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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
LS
451
Livforsakringsbolaget Skandia
Sweden
$46.1M +$177K +4,800 +0.4%
HIMC
452
Heritage Investors Management Corp
Maryland
$46M -$1.18M -31,784 -2%
WCM
453
Windward Capital Management
California
$45.9M +$163K +4,412 +0.3%
JWBC
454
John W. Bristol & Co
New York
$45.9M -$5.14M -139,068 -10%
GTP
455
Global Thematic Partners
New York
$45.9M -$41.4M -1,120,756 -47%
PP
456
Palladium Partners
Virginia
$45.8M -$455K -12,296 -1%
AIP
457
Ameritas Investment Partners
Nebraska
$45.7M -$606K -16,404 -1%
CCMG
458
Clark Capital Management Group
Pennsylvania
$45.6M +$1.81M +48,892 +4%
WHG
459
Westwood Holdings Group
Texas
$45.5M -$132K -3,564 -0.3%
FTIOP
460
Fiduciary Trust International of Pennsylvania
Pennsylvania
$45.3M +$12M +323,592 +35%
WT
461
Washington Trust
Rhode Island
$45M -$970K -26,224 -2%
AWCI
462
Alpine Woods Capital Investors
New York
$44.6M -$1.03K -28 -0%
DWM
463
Destination Wealth Management
California
$43.6M -$2.95M -79,748 -6%
DIA
464
Dana Investment Advisors
Wisconsin
$43.6M -$3.38M -91,412 -7%
CAN
465
Cetera Advisor Networks
California
$43.4M -$600K -16,232 -1%
NIM
466
Northeast Investment Management
Massachusetts
$41.9M +$612K +16,560 +1%
FIM
467
Frontier Investment Management
Texas
$41.7M +$893K +24,160 +2%
FBA
468
Front Barnett Associates
Illinois
$41.4M -$410K -11,080 -1%
BC
469
Burney Company
Virginia
$41.3M +$38.3K +1,036 +0.1%
FNBOO
470
First National Bank of Omaha
Nebraska
$41.3M -$5.06M -136,792 -11%
PFM
471
Parsec Financial Management
North Carolina
$40.8M +$135K +3,660 +0.3%
Daiwa Securities Group
472
Daiwa Securities Group
Japan
$40.5M -$1.07M -28,968 -3%
LIA
473
LS Investment Advisors
Michigan
$40.5M +$38K +1,028 +0.1%
B
474
Barings
North Carolina
$40.1M -$58.2M -1,573,784 -59%
TAM
475
Todd Asset Management
Kentucky
$40M -$1.51M -40,884 -4%

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.