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Apple
AAPL

Overview Fund Activity

3,022 hedge funds and large institutions have $600B invested in Apple in 2019 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 1,087 increasing their positions, 1,583 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,022
Holders Change
+20
Holders Change %
+0.67%
% of All Funds
66.37%
Holding in Top 10
1,563
Holding in Top 10 Change
+107
Holding in Top 10 Change %
+7.35%
% of All Funds
34.33%
New
114
Increased
1,087
Reduced
1,583
Closed
68
Calls
$21.2B
Puts
$22.9B
Net Calls
-$1.79B
Net Calls Change
+$2.99B

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$908M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$844M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
+$534M
4
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$486M
5
Jennison Associates
Jennison Associates
New York
+$465M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$892M
2
Northern Trust
Northern Trust
Illinois
-$733M
3
USAA
United Services Automobile Association
Texas
-$730M
4
State Street
State Street
Massachusetts
-$639M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$618M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
2676
Bennicas & Associates
California
$851K -$5.6K -100 -0.7%
CWM
2677
Cahaba Wealth Management
Georgia
$848K -$41.7K -744 -5%
SRC
2678
Stone Run Capital
New York
$848K – – –
MWC
2679
MBM Wealth Consultants
Missouri
$847K +$9.19K +164 +1%
PFG
2680
Pacific Financial Group
Washington
$845K -$36.2K -732 -4%
SFC
2681
SYM Financial Corp
Indiana
$844K +$142K +2,536 +20%
MCM
2682
Monument Capital Management
Virginia
$839K +$293K +5,224 +54%
NQWM
2683
Northwest Quadrant Wealth Management
Oregon
$836K -$21.7K -360 -3%
SCA
2684
Sippican Capital Advisors
Massachusetts
$829K -$24K -428 -3%
TIA
2685
Tandem Investment Advisors
South Carolina
$825K -$52.4K -936 -6%
MWA
2686
MFA Wealth Advisors
Pennsylvania
$825K +$226K +4,044 +38%
GCM
2687
Gunderson Capital Management
South Carolina
$824K +$93.3K +1,668 +13%
WRM
2688
Weybosset Research & Management
Rhode Island
$818K – – –
CC
2689
Claybrook Capital
Massachusetts
$804K +$224 +4 +0%
HWA
2690
Hillcrest Wealth Advisors
New Jersey
$798K +$2.47K +44 +0.3%
SIC
2691
Shoker Investment Counsel
Ohio
$796K +$2.01K +36 +0.3%
MAM
2692
Marquette Asset Management
Minnesota
$796K +$11.2K +200 +1%
ACM
2693
Adalta Capital Management
New York
$793K -$13.4K -240 -2%
FVWA
2694
Foster Victor Wealth Advisors
South Carolina
$788K +$140K +2,468 +22%
PA
2695
Prism Advisors
California
$787K +$14.8K +264 +2%
CAM
2696
Concorde Asset Management
Michigan
$785K -$892K -15,940 -53%
GPWA
2697
Great Point Wealth Advisors
Massachusetts
$784K +$69.6K +1,244 +10%
UWPG
2698
Ullmann Wealth Partners Group
Florida
$781K +$22.4K +400 +3%
ACM
2699
Armbruster Capital Management
New York
$780K – – –
RFM
2700
Royal Fund Management
Florida
$780K +$59.3K +1,060 +8%
106 107
108
109 110