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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 %
AL
626
Agran Libbie
California
$21.4M -$27.8K -1,104 -0.1%
NSEDCP
627
NJ State Employees Deferred Compensation Plan
New Jersey
$21.4M -$1.51M -60,000 -7%
FCI
628
Financial Counselors Inc
Kansas
$21.4M +$1.56M +62,096 +8%
SAG
629
Sterne Agee Group
Alabama
$21.1M +$145K +5,756 +0.7%
BC
630
Burney Company
Virginia
$21.1M +$1.67M +66,292 +9%
OH
631
Orbis Holdings
Bermuda
$21.1M -$6.41M -254,628 -23%
MERSOM
632
Municipal Employees' Retirement System of Michigan
Michigan
$21M -$615K -24,400 -3%
LFM
633
Lumina Fund Management
New York
$21M – – –
FCH
634
Freestone Capital Holdings
Washington
$20.9M -$1.38M -54,948 -6%
BIM
635
Bridges Investment Management
Nebraska
$20.9M -$315K -12,500 -1%
ZIC
636
ZWJ Investment Counsel
Georgia
$20.8M -$306K -12,156 -1%
KIA
637
KCM Investment Advisors
California
$20.8M +$1.25M +49,580 +6%
PL
638
Perpetual Ltd
Australia
$20.7M +$2.88M +114,468 +16%
EGA
639
Eagle Global Advisors
Texas
$20.7M -$32.5K -1,292 -0.2%
BPB
640
Badgley, Phelps & Bell
Washington
$20.7M -$105K -4,168 -0.5%
FIG
641
Fortress Investment Group
New York
$20.7M +$8.07M +320,400 +64%
SYBT
642
Stock Yards Bank & Trust
Kentucky
$20.6M -$831K -32,992 -4%
GHA
643
Garcia Hamilton & Associates
Texas
$20.5M -$5.88M -233,504 -22%
Connor, Clark & Lunn Investment Management (CC&L)
644
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$20.4M -$12.2M -486,000 -38%
DMIC
645
Dixon Mitchell Investment Counsel
British Columbia, Canada
$20.3M -$891K -35,384 -4%
AII
646
AGF Investments Inc
Ontario, Canada
$20.3M – – –
AP
647
Appleton Partners
Massachusetts
$20.2M -$140K -5,556 -0.7%
NPA
648
Nichols & Pratt Advisers
Massachusetts
$20.2M -$189K -7,520 -0.9%
CA
649
Cetera Advisors
Colorado
$20.2M +$595K +23,588 +3%
HA
650
Halsey Associates
Connecticut
$20.2M -$2.35M -93,344 -10%
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