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Apple
AAPL

Overview Fund Activity

2,293 hedge funds and large institutions have $397B invested in Apple in 2014 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 837 increasing their positions, 1,034 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,293
Holders Change
+171
Holders Change %
+8.06%
% of All Funds
61.2%
Holding in Top 10
1,152
Holding in Top 10 Change
+120
Holding in Top 10 Change %
+11.63%
% of All Funds
30.74%
New
263
Increased
837
Reduced
1,034
Closed
68
Calls
$16.6B
Puts
$26.6B
Net Calls
-$9.98B
Net Calls Change
-$7.6B

Top Buyers

1
ACM
Americafirst Capital Management
California
+$618M
2
BFA
BlackRock Fund Advisors
California
+$597M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$571M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$549M
5
MTIM
Marathon Trading Investment Management
Pennsylvania
+$492M

Top Sellers

1
IC
Icahn Carl
Florida
-$5.32B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$2.4B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.48B
4
Goldman Sachs
Goldman Sachs
New York
-$1.27B
5
Invesco
Invesco
Georgia
-$859M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
601
AO Asset Management
New York
$26.3M +$26.3M +954,400 New
DWM
602
Destination Wealth Management
California
$26.2M -$10.7M -386,420 -29%
NPC
603
National Planning Corporation
California
$26.1M -$846K -31,424 -3%
BOTW
604
Bank of the West
California
$26.1M +$147K +5,312 +0.6%
GIM
605
Gyrus Investment Management
Ontario, Canada
$26.1M -$85.5K -3,100 -0.3%
BFIC
606
Bedell Frazier Investment Counselling
California
$26M -$6.47M -234,420 -20%
MJRIC
607
Mogy Joel R Investment Counsel
California
$25.9M -$6.62K -240 -0%
WTC
608
WhitTier Trust Company
Nevada
$25.8M +$372K +13,472 +1%
SL
609
Summitry LLC
California
$25.6M +$270K +9,784 +1%
QAM
610
QCI Asset Management
New York
$25.6M -$816K -29,556 -3%
BB
611
Busey Bank
Illinois
$25.6M -$112K -4,076 -0.4%
JCM
612
Jag Capital Management
Missouri
$25.4M +$859K +31,128 +4%
FSA
613
Franklin Street Advisors
North Carolina
$25.3M -$620K -22,472 -2%
ZIM
614
Zacks Investment Management
Illinois
$25.1M +$1.52M +55,224 +6%
MAM
615
Mark Asset Management
New York
$24.6M -$306K -11,076 -1%
CWM
616
Concert Wealth Management
California
$24.6M +$3.52M +127,380 +17%
CPSAC
617
Chas P. Smith & Associates (CPS)
Florida
$24.5M +$672K +24,336 +3%
AHC
618
Adell Harriman & Carpenter
Texas
$24.4M -$1.3M -46,992 -5%
RBA
619
Richard Bernstein Advisors
New York
$24.4M – – –
PCM
620
Palisade Capital Management
New Jersey
$24.3M +$103K +3,728 +0.4%
FCI
621
Financial Counselors Inc
Kansas
$24.2M +$738K +26,744 +3%
FCH
622
Freestone Capital Holdings
Washington
$24.2M +$1.21M +43,968 +5%
DIA
623
Davidson Investment Advisors
Montana
$24.1M -$4.91M -177,820 -17%
GC
624
Guardian Capital
Ontario, Canada
$24.1M +$4.41M +159,968 +22%
CIP
625
Chartwell Investment Partners
Pennsylvania
$24.1M -$2.72M -98,640 -10%
23 24
25
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