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Apple
AAPL

Overview Fund Activity

2,330 hedge funds and large institutions have $425B invested in Apple in 2015 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 922 increasing their positions, 1,124 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,330
Holders Change
+37
Holders Change %
+1.61%
% of All Funds
62.15%
Holding in Top 10
1,234
Holding in Top 10 Change
+82
Holding in Top 10 Change %
+7.12%
% of All Funds
32.92%
New
133
Increased
922
Reduced
1,124
Closed
73
Calls
$14.7B
Puts
$16.9B
Net Calls
-$2.18B
Net Calls Change
+$7.79B

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
+$1.8B
2
SG Americas Securities
SG Americas Securities
New York
+$1.26B
3
Deutsche Bank
Deutsche Bank
Germany
+$958M
4
JHIU
Janus Henderson Investors US
Colorado
+$848M
5
LPC
Lone Pine Capital
Connecticut
+$579M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$12.5B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$1.76B
3
State Street
State Street
Massachusetts
-$1.08B
4
Wells Fargo
Wells Fargo
California
-$715M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$656M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZAM
576
Zenit Asset Management
Sweden
$29M +$29M +927,552 New
BWP
577
Baldwin Wealth Partners
Massachusetts
$28.9M -$1.62M -52,188 -5%
DBG
578
De Burlo Group
Massachusetts
$28.9M -$1.71M -55,120 -6%
WTC
579
WhitTier Trust Company
Nevada
$28.9M -$207K -6,656 -0.7%
BB
580
Busey Bank
Illinois
$28.8M -$63.2K -2,032 -0.2%
PWP
581
Private Wealth Partners
California
$28.8M -$2.19M -70,300 -7%
BFIC
582
Bedell Frazier Investment Counselling
California
$28.7M -$566K -18,200 -2%
GIM
583
Gyrus Investment Management
Ontario, Canada
$28.3M -$1.06M -34,040 -4%
SL
584
Summitry LLC
California
$28.3M -$592K -19,028 -2%
DWM
585
Destination Wealth Management
California
$28.1M -$1.44M -46,276 -5%
FCI
586
Financial Counselors Inc
Kansas
$27.8M +$563K +18,096 +2%
CPSAC
587
Chas P. Smith & Associates (CPS)
Florida
$27.8M +$129K +4,156 +0.5%
BOTW
588
Bank of the West
California
$27.8M -$1.66M -53,212 -6%
KIA
589
KCM Investment Advisors
California
$27.7M +$1.41M +45,432 +5%
AHC
590
Adell Harriman & Carpenter
Texas
$27.7M +$194K +6,236 +0.7%
DWA
591
Douglass Winthrop Advisors
New York
$27.7M +$11.2M +360,236 +68%
RBA
592
Richard Bernstein Advisors
New York
$27.5M – – –
PCM
593
Palisade Capital Management
New Jersey
$27.3M -$129K -4,132 -0.5%
APFBOT
594
Amica Pension Fund Board of Trustees
Rhode Island
$27.2M -$2.73M -87,752 -9%
AC
595
Allstate Corporation
Illinois
$27.1M +$1.21M +38,808 +5%
STMM
596
South Texas Money Management
Texas
$26.8M +$235K +7,560 +0.9%
BIM
597
Bridges Investment Management
Nebraska
$26.7M +$308K +9,892 +1%
WBG
598
Wharton Business Group
Pennsylvania
$26.5M +$5.06M +162,580 +24%
PNC
599
Park National Corp
Ohio
$26.5M +$628K +20,192 +2%
NMIMC
600
Northwestern Mutual Investment Management Company
Wisconsin
$26.5M +$26.5M +850,716 New
22 23
24
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