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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
CAG
501
Crestwood Advisors Group
Massachusetts
$36.6M -$5.65M -152,824 -13%
HC
502
Henshaw Capital
Massachusetts
$36.5M +$48.1K +1,300 +0.1%
HCMT
503
Highland Capital Management (Tennessee)
Tennessee
$36.2M -$512K -13,856 -1%
PNAA
504
Pictet North America Advisors
Switzerland
$35.4M -$2.39M -64,512 -6%
FCI
505
Financial Counselors Inc
Kansas
$35.3M -$489K -13,220 -1%
BCM
506
Bridgeway Capital Management
Texas
$35.1M +$5.61M +151,640 +18%
CT
507
Cambridge Trust
Massachusetts
$35M -$1.17M -31,604 -3%
NLGIA
508
Nippon Life Global Investors Americas
New York
$35M -$237K -6,400 -0.7%
CA
509
Cetera Advisors
Colorado
$34.8M +$586K +15,864 +2%
PP
510
Paloma Partners
Connecticut
$34.7M +$29.3M +792,320 +460%
PNC
511
Park National Corp
Ohio
$34.7M -$148K -3,996 -0.4%
CI
512
Cigna Investments
Connecticut
$34.6M -$1.17M -31,644 -3%
SI
513
Stephens Inc
Arkansas
$34.5M +$1.16M +31,388 +3%
BFM
514
Boston Financial Management
Massachusetts
$34.4M +$720K +19,488 +2%
DIA
515
Denver Investment Advisors
Colorado
$34.2M -$1.37M -37,124 -4%
AAM
516
AMI Asset Management
California
$33.8M -$1.45M -39,096 -4%
FNBT
517
FineMark National Bank & Trust
Florida
$33.7M +$390K +10,556 +1%
EB
518
Eastern Bank
Massachusetts
$33.5M -$3.95M -106,764 -10%
CPSAC
519
Chas P. Smith & Associates (CPS)
Florida
$33.5M -$920K -24,892 -3%
MAM
520
Martingale Asset Management
Massachusetts
$33.4M -$544K -14,728 -2%
ACI
521
Alpha Cubed Investments
California
$33.4M +$4.62M +124,908 +16%
SCM
522
Sterling Capital Management
North Carolina
$33.4M -$4.87M -131,708 -12%
PGFC
523
Peapack-Gladstone Financial Corp
New Jersey
$33.2M +$203K +5,492 +0.6%
BAM
524
Barrett Asset Management
New York
$33.2M -$1.16M -31,408 -3%
WM
525
WS Management
Florida
$33M +$19.2M +520,000 +131%

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.