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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 %
FCH
626
Freestone Capital Holdings
Washington
$20.6M -$1.83M -78,844 -8%
RBA
627
Richard Bernstein Advisors
New York
$20.5M +$587K +25,284 +3%
NPC
628
National Planning Corporation
California
$20.2M +$168K +7,232 +0.8%
MFS
629
MSI Financial Services
Massachusetts
$20.1M +$154K +6,648 +0.8%
GAM
630
Gotham Asset Management
New York
$20M -$17M -731,260 -46%
UOC
631
UBS O'Connor
Illinois
$20M +$11.5M +494,112 +135%
MERSOM
632
Municipal Employees' Retirement System of Michigan
Michigan
$20M – – –
AL
633
Agran Libbie
California
$19.8M +$46.9K +2,020 +0.2%
SYBT
634
Stock Yards Bank & Trust
Kentucky
$19.8M +$627K +26,988 +3%
KRSITF
635
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$19.7M -$275K -11,832 -1%
SCM
636
Stux Capital Management
New York
$19.7M -$5.48M -236,000 -22%
FBNAT
637
FirstMerit Bank N.A. Trustee
Ohio
$19.7M +$401K +17,248 +2%
DMIC
638
Dixon Mitchell Investment Counsel
British Columbia, Canada
$19.6M -$40.1K -1,728 -0.2%
BIM
639
Bridges Investment Management
Nebraska
$19.6M +$741K +31,892 +4%
SIP
640
Stoneridge Investment Partners
Pennsylvania
$19.5M +$2.28M +98,332 +13%
WCM
641
Windward Capital Management
California
$19.5M -$195K -8,412 -1%
ZIC
642
ZWJ Investment Counsel
Georgia
$19.5M -$669K -28,808 -3%
ACH
643
ArrowMark Colorado Holdings
Colorado
$19.5M – – –
NC
644
Nevsky Capital
United Kingdom
$19.4M +$6.15M +266,000 +46%
LWCA
645
Locust Wood Capital Advisers
New York
$19.4M -$5.01M -215,596 -21%
LFM
646
Lumina Fund Management
New York
$19.4M – – –
SAG
647
Sterne Agee Group
Alabama
$19.4M +$4.12M +177,128 +27%
CPSAC
648
Chas P. Smith & Associates (CPS)
Florida
$19.3M -$36.8M -1,583,392 -66%
BBHC
649
Brown Brothers Harriman & Co
New York
$19.2M -$968K -41,644 -5%
FCBT
650
First Citizens Bank & Trust
North Carolina
$19.2M +$816K +35,132 +4%
24 25
26
27 28