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
DWA
376
Douglass Winthrop Advisors
New York
$65.1M -$5.66M -153,100 -8%
PA
377
Pinnacle Associates
New York
$64.8M +$103K +2,780 +0.2%
AIM
378
Achmea Investment Management
Netherlands
$64.7M -$20.5M -553,904 -24%
SIM
379
Sentry Investment Management
Wisconsin
$64.6M +$524K +14,176 +0.8%
ANI
380
American National Insurance
Texas
$64M
GF
381
Gabelli Funds
New York
$62.7M -$1.52M -41,200 -2%
CC
382
Cannell & Co
New York
$62.4M +$2.89M +78,220 +5%
Capital Fund Management (CFM)
383
Capital Fund Management (CFM)
France
$62M +$63.7M +1,723,296 New
SCM
384
Shelton Capital Management
Colorado
$61.6M +$7.27M +196,744 +13%
BTS
385
BB&T Securities
Virginia
$61.4M +$8.19M +221,420 +15%
BSA
386
Braun Stacey Associates
New York
$61M -$212K -5,744 -0.3%
PI
387
PineBridge Investments
New York
$60.9M +$8.03M +217,232 +15%
WRCM
388
Whale Rock Capital Management
Massachusetts
$60.8M -$33.8M -914,940 -35%
TU
389
TDAM USA
Ontario, Canada
$60.7M -$1.35M -36,648 -2%
FDCDDQ
390
Federation des caisses Desjardins du Quebec
Quebec, Canada
$60.4M -$7.74M -209,248 -11%
SCP
391
Seizert Capital Partners
Michigan
$60.4M -$3.88M -105,000 -6%
GAM
392
Gotham Asset Management
New York
$60.2M +$665K +17,996 +1%
GG
393
Gofen & Glossberg
Illinois
$60.1M +$83.4K +2,256 +0.1%
TGA
394
Trilogy Global Advisors
Florida
$59.9M -$4.61M -124,820 -7%
AAMU
395
AEGON Asset Management (UK)
United Kingdom
$59.5M -$45.3M -1,225,828 -43%
AI
396
Axiom Investors
Connecticut
$59.2M +$3.3M +89,136 +6%
KCM
397
Kornitzer Capital Management
Kansas
$59M -$6.38M -172,520 -10%
JAFL
398
Jay A. Fishman Ltd
Michigan
$58.6M +$481K +13,000 +0.8%
SL
399
Summitry LLC
California
$58.1M -$776K -20,988 -1%
MI
400
Markston International
New York
$58M -$1.18M -31,936 -2%

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.