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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 %
IC
651
Inverness Counsel
New York
$19.2M +$4.03M +173,608 +27%
BPB
652
Badgley, Phelps & Bell
Washington
$19.2M -$126K -5,436 -0.7%
LCP
653
Lombardia Capital Partners
California
$19.1M -$926K -39,860 -5%
AC
654
Amiya Capital
United Kingdom
$19.1M +$19.1M +823,480 New
EGA
655
Eagle Global Advisors
Texas
$19.1M -$692K -29,780 -3%
PCM
656
Palisade Capital Management
New Jersey
$19.1M -$75.4K -3,244 -0.4%
FIB
657
First Interstate Bank
Montana
$19M +$2.36M +101,592 +14%
BCAM
658
Boston Common Asset Management
Massachusetts
$19M +$218K +9,388 +1%
NPA
659
Nichols & Pratt Advisers
Massachusetts
$18.9M +$1.27M +54,780 +7%
AP
660
Appleton Partners
Massachusetts
$18.8M -$425K -18,280 -2%
LNB
661
Ledyard National Bank
$18.8M -$253K -10,880 -1%
AII
662
AGF Investments Inc
Ontario, Canada
$18.7M -$911K -39,200 -5%
HBWM
663
Hollow Brook Wealth Management
New York
$18.7M +$427K +18,360 +2%
RC
664
RegentAtlantic Capital
New Jersey
$18.6M +$86.3K +3,716 +0.5%
IG
665
Ithaka Group
Virginia
$18.6M +$1.93M +82,916 +12%
CWM
666
Concert Wealth Management
California
$18.4M -$473K -20,632 -3%
CCM
667
Covington Capital Management
California
$18.4M -$356K -15,156 -2%
MHC
668
Meyer Handelman Company
New York
$18.4M +$654K +28,140 +4%
PGFC
669
Peapack-Gladstone Financial Corp
New Jersey
$18.3M +$85.3K +3,672 +0.5%
FCI
670
Financial Counselors Inc
Kansas
$18.3M -$852K -36,676 -4%
CAG
671
Crestwood Advisors Group
Massachusetts
$18.2M +$142K +6,096 +0.8%
AFG
672
Albion Financial Group
Utah
$18.2M +$541K +23,284 +3%
CA
673
Cetera Advisors
Colorado
$18.1M +$496K +21,248 +3%
DCLA
674
Douglas C. Lane & Associates
New York
$18.1M +$234K +10,064 +1%
AW
675
ACG Wealth
Georgia
$18.1M +$3.41M +146,668 +23%
25 26
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