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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
BCM
626
Barometer Capital Management
Ontario, Canada
$24.8M -$1.7M -46,000 -6%
B
627
Bailard
California
$24.8M -$604K -16,340 -2%
BCAM
628
Boston Common Asset Management
Massachusetts
$24.7M -$1.08M -29,200 -4%
AHC
629
Adell Harriman & Carpenter
Texas
$24.7M -$468K -12,668 -2%
CM
630
Castleark Management
Illinois
$24.7M -$972K -26,280 -4%
STMM
631
South Texas Money Management
Texas
$24.6M -$304K -8,232 -1%
NLI
632
Nippon Life Insurance
Japan
$24.6M -$3.63M -98,168 -13%
CI
633
Conning Inc
Connecticut
$24.5M -$371K -10,032 -1%
Edgewood Management
634
Edgewood Management
Connecticut
$24.5M -$222K -6,008 -0.9%
MPM
635
Meritage Portfolio Management
Kansas
$24.5M -$592K -16,008 -2%
VCAM
636
Van Cleef Asset Management
Ohio
$24.4M -$102K -2,768 -0.4%
LHC
637
Levy Harkins & Co
New York
$24.4M -$560K -15,160 -2%
SYBT
638
Stock Yards Bank & Trust
Kentucky
$24.2M +$84.4K +2,284 +0.3%
TIP
639
Torray Investment Partners
Maryland
$24.1M -$3.98M -107,580 -14%
EWA
640
EP Wealth Advisors
California
$24.1M -$979K -26,480 -4%
BFS
641
Baskin Financial Services
Ontario, Canada
$23.9M -$2.26M -61,084 -8%
QAM
642
QCI Asset Management
New York
$23.9M -$6.22M -168,180 -20%
BPB
643
Badgley, Phelps & Bell
Washington
$23.8M -$191K -5,156 -0.8%
LCM
644
LVM Capital Management
Michigan
$23.8M +$327K +8,836 +1%
CWM
645
Calamos Wealth Management
Illinois
$23.8M +$91.7K +2,480 +0.4%
GWM
646
Geneos Wealth Management
Colorado
$23.8M +$585K +15,836 +2%
CNAM
647
Campbell Newman Asset Management
Wisconsin
$23.8M -$159K -4,292 -0.6%
MWP
648
MYCIO Wealth Partners
Pennsylvania
$23.7M -$3.09M -83,508 -11%
HCMNY
649
Howard Capital Management (New York)
New York
$23.7M -$485K -13,128 -2%
MCM
650
MAI Capital Management
Ohio
$23.7M -$249K -6,744 -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.