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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
ACM
301
Alta Capital Management
Utah
$93.2M -$8.16M -220,632 -8%
DCM
302
Dupont Capital Management
Delaware
$93M +$16.2M +438,892 +20%
Capstone Investment Advisors
303
Capstone Investment Advisors
New York
$92.2M +$94M +2,542,976 +14,948%
Natixis Advisors
304
Natixis Advisors
Massachusetts
$91.6M -$4.28M -115,696 -4%
Mackenzie Financial
305
Mackenzie Financial
Ontario, Canada
$91.5M -$2.08M -56,140 -2%
Fiera Capital (Canada)
306
Fiera Capital (Canada)
Quebec, Canada
$90.3M -$5.58M -150,932 -6%
AL
307
Appaloosa LP
New Jersey
$90M +$48.1M +1,300,000 +108%
AB
308
Amalgamated Bank
New York
$88.7M +$30.5M +824,180 +50%
QI
309
QS Investors
New York
$88M -$2.97M -80,376 -3%
Handelsbanken Fonder
310
Handelsbanken Fonder
Sweden
$88M -$2.96M -80,000 -3%
SC
311
Saturna Capital
Washington
$87.8M -$203K -5,500 -0.2%
RFC
312
Regions Financial Corp
Alabama
$87.1M -$3.11M -84,128 -3%
WF
313
Welch & Forbes
Massachusetts
$85.9M -$65.5K -1,772 -0.1%
Wolverine Trading
314
Wolverine Trading
Illinois
$85.9M +$20.9M +565,388 +31%
CFB
315
Cullen/Frost Bankers
Texas
$85.5M -$864K -23,364 -1%
Northwestern Mutual Wealth Management
316
Northwestern Mutual Wealth Management
Wisconsin
$85.1M +$3.37M +91,240 +4%
EWM
317
Evercore Wealth Management
New York
$84.5M -$1.66M -44,868 -2%
CAM
318
Congress Asset Management
Massachusetts
$84.5M -$4.08M -110,344 -4%
Renaissance Technologies
319
Renaissance Technologies
New York
$84.2M +$86.4M +2,337,732 New
RCAMU
320
Rothschild & Co Asset Management US
Connecticut
$84.1M -$36M -973,036 -29%
AL
321
AJO LP
Pennsylvania
$83.7M +$5.92M +160,124 +7%
TF
322
TIAA FSB
Florida
$83.3M +$85.5M +2,313,600 New
Jane Street
323
Jane Street
New York
$82.8M +$12.1M +327,284 +17%
BCM
324
Becker Capital Management
Oregon
$81.4M -$4.32M -116,844 -5%
Assenagon Asset Management
325
Assenagon Asset Management
Luxembourg
$81.3M +$82.4M +2,228,392 +7,699%

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.