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2,528 hedge funds and large institutions have $480B invested in Apple in 2017 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 901 increasing their positions, 1,325 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 65

5% more capital invested

Capital invested by funds: $458B → $480B (+$22.8B)

0% more funds holding in top 10

Funds holding in top 10: 1,2391,244 (+5)

0% more funds holding

Funds holding: 2,5252,528 (+3)

2.27% less ownership

Funds ownership: 243.77%241.49% (-2.3%)

14% less call options, than puts

Call options by funds: $15.6B | Put options by funds: $18.1B

32% less repeat investments, than reductions

Existing positions increased: 901 | Existing positions reduced: 1,325

Holders
2,528
Holders Change
+3
Holders Change %
+0.12%
% of All Funds
63.01%
Holding in Top 10
1,244
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+0.4%
% of All Funds
31.01%
New
93
Increased
901
Reduced
1,325
Closed
65
Calls
$15.6B
Puts
$18.1B
Net Calls
-$2.48B
Net Calls Change
-$1.04B
Name Holding Trade Value Shares
Change
Change in
Stake
WJA
276
Williams Jones & Associates
New York
$109M -$1.38M -35,448 -1%
NB
277
Norinchukin Bank
Japan
$106M +$2.62M +67,492 +3%
SCM
278
Shapiro Capital Management
Georgia
$106M -$16.5M -426,484 -13%
CIM
279
Contrarius Investment Management
Jersey
$105M -$12.6M -325,256 -11%
SAM
280
Sawgrass Asset Management
Florida
$105M -$15.4M -397,840 -13%
CS
281
Candriam SCA
Luxembourg
$104M -$13.4M -345,696 -11%
SLAM
282
Swiss Life Asset Management
$103M +$2.81M +72,384 +3%
PSUF
283
People's United Financial
Connecticut
$103M +$617K +15,896 +0.6%
Mirae Asset Global Investments
284
Mirae Asset Global Investments
South Korea
$102M -$3.59M -92,460 -3%
CTB
285
Country Trust Bank
Illinois
$102M -$14.6M -375,272 -12%
Loomis, Sayles & Company
286
Loomis, Sayles & Company
Massachusetts
$101M -$14.9M -383,148 -13%
EAM
287
Eagle Asset Management
Florida
$101M -$6.01M -155,028 -6%
MC
288
Montag & Caldwell
Georgia
$100M -$68M -1,753,352 -40%
CAM
289
Congress Asset Management
Massachusetts
$99.9M +$9.56M +246,476 +11%
FT
290
Fiduciary Trust
Massachusetts
$99.8M -$1.39M -35,712 -1%
SRIM
291
Saratoga Research & Investment Management
California
$99.3M -$1.93M -49,636 -2%
MCIM
292
Meadow Creek Investment Management
Georgia
$99.3M -$2.79M -71,936 -3%
DILIC
293
Dai-ichi Life Insurance Company
Japan
$98.8M -$5.4M -139,100 -5%
GLA
294
Great Lakes Advisors
Illinois
$98.5M -$9.43M -243,040 -9%
Jacobs Levy Equity Management
295
Jacobs Levy Equity Management
New Jersey
$98.3M -$2.68M -69,128 -3%
Jane Street
296
Jane Street
New York
$97.7M +$9.16M +236,100 +10%
MTIM
297
Marathon Trading Investment Management
Pennsylvania
$97.7M +$77M +1,984,896 +361%
ACM
298
Alta Capital Management
Utah
$97.1M -$2.64M -67,940 -3%
MSE
299
MUFG Securities EMEA
United Kingdom
$97M +$74.6M +1,923,236 +324%
AB
300
Amalgamated Bank
New York
$96.9M +$2.03M +52,204 +2%

AAPL Hedge Fund Activity: Q3 2017 in Review

2,528 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q3 2017, worth a combined $480B — up 5% from $458B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new AAPL positions and 65 closed out — a net gain of 28 holders — while 901 added to existing stakes and 1,325 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.31B. The largest seller was Goldman Sachs, cutting an estimated $2.97B.

  • 2,528 institutional investors held Apple (AAPL) as of Q3 2017, up from 2,525 in Q2 2017.
  • Funds reported $480B of Apple stock for Q3 2017, up 5% quarter-over-quarter.
  • 93 funds opened new Apple positions in Q3 2017 and 65 closed out, a net change of +28 holders.
  • The largest Apple buyer in Q3 2017 was Susquehanna International Group, an estimated $1.31B added.
  • The largest Apple seller in Q3 2017 was Goldman Sachs, an estimated $2.97B sold.

Based on aggregated 13F filings for Q3 2017.