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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 %
LNB
651
Ledyard National Bank
$20.3M -$147K -5,064 -0.7%
CAI
652
Capital Advisors Inc
Oklahoma
$20.3M -$1.25M -43,008 -6%
CC
653
Carlson Capital
Texas
$20.2M -$14.1M -488,324 -41%
CWM
654
Calamos Wealth Management
Illinois
$20.2M +$1.17M +40,420 +6%
BFIC
655
Bedell Frazier Investment Counselling
California
$20M -$604K -20,876 -3%
Edgewood Management
656
Edgewood Management
Connecticut
$20M -$71.7K -2,476 -0.4%
KRSITF
657
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$20M -$201K -6,944 -1%
CNAM
658
Campbell Newman Asset Management
Wisconsin
$20M +$2.22M +76,536 +12%
NSEDCP
659
NJ State Employees Deferred Compensation Plan
New Jersey
$20M -$1.51M -52,000 -7%
VCAM
660
Van Cleef Asset Management
Ohio
$20M -$45.5K -1,572 -0.2%
VWM
661
Valley Wealth Managers
New Jersey
$19.9M -$304K -10,484 -2%
MCM
662
MAI Capital Management
Ohio
$19.9M -$667K -23,052 -3%
MPM
663
Meritage Portfolio Management
Kansas
$19.9M -$128K -4,432 -0.6%
TM
664
Tiger Management
New York
$19.8M +$19.8M +684,000 New
HCMNY
665
Howard Capital Management (New York)
New York
$19.7M +$416K +14,360 +2%
Pacer Advisors
666
Pacer Advisors
Pennsylvania
$19.7M -$492K -17,004 -2%
MFWM
667
Motley Fool Wealth Management
Virginia
$19.5M +$319K +11,008 +2%
GLRA
668
Gerald L. Ray & Associates
Texas
$19.5M -$104K -3,592 -0.5%
BFO
669
Boston Family Office
Massachusetts
$19.5M -$183K -6,316 -0.9%
BPB
670
Badgley, Phelps & Bell
Washington
$19.4M -$87.2K -3,012 -0.4%
AIL
671
AGF Investments LLC
Ontario, Canada
$19.3M +$19.3M +665,456 New
ACA
672
Anchor Capital Advisors
Massachusetts
$19.2M +$1.05M +36,384 +6%
CTI
673
Community Trust & Investment
Kentucky
$19.1M -$200K -6,924 -1%
LCM
674
LVM Capital Management
Michigan
$19M -$573K -19,792 -3%
MPWT
675
MassMutual Private Wealth & Trust
Connecticut
$19M +$19M +656,280 New
25 26
27
28 29