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Apple
AAPL

Overview Fund Activity

2,118 hedge funds and large institutions have $347B invested in Apple in 2014 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 818 increasing their positions, 1,018 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,118
Holders Change
+70
Holders Change %
+3.42%
% of All Funds
60.91%
Holding in Top 10
994
Holding in Top 10 Change
+139
Holding in Top 10 Change %
+16.26%
% of All Funds
28.59%
New
140
Increased
818
Reduced
1,018
Closed
61
Calls
$26.3B
Puts
$20.9B
Net Calls
+$5.41B
Net Calls Change
+$5.79B

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$3.98B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.58B
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.09B
4
BA
BlackRock Advisors
Delaware
+$811M
5
Coatue Management
Coatue Management
New York
+$790M

Top Sellers

1
BIT
BlackRock Institutional Trust
California
-$852M
2
Wells Fargo
Wells Fargo
California
-$777M
3
Invesco
Invesco
Georgia
-$765M
4
State Street
State Street
Massachusetts
-$707M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$644M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
376
Sentinel Asset Management
Vermont
$58.3M +$20.2M +870,800 +53%
DADC
377
D.A. Davidson & Co
Montana
$57.6M -$2.68M -115,568 -4%
Bank of Nova Scotia
378
Bank of Nova Scotia
Ontario, Canada
$57M -$4.45M -191,704 -7%
Janney Montgomery Scott
379
Janney Montgomery Scott
Pennsylvania
$56.8M -$1.79M -77,236 -3%
FIM
380
Foresters Investment Management
New York
$56.8M +$585K +25,200 +1%
LCM
381
Logan Capital Management
Pennsylvania
$55.5M -$899K -38,684 -2%
LWCFA
382
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$55.4M -$1.92M -82,796 -3%
GF
383
Gabelli Funds
New York
$55.3M +$204K +8,800 +0.4%
WF
384
Welch & Forbes
Massachusetts
$54.4M +$498K +21,424 +0.9%
LSV Asset Management
385
LSV Asset Management
Illinois
$53.8M +$5.18M +223,000 +11%
FWCM
386
Ferguson Wellman Capital Management
Oregon
$53.5M +$1.49M +64,288 +3%
ZDA
387
Zweig-DiMenna Associates
New York
$53.4M +$19.6M +843,776 +58%
Mirae Asset Global Investments
388
Mirae Asset Global Investments
South Korea
$53.3M +$43.4M +1,868,412 +439%
TAM
389
Todd Asset Management
Kentucky
$53.2M -$782K -33,656 -1%
BA
390
Bridgewater Associates
Connecticut
$53.2M +$25M +1,077,200 +89%
Marshall Wace
391
Marshall Wace
United Kingdom
$53.1M +$51.1M +2,201,268 +2,570%
IAM
392
Impax Asset Management
New Hampshire
$53.1M -$3.29M -141,640 -6%
OC
393
Oppenheimer & Co
New York
$53M -$4.63M -199,120 -8%
CC
394
Colrain Capital
Massachusetts
$52.7M -$21.4M -920,320 -29%
FT
395
Fiduciary Trust
Massachusetts
$52.4M -$1.51M -64,820 -3%
MVP
396
Miller Value Partners
Florida
$51.3M -$244K -10,520 -0.5%
CTC
397
Central Trust Company
Missouri
$50.9M +$817K +35,152 +2%
DC
398
Davenport & Co
Virginia
$50.4M -$1.23M -52,792 -2%
ACM
399
Aviance Capital Management
Florida
$50.1M +$20.1M +865,636 +67%
Cohen & Steers
400
Cohen & Steers
New York
$49.9M -$41.5M -1,787,648 -45%
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