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Apple
AAPL

Overview Fund Activity

2,048 hedge funds and large institutions have $282B invested in Apple in 2014 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 905 increasing their positions, 862 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,048
Holders Change
-22
Holders Change %
-1.06%
% of All Funds
59.19%
Holding in Top 10
855
Holding in Top 10 Change
-61
Holding in Top 10 Change %
-6.66%
% of All Funds
24.71%
New
105
Increased
905
Reduced
862
Closed
105
Calls
$21.3B
Puts
$21.7B
Net Calls
-$379M
Net Calls Change
+$1.88B

Top Buyers

1
Capital World Investors
Capital World Investors
California
$3.28B
2
Capital Research Global Investors
Capital Research Global Investors
California
$3.36B
3
IC
Icahn Carl
Florida
$4.05B
4
Vanguard Group
Vanguard Group
Pennsylvania
$25.1B
5
Goldman Sachs
Goldman Sachs
New York
$4.5B

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.93B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$13.4B
3
State Street
State Street
Massachusetts
$19.1B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.51B
5
DCM
Discovery Capital Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
STC
226
SEI Trust Company
Pennsylvania
$131M +$26.9M +1,402,968 +26%
IRF
227
IBM Retirement Fund
New York
$130M -$71.2M -3,722,096 -35%
HCM
228
Holland Capital Management
Illinois
$129M -$6.3M -328,524 -5%
WHG
229
Westwood Holdings Group
Texas
$129M +$48.1M +2,507,736 +60%
JPMPWA
230
J.P. Morgan Private Wealth Advisors
California
$128M +$5.86M +305,564 +5%
NI
231
Numeric Investors
Massachusetts
$127M -$55.3M -2,884,840 -30%
Macquarie Group
232
Macquarie Group
Australia
$126M -$345M -18,008,508 -73%
JWBC
233
John W. Bristol & Co
New York
$126M -$2.21M -115,136 -2%
EIM
234
ExxonMobil Investment Management
Texas
$125M -$325K -16,968 -0.3%
SBAM
235
Santa Barbara Asset Management
California
$124M -$1.37M -71,652 -1%
Coatue Management
236
Coatue Management
New York
$122M -$688M -35,870,940 -85%
AG
237
Aperio Group
California
$121M +$121M +6,296,080 New
CNB
238
City National Bank
California
$121M +$8.51M +444,052 +8%
GH
239
GAM Holding
Switzerland
$120M +$21.8M +1,138,536 +22%
BPC
240
Banque Pictet & Cie
Switzerland
$120M -$5.16M -269,388 -4%
IIM
241
Ivory Investment Management
New York
$117M +$73.8M +3,847,816 +171%
Capstone Investment Advisors
242
Capstone Investment Advisors
New York
$115M -$335M -17,495,296 -74%
WJA
243
Williams Jones & Associates
New York
$113M +$64.3M +3,355,492 +133%
WBC
244
Westpac Banking Corp
Australia
$112M +$22.5M +1,174,180 +25%
M2MC
245
Matthew 25 Management Corp
Pennsylvania
$111M +$9.39M +490,000 +9%
MSA
246
Mason Street Advisors
Wisconsin
$111M -$1.18M -61,600 -1%
TGA
247
Trilogy Global Advisors
Florida
$109M -$16.8M -874,804 -13%
SI
248
Scharf Investments
California
$108M +$6.83M +356,216 +7%
SDJVC
249
St. Denis J. Villere & Co
Louisiana
$108M +$11.1M +581,280 +12%
UCFA
250
United Capital Financial Advisors
Texas
$108M +$13.1M +684,572 +14%
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