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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 %
BIM
2801
Beach Investment Management
Pennsylvania
$443K -$473K -12,000 -52%
Aristotle Capital Management
2802
Aristotle Capital Management
California
$442K – – –
MFT
2803
Moisand Fitzgerald Tamayo
Florida
$442K +$4.26K +108 +1%
QFA
2804
Quattro Financial Advisors
Texas
$441K +$392K +10,148 +805%
RCG
2805
Ruggie Capital Group
Florida
$439K -$24K -608 -5%
CCA
2806
Conestoga Capital Advisors
Pennsylvania
$439K – – –
ACM
2807
Alethea Capital Management
Washington
$438K -$78.9K -2,000 -15%
PWA
2808
Peterson Wealth Advisors
Utah
$434K +$1.26K +32 +0.3%
TCS
2809
Texas Children's
Texas
$434K +$434K +11,000 New
VRM
2810
Vectors Research Management
New York
$433K -$2.39M -60,636 -85%
TIA
2811
Tandem Investment Advisors
South Carolina
$433K +$153K +3,888 +55%
CISOA
2812
Capital Investment Services of America
Wisconsin
$429K +$2.52K +64 +0.6%
PTCG
2813
Pring Turner Capital Group
California
$428K +$16.6K +420 +4%
LRIA
2814
Leonard Rickey Investment Advisors
Washington
$424K +$78.5K +1,988 +23%
WCM
2815
Wisconsin Capital Management
Wisconsin
$424K +$424K +10,744 New
HWM
2816
Highwater Wealth Management
Colorado
$421K +$421K +10,668 New
SFC
2817
SYM Financial Corp
Indiana
$420K -$248K -6,280 -37%
LC
2818
Lincoln Capital
Nebraska
$420K -$2.21K -56 -0.5%
PTC
2819
Provident Trust Company
Wisconsin
$420K – – –
AAIM
2820
Asset Advisors Investment Management
Georgia
$418K -$160K -4,048 -28%
ZIG
2821
Zuckerman Investment Group
Illinois
$417K – – –
OAM
2822
Oberweis Asset Management
Illinois
$416K -$15.3K -388 -4%
JWM
2823
JFG Wealth Management
Colorado
$414K +$414K +10,504 New
LPC
2824
Loeb Partners Corp
New York
$413K -$442K -11,200 -52%
OFG
2825
Omega Financial Group
California
$412K +$412K +10,456 New
111 112
113
114 115