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Apple
AAPL

Overview Fund Activity

2,456 hedge funds and large institutions have $366B invested in Apple in 2016 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 890 increasing their positions, 1,173 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,456
Holders Change
+72
Holders Change %
+3.02%
% of All Funds
61.49%
Holding in Top 10
1,136
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+2.34%
% of All Funds
28.44%
New
225
Increased
890
Reduced
1,173
Closed
106
Calls
$15B
Puts
$16.9B
Net Calls
-$1.84B
Net Calls Change
-$4.1B

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$4.88B
2
Asset Management One
Asset Management One
Japan
+$981M
3
BFA
BlackRock Fund Advisors
California
+$662M
4
Capital World Investors
Capital World Investors
California
+$608M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$509M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.34B
2
MTB
Mizuho Trust & Banking
Japan
-$1B
3
Wells Fargo
Wells Fargo
California
-$665M
4
CS
Credit Suisse
Switzerland
-$640M
5
Deutsche Bank
Deutsche Bank
Germany
-$584M
Name Holding Trade Value Shares
Change 		Shares
Change %
DP
576
Dearborn Partners
Illinois
$24.8M +$230K +7,948 +0.9%
Carson Wealth (CWM LLC)
577
Carson Wealth (CWM LLC)
Nebraska
$24.8M -$1.43M -49,472 -5%
ZIC
578
ZWJ Investment Counsel
Georgia
$24.8M -$114K -3,924 -0.5%
RJT
579
Raymond James Trust
Florida
$24.7M +$2.01M +69,588 +9%
BPCE
580
Bank Pictet & Cie (Europe)
Germany
$24.6M -$320K -11,060 -1%
AIM
581
Avity Investment Management
Connecticut
$24.6M +$1.03M +35,416 +4%
LCP
582
LGT Capital Partners
Switzerland
$24.6M +$8.34M +288,080 +51%
CFG
583
Citizens Financial Group
Rhode Island
$24.5M -$1.13M -39,052 -4%
KLWA
584
Kelly Lawrence W & Associates
California
$24.5M -$1.17M -40,288 -5%
QIM
585
Quest Investment Management
Oregon
$24.5M -$3.75M -129,504 -13%
DIA
586
Davidson Investment Advisors
Montana
$24.5M +$1.14M +39,524 +5%
MHC
587
Meyer Handelman Company
New York
$24.5M -$29K -1,000 -0.1%
ZIM
588
Zacks Investment Management
Illinois
$24.4M -$1.51M -52,320 -6%
APFBOT
589
Amica Pension Fund Board of Trustees
Rhode Island
$24.2M – – –
RBA
590
Richard Bernstein Advisors
New York
$24.2M – – –
ICOA
591
Investment Centers of America
North Dakota
$24.2M +$2.75M +95,008 +13%
SCM
592
Suffolk Capital Management
New York
$24M -$3.86M -133,176 -14%
SI
593
Stephens Inc
Arkansas
$24M -$36.8K -1,272 -0.2%
AL
594
Agran Libbie
California
$24M -$55.2K -1,908 -0.2%
PMAM
595
Picton Mahoney Asset Management
Ontario, Canada
$24M -$13.3M -459,600 -36%
EGA
596
Eagle Global Advisors
Texas
$24M +$13K +448 +0.1%
MIM
597
Martin Investment Management
Florida
$23.8M -$6.06M -209,356 -20%
EIA
598
Edgemoor Investment Advisors
Maryland
$23.7M +$64.4K +2,224 +0.3%
CCM
599
Covington Capital Management
California
$23.6M -$316K -10,916 -1%
PCM
600
Palisade Capital Management
New Jersey
$23.6M -$108K -3,728 -0.5%
22 23
24
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