We are live on ! Find out more
AAPL icon

Apple
AAPL

2,807 hedge funds and large institutions have $528B invested in Apple in 2017 Q4 according to their latest regulatory filings, with 377 funds opening new positions, 918 increasing their positions, 1,311 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

446% more first-time investments, than exits

New positions opened: 377 | Existing positions closed: 69

11% more funds holding

Funds holding: 2,528 → 2,807 (+279)

11% more funds holding in top 10

Funds holding in top 10: 1,244 → 1,378 (+134)

10% more capital invested

Capital invested by funds: $480B → $528B (+$47.6B)

4.05% more ownership

Funds ownership: 241.49% → 245.54% (+4.1%)

30% less repeat investments, than reductions

Existing positions increased: 918 | Existing positions reduced: 1,311

35% less call options, than puts

Call options by funds: $15.1B | Put options by funds: $23.2B

Holders
2,807
Holders Change
+279
Holders Change %
+11.04%
% of All Funds
63.65%
Holding in Top 10
1,378
Holding in Top 10 Change
+134
Holding in Top 10 Change %
+10.77%
% of All Funds
31.25%
New
377
Increased
918
Reduced
1,311
Closed
69
Calls
$15.1B
Puts
$23.2B
Net Calls
-$8.11B
Net Calls Change
-$5.64B

Top Buyers

Rank Fund Capital Flow
1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$5.22B
2
Morgan Stanley
Morgan Stanley
New York
+$939M
3
BlackRock
BlackRock
New York
+$854M
4
AAMU
Amundi Asset Management US
Massachusetts
+$744M
5
Goldman Sachs
Goldman Sachs
New York
+$706M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.97B
2
Capital World Investors
Capital World Investors
California
-$1.72B
3
Capital Research Global Investors
Capital Research Global Investors
California
-$1.64B
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.02B
5
Credit Agricole
Credit Agricole
France
-$606M
Name Holding Trade Value Shares
Change 		Change in
Stake
Swiss National Bank
26
Swiss National Bank
Switzerland
$3.24B -$18.1M -432,400 -0.6%
UBS Group
27
UBS Group
Switzerland
$3.1B +$602M +14,413,820 +25%
Capital Research Global Investors
28
Capital Research Global Investors
California
$3.07B -$1.64B -39,271,560 -35%
Franklin Resources
29
Franklin Resources
California
$3.04B -$143M -3,428,768 -5%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$2.97B +$265M +6,333,760 +10%
UBS AM
31
UBS AM
Illinois
$2.94B +$625K +14,956 +0%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$2.89B +$528M +12,632,636 +23%
MAM
33
Magellan Asset Management
Australia
$2.83B +$105M +2,510,252 +4%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$2.73B -$56.3M -1,348,268 -2%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$2.68B +$57.9M +1,385,784 +2%
Manulife (Manufacturers Life Insurance)
36
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.57B -$22.9M -548,784 -0.9%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$2.55B -$2.99M -71,436 -0.1%
American Century Companies
38
American Century Companies
Missouri
$2.37B -$109M -2,619,416 -4%
Deutsche Bank
39
Deutsche Bank
Germany
$2.35B -$324M -7,760,852 -12%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$2.29B +$410M +9,814,896 +22%
AAMU
41
Amundi Asset Management US
Massachusetts
$2.24B +$744M +17,794,036 +51%
PPA
42
Parametric Portfolio Associates
Washington
$2.14B +$91.3M +2,185,540 +5%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$2.13B -$37.1M -887,788 -2%
Allianz Asset Management
44
Allianz Asset Management
Germany
$2.06B +$9.8M +234,608 +0.5%
Prudential Financial
45
Prudential Financial
New Jersey
$1.92B +$22.7M +543,528 +1%
Fisher Asset Management
46
Fisher Asset Management
Washington
$1.9B +$53.2M +1,274,284 +3%
TA
47
Teachers Advisors
New York
$1.82B +$47M +1,125,540 +3%
CS
48
Credit Suisse
Switzerland
$1.8B +$85.1M +2,036,204 +5%
Mitsubishi UFJ Trust & Banking
49
Mitsubishi UFJ Trust & Banking
Japan
$1.8B -$11.1M -265,164 -0.6%
Canada Pension Plan Investment Board
50
Canada Pension Plan Investment Board
Ontario, Canada
$1.79B +$256M +6,122,000 +17%
1
2
3 4 5

AAPL Hedge Fund Activity: Q4 2017 in Review

2,807 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q4 2017, worth a combined $528B — up 9.9% from $480B a quarter earlier.

Buyers outnumbered sellers: 377 funds opened new AAPL positions and 69 closed out — a net gain of 308 holders — while 918 added to existing stakes and 1,311 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $5.22B. The largest seller was Fidelity Investments, cutting an estimated $3.97B.

  • 2,807 institutional investors held Apple (AAPL) as of Q4 2017, up from 2,528 in Q3 2017.
  • Funds reported $528B of Apple stock for Q4 2017, up 9.9% quarter-over-quarter.
  • 377 funds opened new Apple positions in Q4 2017 and 69 closed out, a net change of +308 holders.
  • The largest Apple buyer in Q4 2017 was Berkshire Hathaway, an estimated $5.22B added.
  • The largest Apple seller in Q4 2017 was Fidelity Investments, an estimated $3.97B sold.

Based on aggregated 13F filings for Q4 2017.