We are live on ! Find out more

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
ELI
551
Empire Life Investments
Ontario, Canada
$30.5M +$6.58M +178,056 +27%
GT
552
Glenview Trust
Kentucky
$30.4M -$618K -16,716 -2%
RC
553
RegentAtlantic Capital
New Jersey
$30.4M -$1.25M -33,832 -4%
DCM
554
Decatur Capital Management
Georgia
$30.3M +$5.74M +155,240 +23%
EGA
555
Eagle Global Advisors
Texas
$30.3M +$494K +13,360 +2%
RIL
556
Rothschild Investment LLC
Illinois
$30.3M -$407K -11,004 -1%
FAB
557
First American Bank
Illinois
$30.2M +$177K +4,780 +0.6%
MHC
558
Meyer Handelman Company
New York
$30.1M -$296K -8,000 -0.9%
APFBOT
559
Amica Pension Fund Board of Trustees
Rhode Island
$30.1M
SCM
560
Suffolk Capital Management
New York
$30M +$1.26M +34,136 +4%
CFG
561
Citizens Financial Group
Rhode Island
$29.8M -$2.1M -56,744 -6%
BOTW
562
Bank of the West
California
$29.8M -$2.17M -58,716 -7%
AIM
563
Avity Investment Management
Connecticut
$29.4M -$1.13M -30,468 -4%
EIA
564
Edgemoor Investment Advisors
Maryland
$29.3M -$15.5K -420 -0.1%
CCM
565
Covington Capital Management
California
$29.1M -$200K -5,420 -0.7%
PDM
566
Penn Davis McFarland
Texas
$28.9M -$578K -15,640 -2%
CIP
567
Chartwell Investment Partners
Pennsylvania
$28.9M -$879K -23,780 -3%
CAI
568
Capital Advisors Inc
Oklahoma
$28.9M +$2.72M +73,688 +10%
SAC
569
Smith Affiliated Capital
New York
$28.8M
DCM
570
Donaldson Capital Management
Indiana
$28.6M -$1.23M -33,280 -4%
RI
571
Redwood Investments
Massachusetts
$28.5M -$4.36M -117,956 -13%
SLI
572
Sumitomo Life Insurance
Japan
$28.5M +$1.6M +43,144 +6%
DIA
573
Davidson Investment Advisors
Montana
$28.4M -$3.3M -89,308 -10%
RMCM
574
Reynders McVeigh Capital Management
Massachusetts
$28.4M -$1.71M -46,368 -6%
Flossbach Von Storch
575
Flossbach Von Storch
Germany
$28.4M -$3.53M -95,540 -11%

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.