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Apple
AAPL

Overview Fund Activity

2,122 hedge funds and large institutions have $360B invested in Apple in 2014 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 820 increasing their positions, 1,043 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,122
Holders Change
+4
Holders Change %
+0.19%
% of All Funds
61.61%
Holding in Top 10
1,032
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+3.82%
% of All Funds
29.97%
New
98
Increased
820
Reduced
1,043
Closed
70
Calls
$24.8B
Puts
$27.1B
Net Calls
-$2.37B
Net Calls Change
-$7.78B

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.66B
2
Deutsche Bank
Deutsche Bank
Germany
+$584M
3
WRF
Waddell & Reed Financial
Kansas
+$523M
4
MCM
Marsico Capital Management
Colorado
+$425M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$399M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$4.51B
2
Capital World Investors
Capital World Investors
California
-$3.27B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.85B
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$706M
5
Invesco
Invesco
Georgia
-$688M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCAM
476
Onex Canada Asset Management
Ontario, Canada
$37.4M -$55.6M -2,206,696 -60%
SIM
477
Sentry Investment Management
Wisconsin
$37.4M -$1.61M -63,872 -4%
RG
478
Renaissance Group
Kentucky
$37.2M -$2.25M -89,308 -6%
WT
479
Washington Trust
Rhode Island
$36.9M -$2.02M -80,316 -5%
SIC
480
Salem Investment Counselors
North Carolina
$36.9M +$26.6K +1,056 +0.1%
SC
481
Skylands Capital
Wisconsin
$36.8M -$5.84M -232,040 -14%
SG
482
Swarthmore Group
Pennsylvania
$36.8M +$8.51M +337,980 +30%
HIMC
483
Heritage Investors Management Corp
Maryland
$36.4M -$1.33M -52,788 -4%
CT
484
Cambridge Trust
Massachusetts
$36.4M -$6.63M -263,032 -15%
IAM
485
Impala Asset Management
Florida
$36.2M +$36.2M +1,438,236 New
CBOA
486
Commonwealth Bank of Australia
Australia
$36.2M +$1.59M +63,200 +5%
RI
487
Redwood Investments
Massachusetts
$36M -$14.1M -560,132 -28%
AIP
488
Ameritas Investment Partners
Nebraska
$35.8M -$664K -26,348 -2%
CSIC
489
Clifford Swan Investment Counsel
California
$35.6M -$245K -9,720 -0.7%
FBA
490
Front Barnett Associates
Illinois
$35.4M -$563K -22,364 -2%
PAG
491
Private Advisor Group
New Jersey
$35.3M +$466K +18,504 +1%
TMAM
492
Tokio Marine Asset Management
Japan
$35.3M -$6.79M -269,772 -16%
CAM
493
Cacti Asset Management
Georgia
$35.1M – – –
FP
494
Foundry Partners
Minnesota
$35M -$2.17M -86,188 -6%
SRIM
495
Saratoga Research & Investment Management
California
$34.9M +$2.97M +117,968 +9%
HCM
496
Highbridge Capital Management
New York
$34.8M -$29M -1,151,024 -45%
CCA
497
Canyon Capital Advisors
Texas
$34.8M -$18.7M -743,124 -35%
BFS
498
Bradley Foster & Sargent
Connecticut
$34.8M -$329K -13,076 -0.9%
PNAA
499
Pictet North America Advisors
Switzerland
$34.7M -$376K -14,932 -1%
BPBT
500
Boston Private Bank & Trust
Massachusetts
$34.7M +$225K +8,928 +0.7%
18 19
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