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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
TCOV
651
Trust Company of Vermont
Vermont
$23.6M +$166K +4,484 +0.7%
GLRA
652
Gerald L. Ray & Associates
Texas
$23.5M +$1.48K +40 +0%
PCM
653
Palisade Capital Management
New Jersey
$23.4M -$2.81M -75,916 -10%
HA
654
Halsey Associates
Connecticut
$23.4M -$765K -20,704 -3%
CFM
655
Coronation Fund Managers
South Africa
$23.2M -$3.02M -81,744 -11%
WBG
656
Wharton Business Group
Pennsylvania
$23.2M -$19.4K -524 -0.1%
ACA
657
Anchor Capital Advisors
Massachusetts
$23.1M -$797K -21,568 -3%
SH
658
SeaTown Holdings
Singapore
$22.9M -$4.12M -111,400 -15%
ACM
659
Azimuth Capital Management
Michigan
$22.9M +$998K +26,996 +4%
CPIM
660
Columbia Partners Investment Management
Virginia
$22.8M -$711K -19,240 -3%
EAM
661
Evanson Asset Management
California
$22.8M -$526K -14,224 -2%
VWM
662
Valley Wealth Managers
New Jersey
$22.7M -$224K -6,072 -1%
DDPIC
663
Deroy & Devereaux Private Investment Counsel
Michigan
$22.7M -$36.7K -992 -0.2%
NSEDCP
664
NJ State Employees Deferred Compensation Plan
New Jersey
$22.7M
CTI
665
Community Trust & Investment
Kentucky
$22.7M -$821K -22,204 -3%
BFO
666
Boston Family Office
Massachusetts
$22.6M -$488K -13,188 -2%
WS
667
Wedbush Securities
California
$22.6M +$804K +21,740 +4%
CAM
668
Centre Asset Management
New York
$22.4M +$572K +15,480 +3%
SSB
669
Sandy Spring Bank
Maryland
$22.4M -$623K -16,856 -3%
LNWWM
670
Laird Norton Wetherby Wealth Management
California
$22.4M +$1.11M +29,900 +5%
TG
671
TCW Group
California
$22.4M -$3.11M -84,040 -12%
CI
672
Cincinnati Insurance
Ohio
$22.2M
BA
673
Birinyi Associates
Connecticut
$22.2M +$35.5K +960 +0.2%
LNB
674
Ledyard National Bank
$22.1M -$47.3K -1,280 -0.2%
OAM
675
Origin Asset Management
United Kingdom
$22M +$3.62M +98,000 +19%

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.