We are live on ! Find out more

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
B
326
BP
United Kingdom
$81.1M -$14.8M -400,000 -15%
Federated Hermes
327
Federated Hermes
Pennsylvania
$80.5M -$17.2M -464,592 -17%
LWCFA
328
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$79.6M -$2.19M -59,300 -3%
PAG
329
Private Advisor Group
New Jersey
$79.5M -$2.33M -62,984 -3%
SAM
330
Sentinel Asset Management
Vermont
$79.4M
HP
331
Holowesko Partners
Bahamas
$79.3M -$43.5M -1,176,000 -35%
FIM
332
Foresters Investment Management
New York
$79.2M -$59.2K -1,600 -0.1%
SAM
333
Shell Asset Management
Netherlands
$79.1M -$2.77M -74,920 -3%
CBOA
334
Commonwealth Bank of Australia
Australia
$78.9M +$2.33M +63,120 +3%
RHBC
335
R.H. Bluestein & Co
Michigan
$78.8M -$311K -8,412 -0.4%
CTC
336
Central Trust Company
Missouri
$78M -$469K -12,692 -0.6%
USSCPF
337
United States Steel & Carnegie Pension Fund
New York
$77.5M -$28.9M -781,916 -27%
CG
338
Cutler Group
California
$76.3M -$77.9M -2,107,660 -50%
SAM
339
Securian Asset Management
Minnesota
$75.8M -$356K -9,620 -0.5%
Victory Capital Management
340
Victory Capital Management
Texas
$75.3M -$18.9M -510,448 -20%
SMDAM
341
Sumitomo Mitsui DS Asset Management
Japan
$75.1M -$5.72M -154,600 -7%
Truist Financial
342
Truist Financial
North Carolina
$75M -$3.91M -105,736 -5%
WAM
343
World Asset Management
Michigan
$74.9M -$9.93M -268,656 -11%
OC
344
Oppenheimer & Co
New York
$74.7M +$758K +20,508 +1%
CAM
345
Capstone Asset Management
Texas
$74.7M -$2.44M -66,044 -3%
MA
346
MUFG Americas
New York
$74.5M -$1.46M -39,392 -2%
WBC
347
Westpac Banking Corp
Australia
$74.1M -$78M -2,110,604 -51%
TAF
348
Tredje AP-fonden
Sweden
$73.7M -$3.22M -87,120 -4%
BFS
349
Bradley Foster & Sargent
Connecticut
$73.5M -$1.98M -53,488 -3%
BG
350
Bahl & Gaynor
Ohio
$72.6M -$238K -6,440 -0.3%

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.