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2,525 hedge funds and large institutions have $458B invested in Apple in 2017 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 867 increasing their positions, 1,362 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 76

0% more funds holding

Funds holding: 2,5192,525 (+6)

2% less capital invested

Capital invested by funds: $466B → $458B (-$8.29B)

9% less call options, than puts

Call options by funds: $14.2B | Put options by funds: $15.6B

3.54% less ownership

Funds ownership: 247.31%243.77% (-3.5%)

4% less funds holding in top 10

Funds holding in top 10: 1,2891,239 (-50)

36% less repeat investments, than reductions

Existing positions increased: 867 | Existing positions reduced: 1,362

Holders
2,525
Holders Change
+6
Holders Change %
+0.24%
% of All Funds
62.94%
Holding in Top 10
1,239
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-3.88%
% of All Funds
30.88%
New
104
Increased
867
Reduced
1,362
Closed
76
Calls
$14.2B
Puts
$15.6B
Net Calls
-$1.44B
Net Calls Change
-$1.92B
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
226
Burgundy Asset Management
Ontario, Canada
$153M +$1.26M +34,144 +0.8%
LCS
227
Levin Capital Strategies
New York
$153M -$8.54M -230,992 -5%
SI
228
Scharf Investments
California
$152M -$91.7M -2,479,060 -37%
Ninety One (UK)
229
Ninety One (UK)
United Kingdom
$150M -$455K -12,296 -0.3%
T
230
Thomaspartners
Massachusetts
$147M +$2.84M +76,900 +2%
GA
231
Geneva Advisors
Illinois
$146M -$1.36M -36,872 -0.9%
CB
232
Commerce Bank
Missouri
$146M -$6.32M -171,080 -4%
FQ
233
First Quadrant
California
$146M +$16.5M +445,272 +12%
BTW
234
Boston Trust Walden
Massachusetts
$145M +$5.88M +159,080 +4%
EIM
235
ExxonMobil Investment Management
Texas
$144M -$24.3M -656,092 -14%
Mitsubishi UFJ Asset Management
236
Mitsubishi UFJ Asset Management
Japan
$143M -$13.4M -361,624 -8%
TAM
237
Tocqueville Asset Management
New York
$143M -$6.74M -182,284 -4%
LCOV
238
London Company of Virginia
Virginia
$139M -$7.42M -200,684 -5%
URS
239
Utah Retirement Systems
Utah
$138M -$7.2M -194,800 -5%
BPC
240
Banque Pictet & Cie
Switzerland
$137M -$30.8M -831,752 -18%
ASC
241
Atalanta Sosnoff Capital
New York
$137M -$4.52M -122,352 -3%
Connor, Clark & Lunn Investment Management (CC&L)
242
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$135M +$25.7M +696,200 +23%
NM
243
NWI Management
New York
$135M -$5.77M -156,000 -4%
CBT
244
Capital Bank & Trust
California
$134M +$138M +3,720,888 New
BAPIM
245
British Airways Pensions Investment Management
United Kingdom
$134M -$14.5M -392,000 -10%
Primecap Management
246
Primecap Management
California
$133M -$14.5M -392,800 -10%
NA
247
Neuburgh Advisers
California
$131M -$7.83M -211,728 -5%
Janney Montgomery Scott
248
Janney Montgomery Scott
Pennsylvania
$131M -$2.35M -63,552 -2%
XK
249
Xact Kapitalforvaltning
Sweden
$128M +$2.88M +77,876 +2%
Cambridge Investment Research Advisors
250
Cambridge Investment Research Advisors
Iowa
$128M +$131M +3,555,600 New

AAPL Hedge Fund Activity: Q2 2017 in Review

2,525 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q2 2017, worth a combined $458B — down 1.8% from $466B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new AAPL positions and 76 closed out — a net gain of 28 holders — while 867 added to existing stakes and 1,362 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $2.22B. The largest seller was State Street, cutting an estimated $1.1B.

  • 2,525 institutional investors held Apple (AAPL) as of Q2 2017, up from 2,519 in Q1 2017.
  • Funds reported $458B of Apple stock for Q2 2017, down 1.8% quarter-over-quarter.
  • 104 funds opened new Apple positions in Q2 2017 and 76 closed out, a net change of +28 holders.
  • The largest Apple buyer in Q2 2017 was Janus Henderson Group, an estimated $2.22B added.
  • The largest Apple seller in Q2 2017 was State Street, an estimated $1.1B sold.

Based on aggregated 13F filings for Q2 2017.