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Apple
AAPL

Overview Fund Activity

2,122 hedge funds and large institutions have $360B invested in Apple in 2014 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 820 increasing their positions, 1,043 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,122
Holders Change
+4
Holders Change %
+0.19%
% of All Funds
61.61%
Holding in Top 10
1,032
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+3.82%
% of All Funds
29.97%
New
98
Increased
820
Reduced
1,043
Closed
70
Calls
$24.8B
Puts
$27.1B
Net Calls
-$2.37B
Net Calls Change
-$7.78B

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$6.05B
2
Deutsche Bank
2
Deutsche Bank
Germany
$2.64B
3
WRF
3
Waddell & Reed Financial
Kansas
$1.61B
4
MCM
4
Marsico Capital Management
Colorado
$436M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$33B

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$4.6B
2
Capital World Investors
2
Capital World Investors
California
$1.46B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$17.5B
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.45B
5
Invesco
5
Invesco
Georgia
$7.08B
Name Holding Trade Value Shares
Change 		Shares
Change %
GMI
326
Greystone Managed Investments
Saskatchewan, Canada
$80.5M -$11.6M -460,408 -13%
HTC
327
Haverford Trust Company
Pennsylvania
$79.7M -$32.6M -1,294,184 -29%
AI
328
Axiom Investors
Connecticut
$79.1M -$20.4M -811,568 -21%
HNB
329
Huntington National Bank
Ohio
$78.5M +$2.46M +97,592 +3%
AIM
330
Artemis Investment Management
United Kingdom
$77.6M +$77.6M +3,080,000 New
PIA
331
Piedmont Investment Advisors
North Carolina
$77.4M -$5.53M -219,456 -7%
AIMCA
332
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$77.2M +$24.1M +956,400 +45%
Kayne Anderson Rudnick Investment Management
333
Kayne Anderson Rudnick Investment Management
California
$76.2M -$353K -13,996 -0.5%
NB
334
Norinchukin Bank
Japan
$75.2M +$6.26M +248,360 +9%
CFB
335
Cullen/Frost Bankers
Texas
$74.4M +$209K +8,312 +0.3%
Bank of Nova Scotia
336
Bank of Nova Scotia
Ontario, Canada
$73.7M +$12.3M +490,516 +20%
EHC
337
Everett Harris & Co
California
$73.2M +$588K +23,328 +0.8%
MOACM
338
Mutual of America Capital Management
New York
$73.1M +$507K +20,136 +0.7%
WG
339
Winton Group
United Kingdom
$73M +$3.44M +136,760 +5%
DCM
340
Dupont Capital Management
Delaware
$72.4M -$43.4M -1,723,388 -37%
MVIP
341
Mar Vista Investment Partners
California
$72M -$1.73M -68,708 -2%
KCM
342
Kornitzer Capital Management
Kansas
$71.2M -$1.23M -48,724 -2%
JIC
343
Johnson Investment Counsel
Ohio
$71M -$3.32M -131,764 -4%
SMDAM
344
Sumitomo Mitsui DS Asset Management
Japan
$71M -$3.66M -145,352 -5%
RHBC
345
R.H. Bluestein & Co
Michigan
$70.8M -$356K -14,120 -0.5%
USSCPF
346
United States Steel & Carnegie Pension Fund
New York
$70.5M -$25.2M -1,000,000 -26%
LOAMS
347
Lombard Odier Asset Management (Switzerland)
Switzerland
$70.4M +$28M +1,107,096 +66%
JAM
348
Jupiter Asset Management
United Kingdom
$70.3M -$2.37M -94,276 -3%
TU
349
TDAM USA
Ontario, Canada
$70M -$1.09M -43,248 -2%
HCM
350
Hoplite Capital Management
New York
$70M -$88.4M -3,507,844 -56%
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