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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
GP
676
Girard Partners
Pennsylvania
$21.9M +$73.5K +1,988 +0.3%
FMII
677
Farmers & Merchants Investments Inc
Nebraska
$21.8M +$556K +15,052 +3%
MCTIC
678
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$21.8M -$944K -25,540 -4%
BUB
679
BBVA USA Bancshares
Texas
$21.7M -$688K -18,616 -3%
AW
680
ACG Wealth
Georgia
$21.6M +$2.03M +54,780 +10%
AA
681
Ancora Advisors
Ohio
$21.6M +$105K +2,832 +0.5%
MAM
682
Meeder Asset Management
Ohio
$21.5M -$1.27M -34,444 -5%
AP
683
Appleton Partners
Massachusetts
$21.4M -$683K -18,476 -3%
BSPF
684
British Steel Pension Fund
United Kingdom
$21.4M
IC
685
Inverness Counsel
New York
$21.4M -$1.19M -32,264 -5%
MSE
686
MUFG Securities EMEA
United Kingdom
$21.4M -$59.7M -1,613,500 -73%
LDB
687
Lee, Danner & Bass
Tennessee
$21.4M -$556K -15,044 -2%
MC
688
Muhlenkamp & Co
Pennsylvania
$21.3M -$20K -540 -0.1%
AIL
689
AGF Investments LLC
Ontario, Canada
$21.2M +$1.41M +38,120 +7%
SIP
690
Stoneridge Investment Partners
Pennsylvania
$21.1M -$5.45M -147,372 -20%
LF
691
Lannebo Fonder
Sweden
$21M
MIM
692
Marco Investment Management
Georgia
$21M -$96K -2,596 -0.4%
WAM
693
Weatherly Asset Management
California
$20.9M +$262K +7,092 +1%
NPF
694
Norris Perne & French
Michigan
$20.9M -$780K -21,100 -4%
CPC
695
Cookson Peirce & Co
Pennsylvania
$20.9M +$7.34M +198,472 +52%
BPCE
696
Bank Pictet & Cie (Europe)
Germany
$20.7M -$9.12M -246,708 -30%
AIA
697
Affinity Investment Advisors
California
$20.6M -$7.04M -190,356 -25%
II
698
IFM Investors
Australia
$20.6M +$5.14M +139,120 +32%
KRSITF
699
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$20.6M +$137K +3,700 +0.7%
CCM
700
Catawba Capital Management
Virginia
$20.6M -$314K -8,496 -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.