Apple
AAPL
2,807 hedge funds and large institutions have $528B invested in Apple in 2017 Q4 according to their latest regulatory filings, with 377 funds opening new positions, 918 increasing their positions, 1,311 reducing their positions, and 69 closing their positions.
446% more first-time investments, than exits
New positions opened: 377 | Existing positions closed: 69
11% more funds holding
Funds holding: 2,528 → 2,807 (+279)
11% more funds holding in top 10
Funds holding in top 10: 1,244 → 1,378 (+134)
10% more capital invested
Capital invested by funds: $480B → $528B (+$47.6B)
4.05% more ownership
Funds ownership: 241.49% → 245.54% (+4.1%)
30% less repeat investments, than reductions
Existing positions increased: 918 | Existing positions reduced: 1,311
35% less call options, than puts
Call options by funds: $15.1B | Put options by funds: $23.2B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$5.22B |
| 2 |
Morgan Stanley
New York
|
+$939M |
| 3 |
BlackRock
New York
|
+$854M |
| 4 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$744M |
| 5 |
Goldman Sachs
New York
|
+$706M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.97B |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$1.72B |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$1.64B |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$1.02B |
| 5 |
Credit Agricole
Montrouge Cedex,
France
|
-$606M |
AAPL Hedge Fund Activity: Q4 2017 in Review
2,807 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q4 2017, worth a combined $528B — up 9.9% from $480B a quarter earlier.
Buyers outnumbered sellers: 377 funds opened new AAPL positions and 69 closed out — a net gain of 308 holders — while 918 added to existing stakes and 1,311 trimmed.
The largest buyer was Berkshire Hathaway, adding an estimated $5.22B. The largest seller was Fidelity Investments, cutting an estimated $3.97B.
- 2,807 institutional investors held Apple (AAPL) as of Q4 2017, up from 2,528 in Q3 2017.
- Funds reported $528B of Apple stock for Q4 2017, up 9.9% quarter-over-quarter.
- 377 funds opened new Apple positions in Q4 2017 and 69 closed out, a net change of +308 holders.
- The largest Apple buyer in Q4 2017 was Berkshire Hathaway, an estimated $5.22B added.
- The largest Apple seller in Q4 2017 was Fidelity Investments, an estimated $3.97B sold.
Based on aggregated 13F filings for Q4 2017.