AAPL icon

Apple
AAPL

Overview Fund Activity

2,777 hedge funds and large institutions have $505B invested in Apple in 2018 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 1,054 increasing their positions, 1,431 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,777
Holders Change
-24
Holders Change %
-0.86%
% of All Funds
63.74%
Holding in Top 10
1,336
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-2.77%
% of All Funds
30.66%
New
112
Increased
1,054
Reduced
1,431
Closed
102
Calls
$12.1B
Puts
$14.6B
Net Calls
-$2.53B
Net Calls Change
+$5.58B

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$12.5B
2
Deutsche Bank
Deutsche Bank
Germany
+$2.49B
3
EVM
Eaton Vance Management
Massachusetts
+$1.11B
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$830M
5
Goldman Sachs
Goldman Sachs
New York
+$730M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$5.98B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.54B
3
Capital World Investors
Capital World Investors
California
-$2.58B
4
State Street
State Street
Massachusetts
-$1.94B
5
Capital Research Global Investors
Capital Research Global Investors
California
-$1.72B
Name Holding Trade Value Shares
Change 		Shares
Change %
Balyasny Asset Management
501
Balyasny Asset Management
Illinois
$37.1M +$13.4M +320,512 +57%
BFM
502
Boston Financial Management
Massachusetts
$37M -$1.58M -37,684 -4%
ISL
503
Ingalls & Snyder LLC
New York
$37M +$8.13M +193,896 +28%
BAM
504
Barrett Asset Management
New York
$37M -$199K -4,756 -0.5%
SWP
505
Stratos Wealth Partners
Ohio
$36.9M +$1.62M +38,524 +5%
OAM
506
Origin Asset Management
United Kingdom
$36.8M -$10.1M -241,600 -22%
AAM
507
AMI Asset Management
California
$36.7M -$836K -19,924 -2%
BAC
508
Boys Arnold & Co
North Carolina
$36.5M +$19.8M +475,332 +118%
IC
509
Inverness Counsel
New York
$36.5M +$8.27M +197,092 +29%
RIG
510
Roosevelt Investment Group
New York
$36.3M -$2.67M -63,608 -7%
Credit Agricole
511
Credit Agricole
France
$36.3M -$5.58M -133,020 -13%
MAM
512
Martingale Asset Management
Massachusetts
$35.9M -$772K -18,400 -2%
DIA
513
Denver Investment Advisors
Colorado
$35.9M -$2.75M -65,960 -7%
RC
514
RegentAtlantic Capital
New Jersey
$35.6M -$709K -16,892 -2%
RJT
515
Raymond James Trust
Florida
$35.1M -$1.59M -37,828 -4%
SL
516
Summitry LLC
California
$35M +$154K +3,664 +0.4%
RBA
517
Richard Bernstein Advisors
New York
$35M -$3.64M -86,720 -9%
DIA
518
Davidson Investment Advisors
Montana
$34.9M -$655K -15,616 -2%
RCM
519
Riverhead Capital Management
Delaware
$34.8M +$3.76M +89,644 +12%
H
520
HoyleCohen
California
$34.8M -$419K -9,984 -1%
DCM
521
Donaldson Capital Management
Indiana
$34.7M +$412K +9,824 +1%
HCMT
522
Highland Capital Management (Tennessee)
Tennessee
$34.6M +$239K +5,704 +0.7%
LMGAM
523
Liberty Mutual Group Asset Management
Massachusetts
$34.5M – – –
Capstone Investment Advisors
524
Capstone Investment Advisors
New York
$34.5M +$34M +811,272 +7,462%
GT
525
Glenview Trust
Kentucky
$34.4M -$218K -5,196 -0.6%
19 20
21
22 23