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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
RL
251
Ruffer LLP
United Kingdom
$126M +$21M +567,180 +19%
MSV
252
MN Services Vermogensbeheer
Netherlands
$124M +$106M +2,866,732 +503%
SSG
253
Summit Securities Group
New York
$123M +$103M +2,791,068 +454%
IGIM
254
I.G. Investment Management
Manitoba, Canada
$120M -$27.2M -735,140 -18%
SW
255
SVB Wealth
Massachusetts
$120M -$963K -26,036 -0.8%
Public Sector Pension Investment Board (PSP Investments)
256
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$119M -$54.7M -1,479,200 -31%
VFA
257
Virtus Fund Advisers
Connecticut
$117M -$7.02M -189,884 -6%
Envestnet Asset Management
258
Envestnet Asset Management
Illinois
$117M -$12.4M -335,236 -9%
JIC
259
Johnson Investment Counsel
Ohio
$116M -$1.72M -46,400 -1%
SCM
260
Shapiro Capital Management
Georgia
$114M -$34.3M -926,884 -23%
AG
261
Advisor Group
Arizona
$113M -$1.05M -28,416 -0.9%
SAM
262
Sawgrass Asset Management
Florida
$112M -$19.7M -533,848 -15%
Kovitz Investment Group Partners
263
Kovitz Investment Group Partners
Illinois
$110M -$1.63M -44,048 -1%
CIM
264
Contrarius Investment Management
Jersey
$110M -$56.8M -1,537,488 -33%
CS
265
Candriam SCA
Luxembourg
$110M -$3.75M -101,488 -3%
WIM
266
Waverton Investment Management
United Kingdom
$110M -$10.5M -283,004 -8%
ZIG
267
Zurich Insurance Group
Switzerland
$110M -$5.41M -146,356 -5%
CTB
268
Country Trust Bank
Illinois
$108M -$61.7K -1,668 -0.1%
Loomis, Sayles & Company
269
Loomis, Sayles & Company
Massachusetts
$108M -$21.1M -569,392 -16%
PWLP
270
Prio Wealth Limited Partnership
Massachusetts
$108M -$2.25M -60,964 -2%
HNB
271
Huntington National Bank
Ohio
$108M -$2.84M -76,928 -3%
CIBC Asset Management
272
CIBC Asset Management
Ontario, Canada
$108M +$2.37M +64,124 +2%
OAC
273
OMERS Administration Corp
Ontario, Canada
$107M -$12.8M -345,080 -10%
GH
274
GAM Holding
Switzerland
$106M -$8.52M -230,524 -7%
Nomura Holdings
275
Nomura Holdings
Japan
$105M +$65.3M +1,765,636 +155%

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.