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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
IA
426
IFP Advisors
Florida
$52.3M +$2.59M +69,964 +5%
MVIP
427
Mar Vista Investment Partners
California
$51.5M -$22.6M -612,028 -30%
CLOS
428
Compagnie Lombard Odier SCmA
Switzerland
$51M -$6.47M -175,124 -11%
PCM
429
Parsons Capital Management
Rhode Island
$51M -$307K -8,292 -0.6%
AIA
430
Avalon Investment & Advisory
Texas
$50.2M -$36.5K -988 -0.1%
BF
431
BOK Financial
Oklahoma
$50.1M -$196K -5,300 -0.4%
CSIC
432
Clifford Swan Investment Counsel
California
$50M -$1.11M -30,136 -2%
SIC
433
Salem Investment Counselors
North Carolina
$49.6M +$830K +22,448 +2%
SP
434
Sarasin & Partners
United Kingdom
$49.5M -$2.44M -66,128 -5%
MNA
435
Manning & Napier Advisors
New York
$49.4M -$193M -5,232,176 -79%
NTC
436
NF Trinity Capital
Hong Kong
$49.2M -$5.92M -160,000 -10%
FAF
437
Första AP-fonden
Sweden
$49.1M -$36.7M -992,400 -42%
TCM
438
Twin Capital Management
Pennsylvania
$49.1M +$2.36M +63,960 +5%
Simplex Trading
439
Simplex Trading
Illinois
$48.7M +$10.8M +292,360 +28%
PP
440
Patten & Patten
Tennessee
$48.6M +$604K +16,340 +1%
LMGAM
441
Liberty Mutual Group Asset Management
Massachusetts
$48.6M +$7.34M +198,540 +17%
KRS
442
Kentucky Retirement Systems
Kentucky
$48.1M -$317K -8,568 -0.6%
CRC
443
Curi RMB Capital
Illinois
$48.1M +$5.28M +142,880 +12%
MML Investors Services
444
MML Investors Services
Massachusetts
$47.9M +$2.02M +54,640 +4%
ACPU
445
Arrowgrass Capital Partners (US)
Delaware
$47.6M +$39.3M +1,063,452 +411%
MCM
446
Marsico Capital Management
Colorado
$47.3M +$9.95M +269,264 +26%
SC
447
Skylands Capital
Wisconsin
$47.3M -$1.27M -34,400 -3%
JAM
448
Jupiter Asset Management
United Kingdom
$46.8M -$28.6M -772,800 -37%
LSERS
449
Louisiana State Employees Retirement System
Louisiana
$46.6M +$133K +3,600 +0.3%
AFG
450
American Financial Group
Ohio
$46.4M

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.