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Apple
AAPL

Overview Fund Activity

3,034 hedge funds and large institutions have $444B invested in Apple in 2018 Q4 according to their latest regulatory filings, with 371 funds opening new positions, 1,262 increasing their positions, 1,223 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,034
Holders Change
+208
Holders Change %
+7.36%
% of All Funds
67.71%
Holding in Top 10
1,382
Holding in Top 10 Change
-137
Holding in Top 10 Change %
-9.02%
% of All Funds
30.84%
New
371
Increased
1,262
Reduced
1,223
Closed
136
Calls
$14.1B
Puts
$15.6B
Net Calls
-$1.54B
Net Calls Change
+$1.75B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.36B
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$557M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$450M
4
Renaissance Technologies
Renaissance Technologies
New York
+$435M
5
Wells Fargo
Wells Fargo
California
+$317M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$2.26B
2
State Street
State Street
Massachusetts
-$1.12B
3
Deutsche Bank
Deutsche Bank
Germany
-$884M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$795M
5
Invesco
Invesco
Georgia
-$782M
Name Holding Trade Value Shares
Change 		Shares
Change %
VBFP
2701
Valtinson Bruner Financial Planning
Minnesota
$625K +$625K +15,848 New
GSC
2702
G&S Capital
Colorado
$623K -$11.2K -284 -2%
GI
2703
Glovista Investments
New Jersey
$619K -$22.1K -560 -3%
SFM
2704
Systematic Financial Management
New Jersey
$615K – – –
CWM
2705
Cahaba Wealth Management
Georgia
$614K -$43.2K -1,096 -7%
AA
2706
AlphaMark Advisors
Kentucky
$612K +$22.1K +560 +4%
CIC
2707
Cutler Investment Counsel
Oregon
$611K +$2.37K +60 +0.4%
RIS
2708
Retirement Income Solutions
Michigan
$607K -$4.89K -124 -0.8%
CF
2709
Copperwynd Financial
Arizona
$603K +$24K +608 +4%
PIA
2710
Pinion Investment Advisors
Kansas
$600K +$136K +3,440 +29%
DWA
2711
Dougherty Wealth Advisers
Minnesota
$599K +$599K +14,008 New
FP
2712
Foundry Partners
Minnesota
$598K -$155K -3,920 -21%
SRC
2713
Stone Run Capital
New York
$597K – – –
PAMU
2714
Pictet Asset Management (UK)
United Kingdom
$597K -$36.1K -914,264 -6%
CP
2715
Cumberland Partners
Ontario, Canada
$596K -$1.16M -29,520 -66%
BFM
2716
Boothbay Fund Management
New York
$595K -$2.01M -51,032 -77%
WRM
2717
Weybosset Research & Management
Rhode Island
$592K -$154K -3,912 -21%
MAP
2718
Milestone Advisory Partners
North Carolina
$592K -$4.69K -120 -0.8%
QCM
2719
Quantinno Capital Management
New York
$591K +$591K +14,992 New
MCM
2720
Mainstay Capital Management
Michigan
$582K -$76.3K -1,968 -12%
SFG
2721
Sather Financial Group
Texas
$581K – – –
LFS
2722
Legacy Financial Strategies
Kansas
$581K +$6.47K +164 +1%
SWMG
2723
Signature Wealth Management Group
Georgia
$581K +$32.2K +816 +6%
EWG
2724
Executive Wealth Group
Washington
$577K +$9.94K +252 +2%
SSP
2725
Sapphire Star Partners
Washington
$577K -$35.2K -892 -6%
107 108
109
110 111