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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
CJA
2476
C-J Advisory
California
$152K
SOADOR
2477
State of Alaska Department of Revenue
Alaska
$149K +$154K +4,160 New
RBC
2478
Roble Belko & Company
Pennsylvania
$140K +$1.48K +40 +1%
ACM
2479
Armbruster Capital Management
New York
$131K +$11.5K +312 +9%
HSA
2480
Hussman Strategic Advisors
Maryland
$130K
TCCM
2481
Timber Creek Capital Management
Massachusetts
$130K
HCC
2482
Hirtle Callaghan & Co
Pennsylvania
$118K -$30.2K -816 -20%
ABA
2483
American Beacon Advisors
Texas
$117K
HWP
2484
Hefty Wealth Partners
Indiana
$115K +$25.7K +696 +28%
FMA
2485
FNY Managed Accounts
New York
$115K +$106K +2,864 +852%
TJHA
2486
Thomas J. Herzfeld Advisors
Florida
$108K +$8.13K +220 +8%
BSAM
2487
Blue Sky Asset Management
Colorado
$108K +$111K +3,000 New
CWM
2488
Catamount Wealth Management
Connecticut
$96K +$14.8K +400 +18%
NO
2489
Ninety One
South Africa
$95K
OHS
2490
Odey Holdings (Switzerland)
Switzerland
$92K +$20.7K +560 +28%
PCC
2491
Park Circle Company
Maryland
$86K -$1.92M -52,000 -96%
AIM
2492
Acrospire Investment Management
Illinois
$86K +$88.7K +2,400 New
MIP
2493
Mondrian Investment Partners
United Kingdom
$74K
FPF
2494
FNY Partners Fund
New York
$72K -$1.23M -33,200 -94%
CPP
2495
Crow Point Partners
Massachusetts
$72K +$73.9K +2,000 New
PS
2496
Portfolio Solutions
Michigan
$69K -$104K -2,800 -60%
DRS
2497
Deane Retirement Strategies
Louisiana
$69K
HL
2498
Harding Loevner
New Jersey
$60K +$62.1K +1,680 New
IR
2499
Invictus RG
Bermuda
$58K +$26K +704 +77%
CWM
2500
Cranbrook Wealth Management
Michigan
$57K +$148 +4 +0.3%

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.