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2,525 hedge funds and large institutions have $458B invested in Apple in 2017 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 867 increasing their positions, 1,362 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 76

0% more funds holding

Funds holding: 2,5192,525 (+6)

2% less capital invested

Capital invested by funds: $466B → $458B (-$8.29B)

9% less call options, than puts

Call options by funds: $14.2B | Put options by funds: $15.6B

3.54% less ownership

Funds ownership: 247.31%243.77% (-3.5%)

4% less funds holding in top 10

Funds holding in top 10: 1,2891,239 (-50)

36% less repeat investments, than reductions

Existing positions increased: 867 | Existing positions reduced: 1,362

Holders
2,525
Holders Change
+6
Holders Change %
+0.24%
% of All Funds
62.94%
Holding in Top 10
1,239
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-3.88%
% of All Funds
30.88%
New
104
Increased
867
Reduced
1,362
Closed
76
Calls
$14.2B
Puts
$15.6B
Net Calls
-$1.44B
Net Calls Change
-$1.92B
Name Holding Trade Value Shares
Change
Change in
Stake
MSA
276
Mason Street Advisors
Wisconsin
$104M -$208K -5,632 -0.2%
HCM
277
Holland Capital Management
Illinois
$103M -$8.68M -234,888 -8%
WJA
278
Williams Jones & Associates
New York
$103M -$1.94M -52,392 -2%
GLA
279
Great Lakes Advisors
Illinois
$101M -$6.38M -172,636 -6%
MOACM
280
Mutual of America Capital Management
New York
$100M -$355K -9,592 -0.3%
EAM
281
Eagle Asset Management
Florida
$100M -$18.7M -506,120 -15%
SGAM
282
Smith Group Asset Management
Texas
$99.9M +$5.12M +138,560 +5%
Alyeska Investment Group
283
Alyeska Investment Group
Illinois
$99.9M +$103M +2,773,976 New
Mirae Asset Global Investments
284
Mirae Asset Global Investments
South Korea
$99M +$5.86M +158,460 +6%
SC
285
Scotia Capital
Ontario, Canada
$98.4M -$3.77M -101,944 -4%
DILIC
286
Dai-ichi Life Insurance Company
Japan
$97.3M +$2.02M +54,628 +2%
DL
287
Delta Lloyd
Netherlands
$96.8M -$11.9M -320,876 -11%
NB
288
Norinchukin Bank
Japan
$96.8M +$4.63M +125,348 +5%
PSUF
289
People's United Financial
Connecticut
$95.7M +$837K +22,644 +0.9%
MCIM
290
Meadow Creek Investment Management
Georgia
$95.3M -$5.69M -153,984 -5%
JIM
291
Jupiter Investment Management
United Kingdom
$95M +$3.07M +83,028 +3%
Barrow, Hanley, Mewhinney & Strauss
292
Barrow, Hanley, Mewhinney & Strauss
Texas
$94.9M +$280K +7,576 +0.3%
Point72 Asset Management
293
Point72 Asset Management
Connecticut
$94.8M +$48.4M +1,308,280 +99%
FT
294
Fiduciary Trust
Massachusetts
$94.6M -$371K -10,036 -0.4%
SRIM
295
Saratoga Research & Investment Management
California
$94.5M -$1.57M -42,524 -2%
Jacobs Levy Equity Management
296
Jacobs Levy Equity Management
New Jersey
$94.4M -$1.06M -28,792 -1%
SLAM
297
Swiss Life Asset Management
$94M -$2.56M -69,328 -3%
Citadel Advisors
298
Citadel Advisors
Florida
$93.9M -$506M -13,688,480 -84%
HI
299
Honeywell International
North Carolina
$93.9M +$59.2K +1,600 +0.1%
CEP
300
Chicago Equity Partners
Illinois
$93.7M -$5.71M -154,420 -6%

AAPL Hedge Fund Activity: Q2 2017 in Review

2,525 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q2 2017, worth a combined $458B — down 1.8% from $466B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new AAPL positions and 76 closed out — a net gain of 28 holders — while 867 added to existing stakes and 1,362 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $2.22B. The largest seller was State Street, cutting an estimated $1.1B.

  • 2,525 institutional investors held Apple (AAPL) as of Q2 2017, up from 2,519 in Q1 2017.
  • Funds reported $458B of Apple stock for Q2 2017, down 1.8% quarter-over-quarter.
  • 104 funds opened new Apple positions in Q2 2017 and 76 closed out, a net change of +28 holders.
  • The largest Apple buyer in Q2 2017 was Janus Henderson Group, an estimated $2.22B added.
  • The largest Apple seller in Q2 2017 was State Street, an estimated $1.1B sold.

Based on aggregated 13F filings for Q2 2017.