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Apple
AAPL

Overview Fund Activity

2,122 hedge funds and large institutions have $360B invested in Apple in 2014 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 820 increasing their positions, 1,043 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,122
Holders Change
+4
Holders Change %
+0.19%
% of All Funds
61.61%
Holding in Top 10
1,032
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+3.82%
% of All Funds
29.97%
New
98
Increased
820
Reduced
1,043
Closed
70
Calls
$24.8B
Puts
$27.1B
Net Calls
-$2.37B
Net Calls Change
-$7.78B

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.66B
2
Deutsche Bank
Deutsche Bank
Germany
+$584M
3
WRF
Waddell & Reed Financial
Kansas
+$523M
4
MCM
Marsico Capital Management
Colorado
+$425M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$399M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$4.51B
2
Capital World Investors
Capital World Investors
California
-$3.27B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.85B
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$706M
5
Invesco
Invesco
Georgia
-$688M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLRA
701
Gerald L. Ray & Associates
Texas
$17.3M +$288K +11,428 +2%
CICI
702
Capital Investment Counsel Inc
North Carolina
$17.2M +$243K +9,660 +1%
PAM
703
Premier Asset Management
Illinois
$17.2M -$511K -20,308 -3%
FIB
704
First Interstate Bank
Montana
$17.1M -$3.55M -141,140 -17%
MCM
705
Maryland Capital Management
Maryland
$17.1M -$508K -20,168 -3%
NPF
706
Norris Perne & French
Michigan
$17.1M -$1.07M -42,372 -6%
Flossbach Von Storch
707
Flossbach Von Storch
Germany
$17M -$9.41M -373,520 -36%
WBG
708
Wharton Business Group
Pennsylvania
$17M +$8.86M +351,836 +109%
DY
709
Dowling & Yahnke
California
$16.9M +$181K +7,200 +1%
EAM
710
EULAV Asset Management
Florida
$16.8M +$4.79M +190,000 +40%
NAM
711
North American Management
Massachusetts
$16.8M -$1.43M -56,676 -8%
FB
712
Fulton Bank
Pennsylvania
$16.7M -$997K -39,584 -6%
BRA
713
Bender Robert & Associates
California
$16.7M -$190K -7,524 -1%
LHC
714
Levy Harkins & Co
New York
$16.7M -$2.25M -89,488 -12%
LCM
715
LVM Capital Management
Michigan
$16.7M -$341K -13,536 -2%
GIP
716
Granite Investment Partners
California
$16.7M +$1.4M +55,668 +9%
GF
717
Gerstein Fisher
New York
$16.7M +$2.73M +108,272 +20%
MAM
718
Mizuho Asset Management
Japan
$16.7M +$2.67M +106,112 +19%
GIA
719
Granite Investment Advisors
New Hampshire
$16.7M -$2.44M -96,800 -13%
RJT
720
Raymond James Trust
Florida
$16.6M -$563K -22,348 -3%
FAM
721
Fiduciary Asset Management
Missouri
$16.5M +$260K +10,316 +2%
CWM
722
Calamos Wealth Management
Illinois
$16.4M +$550K +21,832 +3%
MC
723
Moors & Cabot
Massachusetts
$16.3M +$92.1K +3,656 +0.6%
ACM
724
Apex Capital Management
Ohio
$16.3M +$2.28M +90,396 +16%
LCM
725
Lionstone Capital Management
New York
$16.3M – – –
27 28
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