 of 581 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in AIT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AIT

In 2026 Q1, 313 hedge funds were net buyers of AIT (88 opened a new position, 225 added to an existing one), while 242 reduced or exited (183 trimmed, 59 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 40% of total institutional value in AIT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +29 funds (more new holders than closures). Total institutional holders: 582.

Hedge Fund Ownership: AIT

How many hedge funds hold AIT — quarterly history vs. share price
Quarterly hedge fund ownership of AIT vs. share price

Market Analysis: AIT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AIT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Applied Indl Technologies In (AIT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AIT has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
AIT
+23.7%
XLI
+10.5%

AIT outperformed XLI by +13.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
AIT
+6.8%
XLI
+4.2%

Since the filing became public, AIT outperformed XLI by +2.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

46 top-rated funds 2 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: AIT
577 + Investors

Track Smart Money conviction in AIT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 577 553 4.34%
13F Shares 35M 36M -3.48%
Total Value $8.68B $8.98B -3.3%
New Positions 86 79 +7
Increased Positions 221 178 +43
Closed Positions 62 72 -10
Reduced Positions 181 210 -29
Total Calls 5 3 66.67%
Total Puts 4 2 100.0%
PUT/CALL Ratio 0.8 0.67 Neutral

Statistics: AIT

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
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Financial Highlights

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Institutional Holders (2026 Q1)

577 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AIT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 AIT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Grace & White Inc /Ny 6.61% 141,153 $37.5M
2 SMA Capital LLC 3.89% 34,000 $9.0M
3 SG Capital Management LLC 1.96% 111,028 $29.5M
4 Pier Capital, LLC 1.73% 39,507 $10.5M
5 Ausbil Investment Management Ltd 1.64% 12,262 $3.3M
6 Palisade Capital Management, LP 1.64% 185,074 $49.1M
7 EULAV Asset Management 1.13% 132,740 $35.2M
8 ArrowMark Colorado Holdings LLC 1.04% 147,906 $39.2M
9 Boston Trust Walden Corp 0.96% 439,436 $116.6M
10 Cramer Rosenthal Mcglynn LLC 0.94% 48,478 $12.9M
11 Emerald Investment Advisers, LLC 0.89% 37,102 $9.8M
12 Robeco Schweiz AG 0.87% 155,022 $41.1M
13 VELA Investment Management, LLC 0.81% 13,317 $3.5M
14 Durable Capital Partners LP 0.81% 296,601 $78.7M
15 Tema Etfs LLC 0.79% 44,120 $11.7M
16 Romano Brothers and Company 0.73% 24,115 $6.4M
17 Fiduciary Management Inc /Wi/ 0.68% 205,928 $54.6M
18 Mountain Pacific Investment Advisers LLC 0.59% 12,871 $3.4M
19 Alamea Verwaltungs GmbH 0.53% 2,710 $719K
20 Eventide Asset Management, LLC 0.53% 121,287 $32.1M
21 Fuller & Thaler Asset Management, INC. 0.50% 562,675 $149.3M
22 Mirova 0.49% 45,585 $12.1M
23 Lecap Asset Management Ltd 0.49% 4,915 $1.3M
24 nVerses Capital, LLC 0.48% 2,008 $533K
25 Sapience Investments, LLC 0.48% 14 $4K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Applied Indl Technologies In (AIT)

What does the Smart Money Trend signal show for AIT?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added AIT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AIT?

Slight buying edge — 56% buying: Last quarter: 313 funds bought or added vs 242 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AIT holders?

Elite ownership — 40% AUM from top-100 funds: 60 of 581 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in AIT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AIT?

55% of holders stayed for 2+ years: 322 out of 582 hedge funds have held AIT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Applied Indl Technologies In (AIT) following the 2026 Q1 hedge fund 13F filings?

As of today, AIT has moved +6.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.2% for the XLI sector ETF — an outperformance of +2.6%. Since the quarter end (March 31, 2026), AIT has gained +23.7% vs +10.5% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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