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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
IIM
351
Ivory Investment Management
New York
$72.1M -$57.7M -1,561,996 -44%
NMERB
352
New Mexico Educational Retirement Board
New Mexico
$72.1M -$6.99M -189,200 -9%
TIM
353
Thornburg Investment Management
New Mexico
$71.8M -$10.1M -273,052 -12%
CIP
354
Cornerstone Investment Partners
Georgia
$71.3M -$9.29M -251,184 -11%
BCM
355
Bluefin Capital Management
New York
$71M +$49.7M +1,345,416 +215%
HPC
356
HM Payson & Co
Maine
$70.7M -$7.28M -196,844 -9%
NC
357
Nicholas Company
Wisconsin
$69.9M -$1.14M -30,840 -2%
SIA
358
Sit Investment Associates
Minnesota
$69.8M +$3.38M +91,304 +5%
CGT
359
Capital Guardian Trust
California
$69.8M -$184M -4,978,164 -72%
HIM
360
Hermes Investment Management
United Kingdom
$69.6M +$9.11M +246,464 +15%
ADEF
361
Adams Diversified Equity Fund
Maryland
$69.2M
RMDI
362
R.M. Davis Inc
Maine
$69.1M -$2.51M -67,780 -3%
CAM
363
Contour Asset Management
New York
$68.6M -$51.8M -1,399,792 -42%
CCP
364
Clough Capital Partners
Massachusetts
$68.4M -$45.5M -1,231,120 -39%
PFU
365
Parus Finance (UK)
United Kingdom
$68.1M -$11.3M -305,640 -14%
MME
366
Meag Munich Ergo
Germany
$67.7M +$19.7M +531,916 +39%
Artisan Partners
367
Artisan Partners
Wisconsin
$67.6M -$5.53M -149,520 -7%
UB
368
UMB Bank
Missouri
$67.3M -$3.09M -83,620 -4%
SBH
369
Segall Bryant & Hamill
Illinois
$67.2M +$9.08M +245,660 +15%
VCM
370
Valiant Capital Management
California
$66.8M -$15.2M -411,200 -18%
BC
371
Bartlett & Co
Ohio
$66.5M -$2.23M -60,344 -3%
PA
372
Profund Advisors
Maryland
$66.3M +$4.17M +112,792 +7%
BAMF
373
BI Asset Management Fondsmaeglerselskab
Denmark
$65.4M -$16.4M -444,800 -20%
DADC
374
D.A. Davidson & Co
Montana
$65.3M +$635K +17,184 +1%
WT
375
Whittier Trust
California
$65.2M -$491K -13,268 -0.7%

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.