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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
LFM
576
Lumina Fund Management
New York
$28.2M
Pacer Advisors
577
Pacer Advisors
Pennsylvania
$28.2M +$2.79M +75,548 +11%
SFA
578
Sequoia Financial Advisors
Ohio
$28.2M +$384K +10,392 +1%
FSA
579
Franklin Street Advisors
North Carolina
$28.1M -$905K -24,484 -3%
TA
580
TRB Advisors
New York
$28.1M +$26.2M +710,000 +1,014%
ZIC
581
ZWJ Investment Counsel
Georgia
$27.8M -$1.03M -27,892 -3%
NIM
582
Nexus Investment Management
Ontario, Canada
$27.7M -$314K -8,480 -1%
PMAM
583
Picton Mahoney Asset Management
Ontario, Canada
$27.7M -$662K -17,900 -2%
SG Americas Securities
584
SG Americas Securities
New York
$27.7M -$157M -4,241,960 -85%
GW
585
GW & Wade
Massachusetts
$27.7M +$73.1K +1,976 +0.3%
RBA
586
Richard Bernstein Advisors
New York
$27.6M +$753K +20,376 +3%
NP
587
NS Partners
United Kingdom
$27.6M -$7.95M -215,148 -22%
RC
588
Randolph Company
Ohio
$27.6M +$59.2K +1,600 +0.2%
LMIM
589
Lockheed Martin Investment Management
Maryland
$27.5M +$5.96M +161,200 +27%
M2MC
590
Matthew 25 Management Corp
Pennsylvania
$27.4M -$6.28M -170,000 -18%
MERSOM
591
Municipal Employees' Retirement System of Michigan
Michigan
$27.3M -$655K -17,720 -2%
VIP
592
Vantage Investment Partners
Missouri
$27.3M +$996K +26,948 +4%
GJIC
593
Gamble Jones Investment Counsel
California
$27.2M -$383K -10,372 -1%
HWA
594
HCR Wealth Advisors
California
$27.1M -$1.17M -31,684 -4%
BWP
595
Baldwin Wealth Partners
Massachusetts
$27.1M -$757K -20,480 -3%
GCC
596
Guardian Capital (Canada)
Ontario, Canada
$27.1M +$77K +2,084 +0.3%
CWP
597
Capital Wealth Planning
Florida
$27.1M +$27.4M +740,208 +6,220%
CICI
598
Capital Investment Counsel Inc
North Carolina
$27M -$144K -3,904 -0.5%
WP
599
WMS Partners
Maryland
$26.8M -$212K -5,724 -0.8%
KLWA
600
Kelly Lawrence W & Associates
California
$26.7M -$325K -8,792 -1%

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.