AAPL icon

Apple
AAPL

Overview Fund Activity

2,330 hedge funds and large institutions have $425B invested in Apple in 2015 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 922 increasing their positions, 1,124 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,330
Holders Change
+37
Holders Change %
+1.61%
% of All Funds
62.15%
Holding in Top 10
1,234
Holding in Top 10 Change
+82
Holding in Top 10 Change %
+7.12%
% of All Funds
32.92%
New
133
Increased
922
Reduced
1,124
Closed
73
Calls
$14.7B
Puts
$16.9B
Net Calls
-$2.18B
Net Calls Change
+$7.79B

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
+$1.8B
2
SG Americas Securities
SG Americas Securities
New York
+$1.26B
3
Deutsche Bank
Deutsche Bank
Germany
+$958M
4
JHIU
Janus Henderson Investors US
Colorado
+$848M
5
LPC
Lone Pine Capital
Connecticut
+$579M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$12.5B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$1.76B
3
State Street
State Street
Massachusetts
-$1.08B
4
Wells Fargo
Wells Fargo
California
-$715M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$656M
Name Holding Trade Value Shares
Change 		Shares
Change %
HJMC
451
Hellman Jordan Management Company
Massachusetts
$47.4M +$24.5M +787,760 +107%
SRIM
452
Saratoga Research & Investment Management
California
$47.1M +$2.29M +73,640 +5%
CCM
453
Conatus Capital Management
Connecticut
$47.1M -$70.9M -2,277,732 -60%
BPBT
454
Boston Private Bank & Trust
Massachusetts
$46.6M +$3.38M +108,516 +8%
TAM
455
Trillium Asset Management
Massachusetts
$46.5M -$366K -11,768 -0.8%
PCM
456
Parsons Capital Management
Rhode Island
$46.4M -$823K -26,472 -2%
CIM
457
Calvert Investment Management
Maryland
$45.8M +$1.98M +63,612 +5%
PNAA
458
Pictet North America Advisors
Switzerland
$45.8M +$1.6M +51,280 +4%
SCM
459
Shelton Capital Management
Colorado
$45.7M +$5.53M +177,912 +14%
BCM
460
Barometer Capital Management
Ontario, Canada
$45.5M +$45.5M +1,464,000 New
DIA
461
Dana Investment Advisors
Wisconsin
$45.4M +$73.4K +2,360 +0.2%
SIC
462
Salem Investment Counselors
North Carolina
$45.4M -$116K -3,744 -0.3%
SF
463
Synovus Financial
Georgia
$45.2M -$2.02M -65,088 -4%
CT
464
Cambridge Trust
Massachusetts
$45.1M -$211K -6,796 -0.5%
TI
465
Think Investments
California
$45.1M – – –
PTC
466
Philadelphia Trust Company
Pennsylvania
$45M -$1.56M -50,268 -3%
AMI
467
Amica Mutual Insurance
Rhode Island
$44.1M -$3.48M -111,988 -7%
WT
468
Washington Trust
Rhode Island
$44M -$717K -23,044 -2%
Northwestern Mutual Wealth Management
469
Northwestern Mutual Wealth Management
Wisconsin
$43.8M +$1.27M +40,788 +3%
SC
470
Skylands Capital
Wisconsin
$43.8M +$434K +13,940 +1%
NM
471
Nokota Management
New York
$43.6M -$2.49M -80,000 -5%
Carson Wealth (CWM LLC)
472
Carson Wealth (CWM LLC)
Nebraska
$43.5M -$977K -31,420 -2%
CSIC
473
Clifford Swan Investment Counsel
California
$43.4M -$439K -14,116 -1%
MIM
474
Martin Investment Management
Florida
$43.2M +$3.73M +119,776 +9%
HIMC
475
Heritage Investors Management Corp
Maryland
$42.4M -$582K -18,700 -1%
17 18
19
20 21