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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 %
TI
576
Turner Investments
Pennsylvania
$25.6M -$27.9M -1,109,544 -52%
MAM
577
Myriad Asset Management
Hong Kong
$25.3M -$6.33M -251,260 -20%
WCM
578
Windward Capital Management
California
$25.3M +$4.13M +164,012 +20%
AIA
579
Affinity Investment Advisors
California
$25.2M -$3.92M -155,648 -13%
ZAM
580
Zenit Asset Management
Sweden
$25.2M +$25.2M +996,680 New
PWP
581
Private Wealth Partners
California
$25.2M +$258K +10,248 +1%
GLA
582
Great Lakes Advisors
Illinois
$25.2M +$8.24M +327,072 +48%
TCP
583
Tourbillon Capital Partners
New York
$25.2M +$7.56M +300,000 +43%
GJIC
584
Gamble Jones Investment Counsel
California
$25.2M +$1.4M +55,400 +6%
QI
585
Qualcomm Inc
California
$25M – – –
KWILP
586
Kiwi Wealth Investments Limited Partnership
New Zealand
$25M -$3.96M -157,324 -14%
NPC
587
National Planning Corporation
California
$24.9M +$3.29M +131,920 +15%
BWP
588
Baldwin Wealth Partners
Massachusetts
$24.8M +$1.53M +60,548 +7%
RIL
589
Rothschild Investment LLC
Illinois
$24.8M -$2.68M -106,260 -10%
VKH
590
Virtu KCG Holdings
New York
$24.8M -$26.8M -1,063,424 -52%
MFS
591
MSI Financial Services
Massachusetts
$24.7M +$2.96M +117,472 +14%
DBG
592
De Burlo Group
Massachusetts
$24.7M +$1.22M +48,380 +5%
CIP
593
Chartwell Investment Partners
Pennsylvania
$24.5M -$273K -10,820 -1%
FAB
594
First American Bank
Illinois
$24.1M -$4.32M -171,644 -15%
QAM
595
QCI Asset Management
New York
$24.1M -$347K -13,768 -1%
EB
596
Eastern Bank
Massachusetts
$24M -$45.4K -1,804 -0.2%
IIM
597
Ivory Investment Management
New York
$23.9M -$65.9M -2,618,156 -73%
MCM
598
Moore Capital Management
New York
$23.9M -$90.7M -3,599,372 -79%
GIM
599
Gyrus Investment Management
Ontario, Canada
$23.9M +$357K +14,180 +2%
BOTW
600
Bank of the West
California
$23.7M -$3.13M -124,340 -12%
22 23
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