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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 %
MJRIC
601
Mogy Joel R Investment Counsel
California
$23.7M -$702K -27,864 -3%
TEC
602
Tiger Eye Capital
Tennessee
$23.6M +$23.6M +938,000 New
FSA
603
Franklin Street Advisors
North Carolina
$23.6M -$571K -22,660 -2%
CIS
604
Capital International Sarl
California
$23.6M -$3.89M -154,400 -14%
IC
605
Inverness Counsel
New York
$23.5M +$2.74M +108,880 +13%
ABTD
606
Arvest Bank Trust Division
Oklahoma
$23.5M +$23.5M +931,476 New
BB
607
Busey Bank
Illinois
$23.5M -$298K -11,828 -1%
WTC
608
WhitTier Trust Company
Nevada
$23.2M -$240K -9,512 -1%
SL
609
Summitry LLC
California
$23.1M -$3.13M -124,288 -12%
SCM
610
Suffolk Capital Management
New York
$23.1M -$4.38M -173,856 -16%
MAM
611
Mark Asset Management
New York
$22.8M -$807K -32,024 -3%
CC
612
Coastland Capital
California
$22.8M -$91.9M -3,647,012 -80%
JCM
613
Jag Capital Management
Missouri
$22.4M -$368K -14,596 -2%
MWR
614
McAdams Wright Ragen
Washington
$22.3M -$10.3M -408,080 -32%
RBA
615
Richard Bernstein Advisors
New York
$22.2M – – –
Cohen & Steers
616
Cohen & Steers
New York
$22.1M -$31.9M -1,267,740 -59%
PCM
617
Palisade Capital Management
New Jersey
$22.1M +$1.46M +58,152 +7%
CI
618
Conning Inc
Connecticut
$22M -$952K -37,800 -4%
ECM
619
Ensemble Capital Management
California
$22M -$1.14M -45,200 -5%
LCP
620
Lombardia Capital Partners
California
$21.9M +$1.1M +43,812 +5%
TRCT
621
Tower Research Capital (TRC)
New York
$21.9M +$21.8M +863,740 +21,212%
CPSAC
622
Chas P. Smith & Associates (CPS)
Florida
$21.8M +$825K +32,756 +4%
FBNAT
623
FirstMerit Bank N.A. Trustee
Ohio
$21.7M +$324K +12,844 +2%
AHC
624
Adell Harriman & Carpenter
Texas
$21.6M – – –
ZIM
625
Zacks Investment Management
Illinois
$21.6M +$3.86M +153,292 +22%
23 24
25
26 27