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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
SAM
526
Silvercrest Asset Management
New York
$33M -$381K -10,308 -1%
MJRIC
527
Mogy Joel R Investment Counsel
California
$33M -$19.2K -520 -0.1%
RCM
528
Riverpark Capital Management
New York
$32.4M +$4.39M +118,636 +15%
ABTD
529
Arvest Bank Trust Division
Oklahoma
$32.4M +$367K +9,920 +1%
NPA
530
Nichols & Pratt Advisers
Massachusetts
$32.2M -$57.2K -1,548 -0.2%
AIP
531
ARS Investment Partners
New York
$32M -$267K -7,212 -0.8%
DP
532
Dearborn Partners
Illinois
$32M +$344K +9,308 +1%
OI
533
Oakbrook Investments
Illinois
$32M -$2.81M -75,900 -8%
ID
534
Integral Derivatives
New York
$32M +$24.2M +655,024 +280%
DJSG
535
D.J. St. Germain
Massachusetts
$32M +$43.9K +1,188 +0.1%
ST
536
Sabal Trust
Florida
$31.9M +$926K +25,060 +3%
WG
537
Winton Group
United Kingdom
$31.7M -$32.4M -876,144 -50%
BIM
538
Bridges Investment Management
Nebraska
$31.6M -$107K -2,892 -0.3%
MIH
539
Madison Investment Holdings
Wisconsin
$31.6M -$8.87M -239,892 -21%
DSAM
540
Dock Street Asset Management
Florida
$31.6M -$1.32M -35,692 -4%
ZIM
541
Zacks Investment Management
Illinois
$31.4M +$734K +19,864 +2%
PL
542
Perpetual Ltd
Australia
$31.4M -$8.81M -238,308 -21%
RJT
543
Raymond James Trust
Florida
$31.3M +$534K +14,444 +2%
GHA
544
GW Henssler & Associates
Georgia
$31.3M -$435K -11,764 -1%
ONB
545
Old National Bancorp
Indiana
$31.2M -$1.71M -46,352 -5%
SPIA
546
Steward Partners Investment Advisory
New York
$31M +$3.86M +104,524 +14%
ACM
547
Atlanta Capital Management
Georgia
$30.8M -$10.3M -277,264 -24%
W
548
Wealthfront
California
$30.8M +$3.64M +98,548 +13%
Cohen & Steers
549
Cohen & Steers
New York
$30.7M -$10.4M -282,312 -25%
EP
550
Edgestream Partners
New Jersey
$30.5M +$14.1M +382,708 +82%

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.