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Apple
AAPL

Overview Fund Activity

2,118 hedge funds and large institutions have $347B invested in Apple in 2014 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 818 increasing their positions, 1,018 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,118
Holders Change
+70
Holders Change %
+3.42%
% of All Funds
60.91%
Holding in Top 10
994
Holding in Top 10 Change
+139
Holding in Top 10 Change %
+16.26%
% of All Funds
28.59%
New
140
Increased
818
Reduced
1,018
Closed
61
Calls
$26.3B
Puts
$20.9B
Net Calls
+$5.41B
Net Calls Change
+$5.79B

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$3.98B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.58B
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.09B
4
BA
BlackRock Advisors
Delaware
+$811M
5
Coatue Management
Coatue Management
New York
+$790M

Top Sellers

1
BIT
BlackRock Institutional Trust
California
-$852M
2
Wells Fargo
Wells Fargo
California
-$777M
3
Invesco
Invesco
Georgia
-$765M
4
State Street
State Street
Massachusetts
-$707M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$644M
Name Holding Trade Value Shares
Change 		Shares
Change %
MJRIC
601
Mogy Joel R Investment Counsel
California
$22.5M +$239K +10,292 +1%
FSA
602
Franklin Street Advisors
North Carolina
$22.3M +$514K +22,116 +2%
EB
603
Eastern Bank
Massachusetts
$22.2M -$5.5M -236,748 -20%
GMIM
604
General Motors Investment Management
New York
$22.2M -$1.38M -59,584 -6%
AF
605
Ally Financial
Michigan
$22.1M -$2.6M -112,000 -11%
RGI
606
River Global Investors
United Kingdom
$22.1M -$6.22M -267,656 -22%
OSAM
607
O'Shaughnessy Asset Management
Connecticut
$22M +$22M +945,556 +1,125,662%
GJIC
608
Gamble Jones Investment Counsel
California
$21.9M -$440K -18,944 -2%
BB
609
Busey Bank
Illinois
$21.9M +$612K +26,336 +3%
MAM
610
Mark Asset Management
New York
$21.7M +$898K +38,668 +4%
DBG
611
De Burlo Group
Massachusetts
$21.7M +$6.54M +281,452 +43%
GIM
612
Gyrus Investment Management
Ontario, Canada
$21.7M -$123K -5,300 -0.6%
AHC
613
Adell Harriman & Carpenter
Texas
$21.6M -$1.53M -65,768 -7%
WTC
614
WhitTier Trust Company
Nevada
$21.6M -$222K -9,540 -1%
BWP
615
Baldwin Wealth Partners
Massachusetts
$21.5M +$720K +30,980 +3%
AT
616
Arvest Trust
Oklahoma
$21.5M -$8.92K -384 -0%
ECM
617
Empire Capital Management
Connecticut
$21.4M +$21.4M +920,000 New
JGC
618
J. Goldman & Co
New York
$21.4M +$21.4M +920,000 New
ECM
619
Ensemble Capital Management
California
$21.3M -$86.4K -3,720 -0.4%
Ninety One (UK)
620
Ninety One (UK)
United Kingdom
$21.2M +$13.4M +576,708 +171%
CI
621
Conning Inc
Connecticut
$21.2M -$8.81M -379,344 -29%
NSEDCP
622
NJ State Employees Deferred Compensation Plan
New Jersey
$21.1M – – –
JCM
623
Jag Capital Management
Missouri
$21M +$1.92M +82,704 +10%
HA
624
Halsey Associates
Connecticut
$20.8M -$695K -29,916 -3%
SCM
625
Shelton Capital Management
Colorado
$20.6M -$7.04M -303,020 -25%
23 24
25
26 27