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Apple
AAPL

Overview Fund Activity

2,777 hedge funds and large institutions have $505B invested in Apple in 2018 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 1,054 increasing their positions, 1,431 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,777
Holders Change
-24
Holders Change %
-0.86%
% of All Funds
63.74%
Holding in Top 10
1,336
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-2.77%
% of All Funds
30.66%
New
112
Increased
1,054
Reduced
1,431
Closed
102
Calls
$12.1B
Puts
$14.6B
Net Calls
-$2.53B
Net Calls Change
+$5.58B

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$12.5B
2
Deutsche Bank
Deutsche Bank
Germany
+$2.49B
3
EVM
Eaton Vance Management
Massachusetts
+$1.11B
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$830M
5
Goldman Sachs
Goldman Sachs
New York
+$730M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$5.98B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.54B
3
Capital World Investors
Capital World Investors
California
-$2.58B
4
State Street
State Street
Massachusetts
-$1.94B
5
Capital Research Global Investors
Capital Research Global Investors
California
-$1.72B
Name Holding Trade Value Shares
Change 		Shares
Change %
OPWM
2726
Oak Point Wealth Management
Michigan
$165K +$4.97K +120 +3%
RBC
2727
Roble Belko & Company
Pennsylvania
$162K – – –
AI
2728
ArchPoint Investors
Florida
$156K -$605K -14,400 -79%
BCMIO
2729
Beacon Capital Management Inc (Ohio)
Ohio
$153K -$18.2K -436 -11%
RHJA
2730
Rice Hall James & Associates
California
$151K – – –
MIM
2731
Macroview Investment Management
Maryland
$151K +$104K +2,476 +220%
SFA
2732
Spectrum Financial Alliance
Kentucky
$138K +$138K +3,296 New
AWMS
2733
Advocacy Wealth Management Services
Georgia
$135K -$8.36K -200 -6%
HWP
2734
Hefty Wealth Partners
Indiana
$135K – – –
SPL
2735
Smart Portfolios LLC
Washington
$134K +$134K +3,200 New
QFA
2736
Quattro Financial Advisors
Texas
$133K +$133K +3,080 New
ACM
2737
Armbruster Capital Management
New York
$125K – – –
CWM
2738
Catamount Wealth Management
Connecticut
$122K -$88.3K -2,100 -42%
CIR
2739
Clear Investment Research
Georgia
$122K +$122K +2,916 New
NO
2740
Ninety One
South Africa
$112K – – –
ECM
2741
EII Capital Management
New York
$109K +$109K +2,600 New
PS
2742
Portfolio Solutions
Michigan
$103K +$7.07K +168 +7%
CAM
2743
Chandler Asset Management
California
$103K +$102K +2,440 +10,167%
HSA
2744
Hussman Strategic Advisors
Maryland
$101K -$16.8K -400 -14%
SCA
2745
Stuart Chaussee & Associates
California
$94K – – –
TCCM
2746
Timber Creek Capital Management
Massachusetts
$93K -$32.2K -776 -26%
Winslow Capital Management
2747
Winslow Capital Management
Minnesota
$90K -$529M -12,666,592 -100%
MIP
2748
Mondrian Investment Partners
United Kingdom
$85K – – –
CI
2749
Cavalier Investments
Georgia
$85K +$85K +2,024 New
CPP
2750
Crow Point Partners
Massachusetts
$84K +$67.2K +1,600 +400%
108 109
110
111 112