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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
SF
401
Synovus Financial
Georgia
$57.7M +$577K +15,604 +1%
RG
402
Rathbones Group
United Kingdom
$57.7M -$4.35M -117,528 -7%
GPCM
403
Greenbrier Partners Capital Management
Texas
$57.6M
ABC
404
Associated Banc-Corp
Wisconsin
$57.2M -$2.32M -62,760 -4%
SBIA
405
Sheaff Brock Investment Advisors
Indiana
$57.2M -$4.36M -117,856 -7%
AIM
406
Artemis Investment Management
United Kingdom
$57.1M -$28.5M -770,036 -33%
LCM
407
Logan Capital Management
Pennsylvania
$56.9M -$503K -13,592 -0.9%
RA
408
RiverPark Advisors
New York
$56.8M -$54.4M -1,471,760 -48%
ACM
409
Argent Capital Management
Missouri
$56.6M -$1.11M -29,920 -2%
III
410
Independent Investors Inc
New York
$56.5M -$3M -81,200 -5%
DC
411
Davenport & Co
Virginia
$55.9M +$85K +2,300 +0.1%
FAAS
412
First Allied Advisory Services
California
$55.9M +$1.49M +40,392 +3%
COPPSERS
413
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$55.8M -$270K -7,304 -0.5%
WB
414
WesBanco Bank
West Virginia
$55.4M -$72.8K -1,968 -0.1%
WCM
415
Wedge Capital Management
North Carolina
$55.4M +$56.2M +1,519,944 +8,719%
TAM
416
Tiverton Asset Management
Delaware
$55M
PG
417
Pendal Group
Australia
$54.4M +$55.9M +1,511,936 New
CM
418
CS McKee
Pennsylvania
$54.2M -$2.04M -55,220 -4%
MCM
419
McKinley Capital Management
Alaska
$54.1M -$3.98M -107,556 -7%
FWCM
420
Ferguson Wellman Capital Management
Oregon
$53.8M -$223K -6,032 -0.4%
Squarepoint
421
Squarepoint
New York
$53.5M +$54.9M +1,484,568 New
WA
422
WestEnd Advisors
North Carolina
$53.3M -$4.76M -128,772 -8%
ORI
423
Oak Ridge Investments
Illinois
$53M +$3.82M +103,428 +8%
AAM
424
Advisors Asset Management
Colorado
$52.8M +$3.78M +102,352 +7%
CAM
425
Cacti Asset Management
Georgia
$52.4M -$57.8K -1,564 -0.1%

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.