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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 %
CS
551
Cannell & Spears
New York
$28.9M -$1.38M -54,644 -5%
PP
552
Palladium Partners
Virginia
$28.8M +$1.82M +72,408 +7%
PFM
553
Parsec Financial Management
North Carolina
$28.7M +$379K +15,044 +1%
FLPIM
554
F.L. Putnam Investment Management
Massachusetts
$28.7M -$198K -7,852 -0.7%
AAM
555
Advisors Asset Management
Colorado
$28.4M +$236K +9,388 +0.8%
CC
556
Chubb Corp
New Jersey
$28.2M – – –
BCM
557
Bluefin Capital Management
New York
$28.1M +$10.3M +409,432 +58%
FIM
558
Frontier Investment Management
Texas
$27.5M -$829K -33,100 -3%
MCM
559
Murphy Capital Management
New Jersey
$27.3M +$371K +14,712 +1%
FTIOP
560
Fiduciary Trust International of Pennsylvania
Pennsylvania
$27.3M +$1.38M +54,744 +5%
LI
561
LMCG Investments
Massachusetts
$27.1M -$481K -19,108 -2%
LG
562
LaFleur & Godfrey
Michigan
$27M -$263K -10,456 -1%
EOJOAM
563
E. Ohman J:or Asset Management
Sweden
$26.8M -$524K -20,800 -2%
OSAM
564
O'Shaughnessy Asset Management
Connecticut
$26.7M +$2.96M +117,824 +12%
EWA
565
EP Wealth Advisors
California
$26.7M -$283K -11,232 -1%
KLWA
566
Kelly Lawrence W & Associates
California
$26.5M -$40.8K -1,620 -0.2%
KFS
567
KMS Financial Services
Washington
$26.5M +$1.99M +78,908 +8%
APFBOT
568
Amica Pension Fund Board of Trustees
Rhode Island
$26.3M – – –
SCM
569
Shelton Capital Management
Colorado
$26.2M +$3.83M +151,876 +17%
CI
570
Constellation Investments
Ohio
$26.1M -$60.5K -2,400 -0.2%
VCM
571
Vision Capital Management
Oregon
$26M -$1.66M -65,908 -6%
ISL
572
Ingalls & Snyder LLC
New York
$25.9M -$14.2M -563,696 -35%
GHA
573
GW Henssler & Associates
Georgia
$25.9M -$517K -20,512 -2%
BAM
574
Barrett Asset Management
New York
$25.7M +$8.07M +320,544 +46%
LMGAM
575
Liberty Mutual Group Asset Management
Massachusetts
$25.7M -$851K -33,796 -3%
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