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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 %
NPF
701
Norris Perne & French
Michigan
$16.7M -$104K -4,488 -0.6%
SSWM
702
Smith Salley Wealth Management
North Carolina
$16.6M +$10.1M +436,160 +156%
HCMNY
703
Howard Capital Management (New York)
New York
$16.6M -$1.3M -55,996 -7%
RCM
704
Rockshelter Capital Management
Pennsylvania
$16.6M -$322K -13,848 -2%
WA
705
Whitebox Advisors
Minnesota
$16.6M +$1.6M +68,712 +11%
CCM
706
Cadence Capital Management
Massachusetts
$16.6M -$19.3M -832,108 -54%
BCM
707
Bluefin Capital Management
New York
$16.5M -$373M -15,992,128 -96%
PL
708
Perpetual Ltd
Australia
$16.5M +$871K +37,500 +6%
FB
709
Fulton Bank
Pennsylvania
$16.4M -$671K -28,864 -4%
ZIM
710
Zacks Investment Management
Illinois
$16.3M -$1.96M -84,456 -11%
PAM
711
Premier Asset Management
Illinois
$16.3M +$37.1K +1,596 +0.2%
FNBT
712
FineMark National Bank & Trust
Florida
$16.3M +$368K +15,860 +2%
BAM
713
Barrett Asset Management
New York
$16.3M +$575K +24,748 +4%
QIM
714
Quest Investment Management
Oregon
$16.3M -$4.49M -193,100 -22%
GT
715
Greenleaf Trust
Michigan
$16.3M -$7.94M -341,644 -33%
TCP
716
Tourbillon Capital Partners
New York
$16.3M +$16.3M +700,000 New
MCM
717
Maryland Capital Management
Maryland
$16.2M +$15.2K +656 +0.1%
AB
718
Amalgamated Bank
New York
$16.2M +$815K +35,100 +5%
Mariner
719
Mariner
Kansas
$16.1M +$1.13M +48,604 +8%
GWM
720
Greenwich Wealth Management
Connecticut
$16M -$386K -16,624 -2%
RFA
721
Reilly Financial Advisors
California
$16M +$590K +25,248 +4%
IC
722
InterOcean Capital
Illinois
$16M +$4.92M +211,940 +44%
NFG
723
Next Financial Group
Texas
$16M +$16M +673,336 New
LMIM
724
Lockheed Martin Investment Management
Maryland
$15.9M -$23.4M -1,008,000 -60%
EIA
725
Edgemoor Investment Advisors
Maryland
$15.9M -$689K -29,684 -4%
27 28
29
30 31