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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 %
PS
2826
Portfolio Strategies
New York
$470K -$8.96K -160 -2%
JC
2827
Jentner Corp
Ohio
$470K +$112K +2,000 +31%
GRQ
2828
Gardner Russo & Quinn
Pennsylvania
$469K – – –
SWMG
2829
Signature Wealth Management Group
Georgia
$468K -$10.5K -188 -2%
WCA
2830
Waratah Capital Advisors
Ontario, Canada
$466K +$466K +8,316 New
TWM
2831
Tolleson Wealth Management
Texas
$465K -$285K -5,084 -38%
WCM
2832
Weld Capital Management
New York
$462K -$1.2M -21,388 -72%
ODIJL
2833
One Day In July LLC
Vermont
$462K +$224 +4 +0%
SC
2834
Sovarnum Capital
New York
$448K -$336K -6,000 -43%
Aristotle Capital Management
2835
Aristotle Capital Management
California
$448K – – –
SPI
2836
Santori & Peters Inc
Pennsylvania
$447K -$3.58K -64 -0.8%
C
2837
Cerebellum
California
$445K +$445K +7,940 New
SHIM
2838
Stone House Investment Management
Pennsylvania
$442K +$1.34K +24 +0.3%
BA
2839
Ballew Advisors
Mississippi
$441K +$6.95K +124 +2%
SCM
2840
Stevens Capital Management
Pennsylvania
$441K +$441K +7,884 New
MWC
2841
MKD Wealth Coaches
Michigan
$436K -$366K -6,536 -46%
WFMPM
2842
Woodley Farra Manion Portfolio Management
Indiana
$434K -$13.2K -236 -3%
CIM
2843
Confluence Investment Management
Missouri
$431K +$23.5K +420 +6%
BEI
2844
Benjamin Edwards Inc
Missouri
$428K +$26.4K +472 +7%
BC
2845
Barnett & Company
Tennessee
$423K +$3.36K +60 +0.8%
CA
2846
Corrado Advisors
New Jersey
$421K -$19K -340 -4%
Financial Engines Advisors
2847
Financial Engines Advisors
California
$421K +$421K +7,512 New
GT
2848
Glenmede Trust
Pennsylvania
$417K -$7.37K -131,564 -2%
SRCM
2849
Swift Run Capital Management
Virginia
$416K – – –
DACG
2850
Donor Advised Charitable Giving
California
$414K -$11.2K -200 -3%
112 113
114
115 116