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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
RCM
601
Riverhead Capital Management
Delaware
$26.6M +$5.31M +143,556 +24%
Mariner
602
Mariner
Kansas
$26.6M -$3.23M -87,432 -11%
WIM
603
Wittenberg Investment Management
Massachusetts
$26.4M -$2.07M -56,060 -7%
BHIA
604
Birch Hill Investment Advisors
Massachusetts
$26.4M -$1.89M -51,228 -7%
MYAM
605
Meiji Yasuda Asset Management
Japan
$26.3M +$305K +8,260 +1%
PWP
606
Private Wealth Partners
California
$26.2M +$499K +13,484 +2%
LG
607
LaFleur & Godfrey
Michigan
$26.2M -$2.13M -57,480 -7%
NPC
608
National Planning Corporation
California
$26.1M +$1.77M +47,844 +7%
ECM
609
Ensemble Capital Management
California
$26M -$3.12M -84,472 -10%
MIM
610
Manitou Investment Management
Ontario, Canada
$26M +$257K +6,960 +1%
MPWT
611
MassMutual Private Wealth & Trust
Connecticut
$26M +$619K +16,732 +2%
ICOA
612
Investment Centers of America
North Dakota
$25.9M -$3.67M -99,140 -12%
LIC
613
Lodestar Investment Counsel
Illinois
$25.8M -$248K -6,712 -0.9%
BIC
614
Beach Investment Counsel
Pennsylvania
$25.7M +$124K +3,360 +0.5%
PCIG
615
Partners Capital Investment Group
Massachusetts
$25.6M +$2.08M +56,212 +9%
OAM
616
Oppenheimer Asset Management
New York
$25.5M +$173K +4,692 +0.7%
DMIC
617
Dixon Mitchell Investment Counsel
British Columbia, Canada
$25.5M -$681K -18,428 -3%
BBHC
618
Brown Brothers Harriman & Co
New York
$25.4M +$1.42M +38,436 +6%
BVDMP
619
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$25.4M +$5.73M +154,860 +28%
FCH
620
Freestone Capital Holdings
Washington
$25.3M -$1.12M -30,396 -4%
LWCA
621
Locust Wood Capital Advisers
New York
$25.3M +$644K +17,420 +3%
ACP
622
Aviance Capital Partners
Florida
$25.2M +$1.56M +42,216 +6%
PIMJS
623
PKO Investment Management Joint-Stock
Poland
$25.1M +$8.23M +222,484 +47%
MCM
624
Murphy Capital Management
New Jersey
$24.9M -$897K -24,268 -3%
MCM
625
Maryland Capital Management
Maryland
$24.8M -$275K -7,436 -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.