AAPL icon

Apple
AAPL

Overview Fund Activity

2,330 hedge funds and large institutions have $425B invested in Apple in 2015 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 922 increasing their positions, 1,124 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,330
Holders Change
+37
Holders Change %
+1.61%
% of All Funds
62.15%
Holding in Top 10
1,234
Holding in Top 10 Change
+82
Holding in Top 10 Change %
+7.12%
% of All Funds
32.92%
New
133
Increased
922
Reduced
1,124
Closed
73
Calls
$14.7B
Puts
$16.9B
Net Calls
-$2.18B
Net Calls Change
+$7.79B

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
+$1.8B
2
SG Americas Securities
SG Americas Securities
New York
+$1.26B
3
Deutsche Bank
Deutsche Bank
Germany
+$958M
4
JHIU
Janus Henderson Investors US
Colorado
+$848M
5
LPC
Lone Pine Capital
Connecticut
+$579M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$12.5B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$1.76B
3
State Street
State Street
Massachusetts
-$1.08B
4
Wells Fargo
Wells Fargo
California
-$715M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$656M
Name Holding Trade Value Shares
Change 		Shares
Change %
Balyasny Asset Management
326
Balyasny Asset Management
Illinois
$88.1M +$23.4M +753,296 +36%
MOACM
327
Mutual of America Capital Management
New York
$87.7M -$1.4M -45,116 -2%
CIBC Asset Management
328
CIBC Asset Management
Ontario, Canada
$87.3M +$1.77M +57,048 +2%
Janney Montgomery Scott
329
Janney Montgomery Scott
Pennsylvania
$87.2M +$2.88M +92,608 +3%
USSCPF
330
United States Steel & Carnegie Pension Fund
New York
$87M – – –
Capital Fund Management (CFM)
331
Capital Fund Management (CFM)
France
$85.5M +$8.4M +270,000 +11%
CFB
332
Cullen/Frost Bankers
Texas
$85.5M -$5.8M -186,456 -6%
NMERB
333
New Mexico Educational Retirement Board
New Mexico
$84.2M -$6.06M -194,800 -7%
JAM
334
Jupiter Asset Management
United Kingdom
$84M -$2.74M -88,012 -3%
WAM
335
World Asset Management
Michigan
$83.9M -$1.14M -36,620 -1%
TU
336
TDAM USA
Ontario, Canada
$83.7M -$2.85M -91,592 -3%
JIC
337
Johnson Investment Counsel
Ohio
$83.6M -$2.45M -78,912 -3%
COPPSERS
338
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$83.1M -$50M -1,607,568 -38%
WRCM
339
Whale Rock Capital Management
Massachusetts
$82M +$27.4M +882,212 +50%
CM
340
Castleark Management
Illinois
$81.6M -$8.83M -283,760 -10%
KIG
341
Kovitz Investment Group
Illinois
$81.4M -$14.8M -475,952 -15%
ADEF
342
Adams Diversified Equity Fund
Maryland
$81.3M – – –
GMI
343
Greystone Managed Investments
Saskatchewan, Canada
$81.2M -$10.4M -332,824 -11%
LSV Asset Management
344
LSV Asset Management
Illinois
$81.2M +$523K +16,800 +0.6%
AI
345
Analytic Investors
California
$80.1M -$124M -3,984,948 -61%
Cambridge Investment Research Advisors
346
Cambridge Investment Research Advisors
Iowa
$80M +$7.36M +236,704 +10%
DM
347
Diker Management
New York
$79.9M -$160K -5,140 -0.2%
RHBC
348
R.H. Bluestein & Co
Michigan
$78.8M -$1.12M -36,132 -1%
EWM
349
Evercore Wealth Management
New York
$78.8M -$443K -14,240 -0.6%
PIM
350
Profit Investment Management
Maryland
$78.8M -$16M -514,312 -17%
12 13
14
15 16