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Apple
AAPL

Overview Fund Activity

2,048 hedge funds and large institutions have $282B invested in Apple in 2014 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 905 increasing their positions, 862 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,048
Holders Change
-22
Holders Change %
-1.06%
% of All Funds
59.19%
Holding in Top 10
855
Holding in Top 10 Change
-61
Holding in Top 10 Change %
-6.66%
% of All Funds
24.71%
New
105
Increased
905
Reduced
862
Closed
105
Calls
$21.3B
Puts
$21.7B
Net Calls
-$379M
Net Calls Change
+$1.88B

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.94B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$1.6B
3
IC
Icahn Carl
Florida
+$1.51B
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.38B
5
Goldman Sachs
Goldman Sachs
New York
+$756M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.24B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.77B
3
State Street
State Street
Massachusetts
-$1.4B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.25B
5
DCM
Discovery Capital Management
Connecticut
-$870M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBOO
501
First National Bank of Omaha
Nebraska
$26M +$1.43M +74,844 +6%
MAM
502
Martingale Asset Management
Massachusetts
$25.8M -$640K -33,376 -2%
MC
503
Martin Currie
United Kingdom
$25.7M -$6.57M -342,776 -20%
CIS
504
Capital International Sarl
California
$25.7M -$537K -28,000 -2%
FTIOP
505
Fiduciary Trust International of Pennsylvania
Pennsylvania
$25.7M +$3.61M +188,384 +16%
FAM
506
Foxhaven Asset Management
Virginia
$25.7M -$2.61M -136,108 -9%
NRS
507
Neville Rodie & Shaw
New York
$25.5M -$563K -29,372 -2%
SFM
508
Systematic Financial Management
New Jersey
$25.5M -$8.8M -459,312 -26%
V
509
Veritable
Delaware
$25.3M -$412K -21,476 -2%
BSPF
510
British Steel Pension Fund
United Kingdom
$25.2M -$1.75M -91,504 -7%
CCM
511
Chilton Capital Management
Texas
$25.1M +$333K +17,388 +1%
BPBT
512
Boston Private Bank & Trust
Massachusetts
$25.1M +$720K +37,576 +3%
DSAM
513
Dock Street Asset Management
Florida
$25M -$120K -6,244 -0.5%
CONA
514
Capital One National Association
New York
$24.9M -$1.23M -64,008 -5%
DJSG
515
D.J. St. Germain
Massachusetts
$24.9M -$575K -30,016 -2%
Northwestern Mutual Wealth Management
516
Northwestern Mutual Wealth Management
Wisconsin
$24.8M +$322K +16,800 +1%
PDM
517
Penn Davis McFarland
Texas
$24.8M +$2.15M +112,140 +10%
CI
518
Conning Inc
Connecticut
$24.7M +$472K +24,640 +2%
ACM
519
Aviance Capital Management
Florida
$24.7M +$24.3M +1,267,812 +5,927%
BUB
520
BBVA USA Bancshares
Texas
$24.7M -$939K -49,000 -4%
AFG
521
American Financial Group
Ohio
$24.7M – – –
QI
522
Qualcomm Inc
California
$24.5M – – –
BAM
523
Burnham Asset Management
New York
$24.3M +$363K +18,956 +2%
MWR
524
McAdams Wright Ragen
Washington
$24.3M +$1.37M +71,596 +6%
IHL
525
Investment House LLC
California
$24.3M +$435K +22,680 +2%
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