AAPL icon

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 %
SPIO
2851
Seven Post Investment Office
California
$414K – – –
GEM
2852
Global Endowment Management
North Carolina
$409K -$49.9K -892 -11%
CIC
2853
Chase Investment Counsel
Virginia
$408K +$11.6K +208 +3%
RBCM
2854
Raub Brock Capital Management
California
$403K – – –
PEA
2855
Pacific Edge Advisors
California
$403K – – –
RHJA
2856
Rice Hall James & Associates
California
$401K – – –
CWM
2857
CCG Wealth Management
California
$398K +$55.5K +992 +16%
BCM
2858
Brookmont Capital Management
Texas
$395K -$6.28K -112 -2%
CCM
2859
Compass Capital Management
Minnesota
$393K – – –
5L
2860
55I LLC
Massachusetts
$392K +$37.7K +672 +11%
WCM
2861
Wealthcare Capital Management
Virginia
$391K – – –
MSWMA
2862
Market Street Wealth Management Advisors
Indiana
$389K +$224 +4 +0.1%
MFGP
2863
Marshall Financial Group (Pennsylvania)
Pennsylvania
$386K -$13.9K -248 -3%
AAIM
2864
Asset Advisors Investment Management
Georgia
$386K -$1.79K -32 -0.5%
OSAM
2865
O'Shaughnessy Asset Management
Connecticut
$384K -$846K -15,100 -69%
SCA
2866
SMH Capital Advisors
Texas
$383K +$8.74K +156 +2%
HFP
2867
Holistic Financial Partners
Indiana
$381K +$381K +6,820 New
RA
2868
Riverstone Advisors
Texas
$380K – – –
CMP
2869
Courage Miller Partners
Virginia
$375K -$268K -4,788 -42%
DIP
2870
DT Investment Partners
Pennsylvania
$371K – – –
LWA
2871
Lowe Wealth Advisors
Maryland
$365K +$224 +4 +0.1%
EGWAG
2872
Elwood & Goetz Wealth Advisory Group
Georgia
$365K +$11K +196 +3%
CP
2873
Coho Partners
Pennsylvania
$364K – – –
LA
2874
Lynch & Associates
Indiana
$361K -$126K -2,256 -26%
CFC
2875
Coyle Financial Counsel
Illinois
$361K -$30.4K -544 -8%
113 114
115
116 117