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Apple
AAPL

Overview Fund Activity

2,456 hedge funds and large institutions have $366B invested in Apple in 2016 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 890 increasing their positions, 1,173 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,456
Holders Change
+72
Holders Change %
+3.02%
% of All Funds
61.49%
Holding in Top 10
1,136
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+2.34%
% of All Funds
28.44%
New
225
Increased
890
Reduced
1,173
Closed
106
Calls
$15B
Puts
$16.9B
Net Calls
-$1.84B
Net Calls Change
-$4.1B

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$4.88B
2
Asset Management One
Asset Management One
Japan
+$981M
3
BFA
BlackRock Fund Advisors
California
+$662M
4
Capital World Investors
Capital World Investors
California
+$608M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$509M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.34B
2
MTB
Mizuho Trust & Banking
Japan
-$1B
3
Wells Fargo
Wells Fargo
California
-$665M
4
CS
Credit Suisse
Switzerland
-$640M
5
Deutsche Bank
Deutsche Bank
Germany
-$584M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWP
626
MYCIO Wealth Partners
Pennsylvania
$21.9M +$2.5M +86,192 +13%
WP
627
WMS Partners
Maryland
$21.9M -$309K -10,656 -1%
CIP
628
Chartwell Investment Partners
Pennsylvania
$21.8M -$996K -34,400 -4%
CFM
629
Coronation Fund Managers
South Africa
$21.7M -$4.4M -152,076 -17%
MCM
630
Maryland Capital Management
Maryland
$21.4M -$1.34M -46,204 -6%
CCM
631
Chilton Capital Management
Texas
$21.4M -$1.89M -65,268 -8%
DMIC
632
Dixon Mitchell Investment Counsel
British Columbia, Canada
$21.4M -$312K -10,760 -1%
MYAM
633
Meiji Yasuda Asset Management
Japan
$21.4M +$590K +20,364 +3%
HCM
634
Herndon Capital Management
Georgia
$21.3M -$40M -1,380,884 -65%
JCM
635
Janney Capital Management
Pennsylvania
$21.3M -$938K -32,404 -4%
BFS
636
Baskin Financial Services
Ontario, Canada
$21.2M +$1.13M +38,876 +6%
AHC
637
Adell Harriman & Carpenter
Texas
$21.2M -$271K -9,348 -1%
VIP
638
Vantage Investment Partners
Missouri
$21.1M -$5.25M -181,212 -20%
LIC
639
Lodestar Investment Counsel
Illinois
$21M -$261K -9,028 -1%
B
640
Bailard
California
$20.9M -$127K -4,372 -0.6%
AP
641
Appleton Partners
Massachusetts
$20.9M -$1.26M -43,568 -6%
HA
642
Halsey Associates
Connecticut
$20.9M -$187K -6,452 -0.9%
CI
643
Conning Inc
Connecticut
$20.8M -$262K -9,060 -1%
EIM
644
Essex Investment Management
Massachusetts
$20.8M +$1.75M +60,608 +9%
BCAM
645
Boston Common Asset Management
Massachusetts
$20.8M +$258K +8,912 +1%
PWM
646
Perigon Wealth Management
California
$20.6M +$1.15M +32,932 +6%
IC
647
Inverness Counsel
New York
$20.5M -$7.78M -241,692 -27%
BCM
648
Bridgeway Capital Management
Texas
$20.5M -$57.9K -2,000 -0.3%
LHC
649
Levy Harkins & Co
New York
$20.5M -$145K -4,996 -0.7%
ACP
650
Aviance Capital Partners
Florida
$20.3M +$54.9K +1,896 +0.3%
24 25
26
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