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
↑ +30
Streak
11Q ▲
Buyers last Q
56%

Smart Money Signals — AIT

Based on 584 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
584 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
+78 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

314 buying243 selling
Last quarter: 314 funds bought or added vs 243 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 (+10 vs last Q)

new funds entering per quarter
Funds opening a new AIT position: 95 → 87 → 79 → 89. 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
323 out of 584 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 — ~89 new funds/quarter

79 → 95 → 87 → 79 → 89 new funds/Q
New funds entering each quarter: 95 → 87 → 79 → 89. 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 594 holders: 366 (62%) are 2+ year veterans, 83 entered 1–2 years ago, and 145 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
62 of 583 holders are among the 100 largest funds by AUM, controlling 53% 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, 314 hedge funds were net buyers of AIT (89 opened a new position, 225 added to an existing one), while 243 reduced or exited (184 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. 53% of total institutional value in AIT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +30 funds (more new holders than closures). Total institutional holders: 584.

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.

Loading signal freshness…
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
2026 Q2 Stats Unlock in 3 days 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

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

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:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
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 7.45% 139,153 $47.1M
2 Candelo Capital Management LP 3.74% 17,952 $6.1M
3 Fi3 FINANCIAL ADVISORS, LLC 3.21% 46,397 $13.4M
4 SMA Capital LLC 2.13% 15,000 $5.1M
5 Liberty Capital Management, Inc. 2.02% 34,668 $11.7M
6 SG Capital Management LLC 1.97% 70,718 $23.9M
7 Ausbil Investment Management Ltd 1.90% 12,662 $4.2M
8 Pier Capital, LLC 1.78% 39,709 $13.4M
9 EULAV Asset Management 1.45% 134,740 $45.6M
10 SWP Investment Management LLC 1.43% 5,070 $1.1M
11 Palisade Capital Management, LP 1.35% 91,367 $30.9M
12 Boston Trust Walden Corp 1.10% 427,345 $144.5M
13 Sandler Capital Management 0.88% 5,232 $1.8M
14 Alamea Verwaltungs GmbH 0.83% 3,056 $1.0M
15 Fuller & Thaler Asset Management, INC. 0.82% 893,709 $302.2M
16 Romano Brothers and Company 0.82% 24,056 $8.1M
17 Robeco Schweiz AG 0.82% 150,522 $50.9M
18 Cramer Rosenthal Mcglynn LLC 0.80% 46,990 $15.9M
19 VELA Investment Management, LLC 0.79% 10,905 $3.7M
20 Emerald Investment Advisers, LLC 0.77% 34,221 $11.6M
21 Eventide Asset Management, LLC 0.65% 143,966 $48.6M
22 Mountain Pacific Investment Advisers LLC 0.64% 12,007 $4.1M
23 ArrowMark Colorado Holdings LLC 0.60% 42,535 $14.4M
24 Df Dent & Co Inc 0.58% 90,968 $30.8M
25 Tema Etfs LLC 0.58% 53,040 $17.9M
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: 314 funds bought or added vs 243 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 — 53% AUM from top-100 funds: 62 of 583 holders are among the 100 largest funds by AUM, controlling 53% 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: 323 out of 584 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.

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.

Full history →