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Apple
AAPL

Overview Fund Activity

3,352 hedge funds and large institutions have $777B invested in Apple in 2019 Q4 according to their latest regulatory filings, with 450 funds opening new positions, 916 increasing their positions, 1,781 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,352
Holders Change
+330
Holders Change %
+10.92%
% of All Funds
66.19%
Holding in Top 10
1,850
Holding in Top 10 Change
+287
Holding in Top 10 Change %
+18.36%
% of All Funds
36.53%
New
450
Increased
916
Reduced
1,781
Closed
70
Calls
$33.6B
Puts
$39.4B
Net Calls
-$5.79B
Net Calls Change
-$4B

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$15.2B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$6.69B
3
Barclays
3
Barclays
United Kingdom
$2.78B
4
Morgan Stanley
4
Morgan Stanley
New York
$10.7B
5
Truist Financial
5
Truist Financial
North Carolina
$714M

Top Sellers

1
Invesco
1
Invesco
Georgia
$2.63B
2
MAM
2
Magellan Asset Management
Australia
$814M
3
Berkshire Hathaway
3
Berkshire Hathaway
Nebraska
$72B
4
BlackRock
4
BlackRock
New York
$81.6B
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$351M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
3251
Sageworth Trust
Pennsylvania
$293K +$33.8K +460 +13%
PHK
3252
Point72 Hong Kong
Hong Kong
$293K +$293K +3,996 New
PCM
3253
Palouse Capital Management
Washington
$290K – – –
PWC
3254
PYA Waltman Capital
Tennessee
$290K +$290K +3,944 New
BSWM
3255
Boston Standard Wealth Management
Massachusetts
$287K -$116K -1,576 -29%
CCIA
3256
Campbell & Co Investment Adviser
Maryland
$283K +$283K +3,860 New
Pacer Advisors
3257
Pacer Advisors
Pennsylvania
$282K -$216M -2,937,896 -100%
BAM
3258
Boyar Asset Management
New York
$282K -$76.5K -1,040 -21%
EBSAM
3259
Eubel Brady & Suttman Asset Management
Ohio
$281K -$88K -1,200 -24%
AMIM
3260
Aull & Monroe Investment Management
Alabama
$280K -$9.38K -128 -3%
IC
3261
Iconiq Capital
California
$277K -$503K -6,860 -64%
EW
3262
Emerson Wealth
Michigan
$276K +$276K +3,760 New
CAM
3263
Columbia Asset Management
Michigan
$271K -$1.29K -1,756 -0.5%
IWP
3264
Insight Wealth Partners
Texas
$269K +$269K +3,660 New
WU
3265
Wealthsimple US
New York
$269K +$269K +3,672 New
KCP
3266
KDI Capital Partners
North Carolina
$268K – – –
GIM
3267
Greenwich Investment Management
Connecticut
$267K – – –
BFA
3268
Brendel Financial Advisors
New Hampshire
$265K -$46.9K -640 -15%
SI
3269
Shaker Investments
Ohio
$264K +$264K +3,600 New
FCM
3270
Fortis Capital Management
Washington
$263K +$263K +3,580 New
PFG
3271
Piershale Financial Group
Illinois
$261K -$147K -1,992 -36%
SLA
3272
Silver Lake Advisory
Utah
$261K +$261K +3,560 New
WAM
3273
Weiss Asset Management
Massachusetts
$259K -$99.8K -1,360 -28%
KAS
3274
Kemnay Advisory Services
New York
$258K – – –
DFG
3275
DWM Financial Group
Illinois
$258K +$258K +3,512 New
129 130
131
132 133