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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 %
PHIMC
2776
Private Harbour Investment Management & Counsel
Ohio
$580K -$5.6K -100 -1%
OWM
2777
Orgel Wealth Management
Wisconsin
$580K +$14.8K +264 +3%
EFIC
2778
Eliot Finkel Investment Counsel
California
$579K – – –
GWI
2779
Grace & White Inc
New York
$578K – – –
ADMI
2780
Albert D. Mason Inc
Massachusetts
$577K -$1.57K -28 -0.3%
CFN
2781
Cordasco Financial Network
Florida
$577K +$24K +428 +4%
RWM
2782
Reston Wealth Management
Virginia
$577K +$117K +2,096 +26%
CCA
2783
Conservest Capital Advisors
Pennsylvania
$575K -$59.2K -1,056 -9%
WA
2784
Wealthstar Advisors
Texas
$575K +$1.57K +28 +0.3%
MWM
2785
MorganRosel Wealth Management
Colorado
$569K +$43.2K +772 +8%
ECM
2786
Ensemble Capital Management
California
$567K -$1.4M -25,004 -71%
OAM
2787
Oberweis Asset Management
Illinois
$565K -$20.4K -364 -3%
EPP
2788
ETF Portfolio Partners
Kansas
$564K – – –
RFO
2789
RiverGlades Family Offices
Florida
$559K -$28K -500 -5%
CFG
2790
CKW Financial Group
Hawaii
$558K – – –
SFA
2791
Stewardship Financial Advisors
Georgia
$556K -$118K -2,112 -18%
CCM
2792
Cohen Capital Management
California
$551K +$11.2K +200 +2%
HCA
2793
Heck Capital Advisors
Wisconsin
$547K +$19.9K +356 +4%
CFIA
2794
Cantor Fitzgerald Investment Advisors
New York
$543K – – –
CISOA
2795
Capital Investment Services of America
Wisconsin
$542K -$44.8K -800 -8%
VR
2796
Viridian RIA
Washington
$539K -$16.4K -292 -3%
TW
2797
Towerpoint Wealth
California
$539K +$672 +12 +0.1%
SWM
2798
Sanctuary Wealth Management
Idaho
$538K -$22K -392 -4%
GC
2799
Gibson Capital
Pennsylvania
$530K – – –
HCM
2800
Horrell Capital Management
Arkansas
$528K – – –
110 111
112
113 114