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Apple
AAPL

Overview Fund Activity

3,337 hedge funds and large institutions have $667B invested in Apple in 2020 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 1,188 increasing their positions, 1,853 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,337
Holders Change
-15
Holders Change %
-0.45%
% of All Funds
73.71%
Holding in Top 10
1,878
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+1.51%
% of All Funds
41.48%
New
156
Increased
1,188
Reduced
1,853
Closed
119
Calls
$21.9B
Puts
$24.8B
Net Calls
-$2.88B
Net Calls Change
+$2.91B

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.88B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.13B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.07B
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.05B
5
HHII
H&H International Investment
California
+$867M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$4.28B
2
Goldman Sachs
Goldman Sachs
New York
-$1.24B
3
Norges Bank
Norges Bank
Norway
-$939M
4
Bank of America
Bank of America
North Carolina
-$915M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$900M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGI
3176
Summit Global Investments
Utah
$340K -$3.77M -59,408 -92%
SWM
3177
Southern Wealth Management
Texas
$340K -$87.9K -1,380 -21%
CIA
3178
Compass Ion Advisors
Pennsylvania
$339K -$137K -2,164 -29%
C1AG
3179
Client 1st Advisory Group
Florida
$339K -$34.8K -548 -9%
LPWM
3180
Lake Point Wealth Management
Texas
$339K +$16K +252 +5%
AFC
3181
Adaptive Financial Consulting
Ohio
$338K +$50.9K +800 +18%
GCP
3182
GSA Capital Partners
United Kingdom
$335K -$2.87M -45,104 -90%
GAM
3183
Greenwoods Asset Management
Cayman Islands
$335K +$335K +5,276 New
EE
3184
EWG Elevate
California
$334K +$50.1K +788 +18%
PWM
3185
Provident Wealth Management
Tennessee
$331K +$25.7K +404 +8%
RI
3186
RWWM Inc
California
$329K – – –
MECA
3187
Miller Equity Capital Advisors
Texas
$325K -$110K -1,720 -25%
FFW
3188
Fusion Family Wealth
New York
$325K -$17.3K -272 -5%
CMA
3189
Cedar Mountain Advisors
Oregon
$325K +$254 +4 +0.1%
AAMC
3190
Asset Allocation & Management Company
Illinois
$324K -$72.1K -1,136 -18%
BWI
3191
Beacon Wealthcare Inc
North Carolina
$320K -$47.9K -752 -13%
AW
3192
Alpha Windward
Massachusetts
$317K -$19.1K -300 -6%
JSA
3193
Jacobson & Schmitt Advisors
Wisconsin
$316K -$25.4K -400 -7%
AMIM
3194
Aull & Monroe Investment Management
Alabama
$314K +$71.2K +1,120 +29%
GPA
3195
Guidance Point Advisors
Massachusetts
$313K +$254 +4 +0.1%
TAIM
3196
TD Ameritrade Investment Management
Nebraska
$312K +$13.5K +212 +5%
ECM
3197
Ensemble Capital Management
California
$310K -$462K -7,280 -60%
HCM
3198
Howard Capital Management
Georgia
$306K -$2.95K -44 -1%
WHRC
3199
W.H. Reaves & Co
New Jersey
$305K – – –
PCM
3200
Perkins Capital Management
Minnesota
$305K – – –
126 127
128
129 130